U.S. auto demand cooled markedly at the end of the second quarter after a spring buying spree that preceded Washington’s April imposition of a 25% tariff on imported vehicles and components. Industry researcher J.D. Power estimates total deliveries rose 2.5% from a year earlier, yet the seasonally adjusted annual selling rate slipped to 15 million units in June, the slowest in 12 months and well below April’s 17.6 million pace. Ford Motor Co. outperformed its peers, lifting second-quarter sales 14% to roughly 612,000 vehicles and expanding its U.S. market share to 14.3% on the strength of pickups, SUVs and hybrids. General Motors reported 746,588 deliveries, a 7.3% increase, while American Honda advanced 8.4% to 387,574 vehicles. Toyota’s U.S. volumes rose about 7% to 666,469 units, helping Japanese automakers collectively notch a 3% gain to 1.55 million vehicles, even as several brands saw June declines after earlier stock-piling by consumers. Analysts warn that the tariff-driven pull-ahead, combined with elevated borrowing costs and record vehicle prices—averaging $48,799 in June—could restrain demand through year-end. Cox Automotive expects the selling rate to hover near 15 million units in the second half, and projects higher sticker prices as manufacturers pass most of the new duty’s cost to buyers.