Positive Momentum: Lincoln Is Leaning on One Model — the Navigator

Lincoln wrapped up the year with a modest 2% increase in sales, even though November showed a 12.3% drop. The key driver behind that positive trend was essentially one vehicle: the Lincoln Navigator.

From January through November, the brand moved 19,393 units — a 42.9% jump compared with 2024. That surge is especially notable given the decline across Lincoln’s other SUVs: the Aviator, Nautilus, and Corsair.

The Navigator remains one of the most profitable models for both Lincoln and Ford, with the high-margin Black Label trims making up the bulk of demand. Interest has risen with the arrival of the model’s fifth generation — mechanically familiar, but now featuring a refreshed interior and design cues borrowed from the Nautilus.

The Navigator’s strong performance fits the broader trend of growth in the full-size SUV segment, where models like the Escalade, Suburban, and QX80 are all posting double-digit gains.

Still, Lincoln’s shrinking lineup raises questions. With the discontinuation of the Corsair, the brand is down to just three crossovers, and no new projects have been announced.

The most likely path forward is a large electric SUV, something Ford CEO Jim Farley has previously hinted at — though any timeline for such a model remains unclear.