It’s been a good year so far for full-size SUV sales, with Ford and GM locked in battle for the overall crown.
After making gains in the first quarter, the vast majority of full-size SUVs continued to build momentum over the past three months, posting a similar or even better second quarter sales between April 1 and June 30. 2025 has been a big model year for several big industry players, with GM updating their entire range, Ford bringing out the new Expedition and Lincoln Navigator, and Nissan bringing in both the new Armada and the Infiniti QX80. Taking a look at the raw numbers, though, there’s no denying that Ford and Lincoln are both riding high off their revamped flagship SUVs.
Let’s take a look at the full quarterly sales results below (we’ll go into progress throughout all of 2025 as well):
U.S. Full-size SUV sales: Q2 2025
| Model | Q2 2025 | Q2 2024 | Change (%) |
|---|---|---|---|
| Ford Expedition | 31,298 | 21,747 | +43.9% |
| Chevy Tahoe | 30,268 | 25,119 | +20.5% |
| GMC Yukon | 24,866 | 21,449 | +15.9% |
| Chevy Suburban | 16,343 | 11,779 | +38.7% |
| Cadillac Escalade | 11,692 | 10,069 | +16.1% |
| Jeep Wagoneer | 8,216 | 16,712 | -51% |
| Lincoln Navigator | 7,355 | 3,423 | +114.9% |
| Nissan Armada | 4,262 | 4,856 | -12.2% |
| Infiniti QX80 | 2,872 | 2,243 | +28% |
| Toyota Sequoia | 2,126 | 2,344 | -9.3% |
| Cadillac Escalade IQ | 1,810 | New model | New model |
| Jeep Grand Wagoneer | 1,307 | 4,005 | -67% |
| Lexus LX | 530 | 519 | +2.1% |
| TOTAL FULL-SIZE SUV SALES | 142,945 | 124,265 | +15% |
Retail customers and fleet buyers have taken so much to the Ford Expedition, in fact, that it actually pulled ahead of the Chevy Tahoe as the best-selling big SUV this past quarter — if only just. Granted, there are a few ways to slice that revelation, especially since GM produces different SUV models that, when you combine the Tahoe/Suburban/Yukon/Escalade together, handily outsell the Expedition (or even Expedition and Navigator combined).
Still, upticks of nearly 115% for the redesigned Lincoln Navigator and 44% for the Ford Expedition are nothing to scoff at. Matters are also looking good for GM, as the dominant player in the full-size SUV space gained ground throughout Q2 across all three marques under which it sells full-size SUVs. The new Infiniti QX80 also picked up 28% over the same period last year, showing the redesign is wooing some buyers toward the brand.
Things don’t look quite so rosy for Stellantis, however. After initially gaining a foothold against its Big Three rivals, the Jeep Wagoneer and Grand Wagoneer suffered huge declines in Q2 2025. The automaker did pause production at its Warren Truck Assembly Plant (WTAP) in late May, after another stoppage in April. In both cases, Stellantis reportedly stopped production due to supply chain shortages related to its twin-turbocharged 3.0-liter Hurricane engine (per MoparInsiders). Around the shutdowns, the Warren Truck plant was already down to a single shift building the Wagoneer/Grand Wagoneer, a sign of slowing demand for Jeep’s full-size SUVs. Now, that slowdown is showing up in the sales reports, with quarterly sales down 51% and 67% for the Wagoneer and Grand Wagoneer, respectively.
Full-size SUV sales: Year-to-date 2025 (from January 1 – June 30)
| Model | YTD 2025 (Q1 & Q2) | YTD 2024 | Change (%) |
|---|---|---|---|
| Chevy Tahoe | 60,095 | 48,443 | +24.1% |
| GMC Yukon | 48,190 | 39,462 | +22.1% |
| Ford Expedition | 44,780 | 43,307 | +3.4% |
| Chevy Suburban | 29,937 | 21,463 | +39.5% |
| Cadillac Escalade | 24,375 | 19,204 | +26.9% |
| Jeep Wagoneer | 13,616 | 29,843 | -54% |
| Toyota Sequoia | 12,222 | 12,868 | -5% |
| Lincoln Navigator | 11,413 | 6,550 | +74.2% |
| Nissan Armada | 8,172 | 8,833 | -7.5% |
| Infiniti QX80 | 6,936 | 4,716 | +47.1% |
| Cadillac Escalade IQ | 3,766 | New model | New model |
| Lexus LX | 3,680 | 3,315 | +11% |
| Jeep Grand Wagoneer | 3,156 | 7,555 | -58% |
| TOTAL FULL-SIZE SUV SALES | 270,338 | 245,559 | +10% |
Industry-wide, full-size SUV sales are up about 10%.
Zoom out a bit from the second quarter alone, and the picture looks a bit different, with GM now back on top. Ford’s meteoric rise in the sales charts comes down to the launch window. For both the Expedition and Navigator, units actually rolled out from the company’s Louisville, Kentucky plant and onto dealer lots this spring, with prospective buyers likely holding off until Q2 to actually get their hands on one.
In the broader sense, GM’s mid-cycle updates seem to be doing the trick, with every one of its SUVs up by double-digit percentages. On the whole, SUVs that have been around for a couple years now, like the third-generation Toyota Sequoia and fourth-generation Lexus LX, aren’t shaking the tree quite so much. Lexus sees a bit of a boon, probably thanks to the launch of its LX 700h hybrid model, while the Sequoia’s sales dropped by 5%.
Nissan Armada sales are down 7.5% year-over-year, while the Infiniti QX80, it’s luxurious counterpart, actually gained major ground (47.1%). It’s worth noting the Infiniti QX80 actually launched first, with its summer arrival bringing an initial slump in sales of the last-generation version. Sales rebounded in the first quarter of 2025, and still seem to be picking up steam. As for the Armada, Nissan launched its third-generation model in December. As vehicles continue to make their way to dealers, there could be a surge in the third quarter, but we’ll have to wait and see.
Sadly, looking through a wider lens at the Jeep Wagoneer/Grand Wagoneer doesn’t seem to make much of a difference with its sales figures. Among all the players in the full-size SUV space, Jeep looks to be in serious trouble here, and it remains to be seen whether a discount program (several dealers are discounting lower-spec Wagoneers by at least $5,000, for example) and the possible return of a Hemi V8 option will spur sales in the right direction.
