Toyota 4Runner sales are up 91.2% YoY in July.

Despite sales pulled ahead into March and April before tariff were in place (estimated at 173,000 sales), U.S. light vehicle sales are up in July. Estimates vary greatly, with J.D. Power-GlobalData seeing the market up 7.4% to 1,380,502 and Cox Automotive at +1.2% to 1,305,000. SAAR also vary: 16.4 million for J.D. Power-GlobalData (up from 15.6 million in July 2024) and 15.6 million for Cox, down from 15.8 million a year ago. The rest of the year is predicted to be soft as tariffed products start to trickle down and prices rise. Indeed the average new vehicle retail transaction price is expected to be $45,063, up $938 year-on-year. Incentives are slowing down at 6.1% of the price.

On the plus side, EV sales are unusually strong as buyers rush to buy before the expiration of the $7,500 federal EV tax credit on September 30. As such, EVs are expected to account for 10.9% in July, up from 9% in June and the first time in 2025 this share is above 10%. Another interesting factor in this month’s U.S. market is the inventory shooting up 28% year-on-year to 2.19 million units or 60-day supply vs. 49 in July 2024. 

This update only features the brands still reporting monthly data.

In the OEM charts, Toyota (+19.9%) and Hyundai-Kia (+13.2%) surge while Ford Motor (+9.4%) is also strong but American Honda (+0.2%) stalls. As for brands, Toyota (+21.9%) leads the way ahead of Ford (+9.6%) and Honda (+1.3%). Hyundai (+14.9%), Kia (+11.9%) and Genesis (+8%) all generate July records. Mazda (+13%) and Lexus (+9%) also shine, but Volvo (-21.9%) and Acura (-9.8%) are hit hard. The Ford F-Series sees its deliveries gain 6.6% year-on-year to over 73,000 with the Toyota 4Runner (+91.2%), Hyundai Santa Fe (+57.2%), Ford Explorer (+46.2%), Toyota Tacoma (+42.3%) and Mazda CX-5 (+25%) among the best performers.

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Previous month: USA June/Q2 2025: Ford (+13.6%) overtakes Toyota (+7.1%) as #1 brand in weakening market

One year ago: USA July 2024: Subaru Crosstrek (+36.3%), Honda Civic (+17.7%) impress in negative market

Full July 2025 results for selected OEMs, brands and models below.

USA July 2025 – OEMs:

OEMJul-25/242025/24Toyota Motor Corporation218,022+ 19.9%1,454,760+ 6.3%Ford Motor Co188,374+ 9.4%1,296,014+ 7.2%Hyundai-Kia157,353+ 13.2%1,050,505+ 9.8%American Honda121,017+ 0.2%860,168+ 6.1%Subaru54,035+ 4.5%375,810+ 0.4%Mazda45,047+ 13.0%255,345+ 5.4%Volvo Cars7,500– 21.9%72,180+ 2.2%

USA July 2025 – brands:

BrandJul-25/242025/24Toyota186,570+ 21.9%1,244,343+ 6.1%Ford180,415+ 9.6%1,232,992+ 6.9%Honda110,927+ 1.3%781,692+ 6.2%Hyundai79,543+ 14.9%518,823+ 10.7%Kia71,123+ 11.9%487,634+ 8.4%Subaru54,035+ 4.5%375,810+ 0.4%Mazda45,057+ 13.0%255,355+ 5.4%Lexus31,452+ 9.0%210,418+ 7.3%Acura10,090– 9.8%78,476+ 4.4%Lincoln7,959+ 4.7%63,022+ 11.7%Volvo7,500– 21.9%72,180+ 2.2%Genesis6,687+ 8.0%44,048+ 15.9%

USA July 2025 – models:

