TLDR: Ford Motor Company delivered 188,374 units in July 2025 (+9.6%), with Ford brand at 180,415 units and Lincoln contributing 7,959 units (+11.2%). The Explorer’s 46.2% surge and Navigator’s 25% gain validate the company’s truck/SUV focus while the Mustang remains the lone passenger car survivor.
Ford Brand Dominates Volume
Ford’s 180,415 units (+9.6%) came from predictable sources—trucks and SUVs representing 97.6% of volume. TheF-Series maintained leadership at 73,538 units (+6.6%), extending its four-decade reign as America’s best-selling vehicle despite modest growth.
| Ford Key Models | July 2025 | July 2024 | Change |
|---|---|---|---|
| F-Series | 73,538 | 68,992 | +6.6% |
| Explorer | 18,837 | 12,887 | +46.2% |
| Bronco | 13,798 | 8,902 | +55.0% |
| Escape | 11,216 | 10,472 | +7.1% |
| Bronco Sport | 10,938 | 13,449 | -18.7% |
| Maverick | 10,331 | 9,567 | +8.0% |
| Ranger | 9,359 | 7,334 | +27.6% |
| Expedition | 7,518 | 4,983 | +50.9% |
| Mustang | 4,229 | 3,209 | +31.8% |
The Explorer’s 46.2% explosion to 18,837 units and Bronco’s 55% surge to 13,798 units show Ford capturing pent-up demand as inventory finally normalizes. The Expedition’s 50.9% jump suggests production constraints easing on the high-margin full-size SUV.
The Bronco Sport’s 18.7% decline raises cannibalization concerns, but combined Bronco family sales of 24,736 units justify the two-model strategy. The Mustang’s 31.8% gain to 4,229 units proves keeping one passionate product while killing boring sedans was the right call.
The Edge’s disappearance (0 units versus 3,981 last July) went largely unnoticed—exactly what Ford wanted. The Maverick’s modest 8% growth disappoints given the compact truck’s buzz, but supply constraints limit potential.
Lincoln Provides Luxury Margins
Lincoln’s 7,959 units (+11.2%) won’t support full luxury brand infrastructure, but as a profitable niche within Ford Motor Company, it adds crucial margins.
| Lincoln Models | July 2025 | July 2024 | Change |
|---|---|---|---|
| Nautilus | 2,456 | 2,234 | +9.9% |
| Aviator | 1,876 | 1,470 | +27.6% |
| Corsair | 1,765 | 1,987 | -11.2% |
| Navigator | 1,543 | 1,234 | +25.0% |
| Continental | 319 | 298 | +7.0% |
The Navigator’s 25% surge to 1,543 units proves American luxury resonates at $80,000+ price points, competing directly with Cadillac Escalade. The Aviator’s 27.6% jump shows the three-row SUV finding its audience after resolving initial quality issues.
The Corsair’s 11.2% decline suggests the entry-level SUV needs refreshing. The Continental’s 319 units make it essentially a fleet/livery vehicle existing for brand completeness.
Strategic Focus Validated
Ford Motor Company’s combined 188,374 units demonstrate the truck/SUV strategy working as intended. Thecomplete corporate sales picture shows 97% truck concentration isn’t a bug—it’s a feature.
The F-Series alone generates more profit than many entire car companies. Add Explorer, Bronco, Expedition, and Lincoln Navigator margins, and Ford has assembled a profit-printing portfolio while competitors lose money chasing EVs.
Year-to-date performance of 1,290,234 units positions Ford Motor solidly, with the F-Series contributing 486,386 units. The company has essentially become a truck manufacturer that keeps the Mustang for heritage and Lincoln for luxury margins.
Looking ahead, inventory challenges loom as July’s strong sales depleted dealer lots. But with focused product lineup and clear strategy—trucks for Ford, luxury SUVs for Lincoln—the company appears positioned for continued profitability even if volumes plateau.
