Is the Ford Explorer Still a Cornerstone of Ford’s US Lineup?

JJ Bounty

Ford Motor Company’s F Explorer SUV has long been a favorite among U.S. consumers and drivers worldwide, paving the way for road-oriented SUVs when such vehicles were still uncommon. Over the years, it has remained one of the top models in its segment, and given its long production run, countless Explorers are still in use today. Per Ford Authority, during the second quarter of 2025, the Explorer ranked among the most common vehicles on American roads.

Per Experian’s second-quarter 2025 State of the Automotive Finance Market Report, the Ford Explorer was the 10th most prevalent vehicle in the United States, representing 1.2% of all vehicles. Ford Escape and a few other models also account for the same percentage of sales. As usual, the Ford F-150 led the rankings at 3.7%, followed by the Chevrolet Silverado 1500 (2.7%), Toyota Camry (2.3%), Honda Accord (2.0%) and Honda CR-V (2.0%), rounding out the top five.

Ford also held the top spot among automotive brands on U.S. roads in the latest quarter, accounting for 14.6% of the total. Chevrolet came second at 13.3%, followed by Toyota (13%), Honda (8.5%) and Nissan (5.8%), completing the top five.

At the manufacturer level, Ford ranked second overall, representing 15.6% of all vehicles on U.S. roads. Ford has led this list multiple times before, including the third quarter of 2024 and the end of 2023, when it accounted for 14.7% and remains one of the most dominant automakers in the country. F carries a Zacks Rank #2 (Buy) at present. 

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Market Share of Ford’s Rivals

In the first nine months of 2025, General Motors Company GM sold 2.2 million vehicles in the United States, up 10% from the previous year. General Motors’ market share rose to 17.2%, its highest level since 2015. General Motors also achieved record crossover and SUV sales in the third quarter, with models like the GMC Terrain, Chevrolet Equinox, Chevrolet Traverse, and Buick Envista all posting their best-ever third-quarter results.

See also  <!DOCTYPE html><html lang="en"><head> <meta charset="UTF-8"> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>Unveiling Financial Insights: NVIDIA, Cisco Systems</title></head><body> <h2>Consumers and Business Finances: A Strong Foundation</h2> <p>The pulse of consumer and business finances beats steadily, underlying a vigorous economic landscape poised for further growth.</p> <p>Deutsche Bank's Binky Chadha noted the robust state of household and corporate balance sheets, diverging significantly from historical downturns, setting the stage for continued economic momentum.</p> <p>While debt levels capture attention, the critical measure is how this debt aligns with the capacity for its servicing, a metric that stands historically resilient.</p> <p>Amidst prevailing pessimistic sentiment among consumers and business executives, data shines a light on their steadfast expenditure patterns, guided by robust financial capabilities.</p> <h2>The Stock Market: Unshackled from Trump's Influence</h2> <p>Conventional wisdom once heralded Donald Trump's policy agenda as a boon for the stock market compared to his Democratic counterparts. However, recent events unveil a shift in this narrative.</p> <p>RBC's Lori Calvasina highlighted a decoupling between stock market trends and Trump's electoral odds, signaling a divergence from previous expectations tied to political outcomes.</p> <p>History illustrates how amid contentious policy reforms, corporations showcased resilience in enhancing earnings, an encouraging precedent in the current scenario.</p> <h2>The Power of Compound Interest: Beyond Political Partisanship</h2> <p>Delving into the impact of political affiliations on investment outcomes, insights reveal a marginal variance in returns between Democratic and Republican presidential tenures.</p> <p>However, investors maintaining a steadfast stance irrespective of the White House occupant significantly outperformed, showcasing the supremacy of consistent market participation in wealth accumulation.</p> <p>BlackRock's Gargi Chaudhuri emphasizes the pivotal role of continuous investment, underscoring the transformative influence of compound interest in creating enduring prosperity.</p> <h2>U.S. Corporate Dominance: A Tale of Unparalleled Success</h2> <p>Reflecting on Mario Draghi's discerning analysis of European competitiveness, Jim Reid of Deutsche Bank accentuates the dynamic landscape favoring U.S. corporations over their European counterparts.</p> <p>Highlighting the dearth of EU firms surpassing €100 billion market capitalization within the last 50 years, the allure of American business prowess stands evocatively eminent.</p> <p>The distinct essence of innovation, business-friendly regulations, and robust corporate governance principles in the U.S. market herald a golden era of prosperity and growth.</p> </body></html><!DOCTYPE html><html lang="en"><head> <meta charset="UTF-8"> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>A Glimpse into Financial Insights</title></head><body> Insights into Financial Trends: A Deep Dive into Market Dynamics

Per CNBC, Tesla, Inc. TSLA maintained its lead in the U.S. electric vehicle market with an estimated 43.1% share as of September. However, that’s a decline from 49% at the end of last year as more automakers introduced new EV models. Tesla delivered 497,099 units in the third quarter, up from 462,890 units in the third quarter of 2024.

F’s Price Performance, Valuation and Estimates  

Ford has outperformed the Zacks Automotive-Domestic industry year to date. Its shares have gained 20.4% compared with the industry’s growth of 13%. 

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Image Source: Zacks Investment Research

 
From a valuation perspective, F appears undervalued. Going by its price/sales ratio, the company is trading at a forward sales multiple of 0.29, lower than the industry’s 3.48. 

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Image Source: Zacks Investment Research

 
The Zacks Consensus Estimate for F’s 2025 and 2026 EPS has moved up a penny and 5 cents, respectively, in the past 60 days. 

 

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Image Source: Zacks Investment Research

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This article originally published on Zacks Investment Research (zacks.com).

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