Trump Tariffs Probably Forced Ford Rival Subaru To Raise Prices

President Donald Trump opted to impose 25 percent tariffs on imported automobiles in early April, a move that impacts Ford a bit less than others – though it does sell four models in the U.S. that are built in other countries – three of which are in line to receive some minor price increases in the coming weeks. As for Ford’s rivals that don’t have as large a manufacturing presence in the U.S., that will likely be the case as well. In fact, we’ve already seen Subaru raise its prices due to what it calls “market conditions,” which could very well be related to tariffs.

According to Reuters, Subaru issued a statement noting that “the changes were made to offset increased costs while maintaining a solid value proposition for the customer. Subaru pricing is not based on the country of origin of its products.” The company stopped short of citing tariffs as the reasoning behind these actions, though its price increases will range from $750 to $2,055 per vehicle, depending on the model and trim, and are set to take effect with vehicles landing on dealer lots in June. Subaru currently imports around 45 percent of its U.S. lineup.

As for Ford, it recently extended its employee pricing for everyone incentive through the Fourth of July holiday, but it’s also set to raise prices on three models that are built in Mexico and sold in the U.S. – the Ford Maverick, Ford Bronco Sport, and Ford Mustang Mach-E – but not the Lincoln Nautilus, which is assembled in China. Price increases for the 2025 Mustang Mach-E will range from $1,500 for the base Select Standard Range models up to $2,500 for the Select Extended Range variant, the Maverick is going up between $645 for the Tremor and $1,150 for the base XL hybrid, while Bronco Sport price increases range from $120 for the Badlands trim up to $1,510 for the Outer Banks.

Ford has said that it’s absorbing at least some of the costs of tariffs without passing them on to the consumer, and thus far, it isn’t cutting production as a result, either. However, the automaker also suspended its full year guidance until Q2 amid uncertainties pertaining to those same levies.