Toyota Motor Corp. reported record-breaking global sales for the second consecutive month, driven by robust demand in the United States and Japan, as buyers rushed to purchase vehicles ahead of U.S. President Donald Trump’s import tariffs.

The automaker’s global sales, including subsidiaries Daihatsu Motor and Hino Motors, surged 12% year-over-year to 936,718 units in April, marking a new monthly high, the company announced Thursday. Global production reached 902,425 units.

In the U.S., Toyota and Lexus brand sales climbed 10% last month, fueled by steady demand and a spike in orders as a 25% tariff on imported cars and parts took effect in April.

However, a U.S. trade court ruled the global tariffs illegal on Thursday, halting their enforcement, with the Trump administration vowing to appeal.

The tariff uncertainty has put pressure on Japanese automakers, who rely heavily on the U.S. market.

Industry estimates suggest tariffs could cost Japanese carmakers up to $19 billion. Toyota projects a 180 billion yen ($1.6 billion) impact for April and May alone but has maintained a cautious approach.

CEO Koji Sato emphasized flexibility, stating the company will avoid major strategic shifts until the trade landscape stabilizes.

Long-term, Toyota is exploring expanded local production and product development in the U.S.

The broader Japanese auto sector also saw gains, with Honda Motor reporting a 13% U.S. sales increase and Nissan Motor a 10% rise in March.