Ford Motor Co.'s U.S. sales were down 0.8% year-over-year in October, driven by the end of production of the Ford Escape and Lincoln Corsair, but for its remaining lineup, combined deliveries were up 6.9%, the automaker said on Wednesday, Nov. 4.

Dealer services provider Cox Automotive Inc. had forecasted overall U.S. sales would increase 7.2% over last October for a seasonally adjusted annual sales rate around 16.1 million vehicles. Ford sold 174,123 vehicles last month.

With F-Series production rates recovered from an aluminum shortage stemming from multiple fires last fall at Novelis Inc., America's best-selling truck had its best October results since 2019, up 8.2%. Altogether, the Ford brand's large SUVs were up by more than 25% for their best results since 2002, and demand for the Maverick set a record October, up 3.4%, including a 38% increase for its hybrid version, also a best for October.

Large SUVs propelled sales gains. Explorer was up 25% with increases on low- and high-level trims. Expedition grew 57%. Bronco fell 4.8%, but the smaller Bronco Sport was up 4.5%. High-profit off-road vehicles like Bronco and trims including Raptor and Tremor were up 5%. Ranger midsize trucks fell 27%. The Mustang coupe was off by 20%. The Transit commercial van fell 7.8%.

Despite October 2025 being the first month without the federal EV tax incentive following its expiration, Ford EVs still declined by 71% year-over-year, including the discontinuation of the F-150 Lightning. Mustang Mach-E was down 57%. The E-Transit commercial van fell 55%.

Lincoln was down 1.6%, though excluding Corsair, the luxury brand had a 35% hike in sales. Nautilus was up 51% for its best October since 2007, when the MKX came to market, Aviator increased 25% for its best-ever October and Navigator rose 29% for its strongest October since 2007.

For October, Honda Motor Co. Ltd. reported an 8% U.S. sales increase year-over-year, Hyundai Motor Co.'s were up 5%, Kia Corp.'s gained 16%, Mazda Motor Corp.'s rose 25% and Subaru Corp.'s hiked 6%.

General Motors Co. and Chrysler, Dodge, Jeep and Ram parent Stellantis NV will report fourth-quarter sales in January.

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