ModelJul-25/242025/24Ford F-Series73,538+ 6.6%486,386+ 15.4%Toyota RAV439,773+ 11.7%279,224– 1.6%Honda CR-V32,268– 5.7%244,829+ 6.3%Toyota Tacoma26,425+ 42.3%157,298+ 78.7%Toyota Camry26,052+ 7.2%181,382+ 1.0%Toyota Corolla20,018+ 1.4%140,070– 1.2%Honda Civic19,044– 5.7%147,280– 1.8%Ford Explorer18,837+ 46.2%123,766+ 5.2%Subaru Crosstrek17,628+ 15.1%107,962+ 13.9%Hyundai Tucson16,406+ 1.7%129,716+ 19.8%Mazda CX-515,539+ 25.0%85,799+ 3.8%Subaru Outback14,982+ 5.5%88,239– 8.0%Toyota 4Runner14,582+ 91.2%44,733– 39.7%Kia Sportage14,392+ 14.0%101,564+ 9.8%Hyundai Santa Fe14,128+ 57.2%79,206+ 20.7%Mazda CX-5013,810+ 71.6%60,724+ 40.4%Ford Bronco13,798+ 55.0%85,861+ 45.4%Toyota Tundra13,541+ 9.3%88,507– 2.6%Ford Transit13,461+ 15.7%89,518– 4.6%Hyundai Palisade13,235+ 53.3%70,432+ 12.9%Honda Accord  13,090– 6.5%81,055– 14.4%Hyundai Elantra12,354– 10.2%87,122+ 14.6%Ford Maverick12,022– 7.1%98,078+ 8.9%Subaru Forester11,886+ 11.3%107,858+ 4.2%Honda HR-V11,715– 1.8%90,825+ 3.0%Ford Escape11,216+ 7.1%93,805+ 10.3%Kia K4/Forte11,188+ 7.1%86,723+ 7.2%Ford Bronco Sport10,938– 18.7%83,376+ 13.9%Toyota Grand Highlander10,854+ 45125.0%76,273+ 37.7%Kia Telluride10,411+ 14.6%71,913+ 14.5%Honda Pilot9,910– 18.2%75,104– 4.2%Lexus RX8,997– 6.2%61,885– 4.1%Honda Odyssey8,821+ 26.9%58,854+ 27.4%Toyota Corolla Cross8,638+ 12.2%59,962+ 13.4%Kia Sorento7,965+ 10.5%58,884+ 9.3%Ford Expedition7,518+ 50.9%52,298+ 8.3%Toyota Sienna7,466+ 69.6%60,228+ 61.6%Lexus NX6,844+ 3.6%45,097+ 9.3%Mazda CX-906,739+ 26.4%34,799+ 23.0%Honda Prologue6,318+ 82.7%22,635+ 353.3%Hyundai Kona6,289– 6.3%46,117– 13.4%Ford Ranger5,974+ 10.9%38,951+ 89.4%Kia Carnival5,928+ 30.1%39,080+ 52.4%Kia K55,879+ 24.7%40,444+ 130.8%Hyundai Ioniq 55,818+ 70.3%24,910+ 12.5%Ford Mustang Mach-E5,308+ 15.6%27,093+ 1.0%Honda Ridgeline4,999+ 20.5%29,280+ 21.6%Kia Seltos4,917– 10.3%29,856– 22.0%Honda Passport4,762+ 86.5%31,830+ 68.9%Lexus TX4,754n/a29,901+ 40.2%Kia Soul4,665+ 36.1%30,791– 3.5%Toyota Highlander4,472– 26.2%34,528– 47.8%Hyundai Sonata4,413– 23.3%37,399+ 1.3%Ford Mustang4,229+ 31.8%27,780– 9.4%Mazda CX-304,124– 52.5%39,112– 34.7%Toyota Prius4,118+ 242.9%37,963+ 129.1%Ford E-Series3,576+ 28.4%23,040– 0.1%Lexus ES3,502– 7.3%22,683– 2.8%Lexus GX3,417– 28.0%22,310+ 60.7%Subaru Ascent3,007– 28.7%24,486– 23.9%Acura MDX2,976– 22.6%24,930– 15.6%Genesis GV702,873+ 7.2%19,036+ 28.1%Kia Niro2,751+ 2.9%14,539– 30.0%Lincoln Nautilus2,740– 11.5%21,273+ 3.3%Toyota Land Cruiser2,658– 57.6%29,994+ 208.3%Volvo XC902,600– 14.0%22,348+ 5.3%Hyundai Venue2,567+ 7.0%18,030+ 14.3%Subaru Impreza2,373– 8.0%17,351– 0.7%Hyundai Santa Cruz2,311– 11.6%16,532– 19.6%Acura ADX2,292new6,953newToyota Sequoia2,278+ 6.2%14,500– 3.4%Volvo XC602,210– 5.8%24,117+ 19.6%Genesis GV802,164+ 9.2%14,469+ 19.9%Mazda32,082– 47.4%19,028– 12.7%Lincoln Corsair2,052– 16.2%15,148– 1.0%Acura RDX1,974– 50.8%19,853– 17.8%Toyota bZ4X1,934+ 74.4%11,183+ 5.7%Subaru Legacy1,918+ 6.6%13,076+ 16.2%Kia EV91,737– 4.3%6,675– 41.9%Lincoln Navigator1,697+ 0.7%13,110+ 59.2%Mazda CX-701,600+ 74.5%9,958+ 403.9%Volvo XC401,590– 42.4%15,090– 3.5%Subaru Solterra1,562+ 23.9%8,063+ 21.3%Lexus IS1,519+ 4.2%11,377– 2.0%Lincoln Aviator1,470+ 298.4%13,491+ 9.8%Acura Integra1,404– 30.4%11,327– 27.7%Toyota Crown Signia1,348new13,630newKia EV61,290– 16.6%7,165– 42.6%Mazda MX-5 Miata1,163+ 130.8%5,935+ 31.7%Genesis G701,120+ 31.8%6,256– 1.4%Toyota Crown1,090– 7.1%6,144– 59.3%Hyundai Ioniq 91,073new2,086newToyota GR861,041+ 4.0%6,468– 23.6%Hyundai Ioniq 6949+ 22.0%7,271– 5.4%Lexus RZ800– 35.1%4,579– 33.4%Acura TLX779+ 26.5%4,413– 8.6%Lexus UX777+ 33.7%5,778– 2.9%Acura ZDX665– 4.2%11,000+ 965.9%Volvo EX30590new3,158newLexus LX581+ 27.4%4,261+ 13.0%Subaru WRX457– 66.6%6,888– 35.4%Genesis G80281+ 2.6%2,139– 11.0%Toyota Supra246– 20.1%1,477– 18.1%Subaru BRZ222– 18.1%1,887+ 12.0%Volvo S60/V60212– 82.6%3,677– 69.1%Volvo EX90185new2,157newGenesis G90152+ 35.7%859+ 6.2%Volvo S90/V90113– 21.5%1,224+ 27.6%Genesis GV6097– 67.2%1,289– 15.3%Lexus RC93– 36.7%898– 17.5%Lexus LS90– 42.3%781– 43.0%Lexus LC78– 25.7%868– 19.0%Toyota Mirai32+ 23.1%78– 71.2%Toyota Venza4– 99.9%696– 97.2%

Source: Manufacturers