Ford's Recall Rollercoaster: Navigating Safety, Earnings, and Electric Dreams
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Ford's Recall Rollercoaster: Navigating Safety, Earnings, and Electric Dreams
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Ford has dominated headlines these past few days, especially with its latest recall—a massive one. According to Automotive Dive, Ford just recalled over 355,000 F-Series trucks due to instrument panel cluster software errors that can cause blank screens at startup, making critical driving information invisible and raising the risk of crashes. All affected vehicles, including the 2025 F-150 and several Super Duty variants, will get free software fixes, with owner notifications sent out today. This recall comes amid Ford’s already substantial total of 109 recalls this year, impacting more than 7.8 million vehicles. Just last month, Ford also recalled 103,000 F-150s for rear axle hub bolts and 312,000 pickups and SUVs for brake assist issues.
Financial news has been no less dramatic. Simply Wall St reports Ford beat Q2 earnings expectations, buoyed by higher unit sales, but surprised investors by cutting its full-year guidance due to tariff pressures. Despite optimism around its Ford Pro commercial platform, Ford warned of lower adjusted EBIT and free cash flow for the year, signaling risk from trade tensions. Ford’s long-term projections put revenue at $183.7 billion and aim to double earnings by 2028, but analysts see an 8% downside from the current share price. MarketBeat revealed that Vident Advisory LLC and Old Mission Capital both increased their Ford holdings, with Ford paying a $0.15 dividend today, yielding a solid 5.1%.
On the innovation front, Ford Authority shared news of a newly published patent for a visibility obstruction detection system, aiming to help drivers safely navigate poor weather. While Ford emphasized this is just IP strategy and not a product commitment, it fits within recent filings for advanced visibility and safety tech.
For the Mustang faithful and rumor mill regulars, speculation about a four-door Mustang continues to swirl. Automotive News, via Ford Authority, claims any such model would not arrive until at least 2028, potentially under the Mach 4 name, though nothing is confirmed beyond internal renderings and a trademark filing. Ford’s CEO Jim Farley further fueled buzz by saying a four-door performance Mustang is possible "if done right."
EVs remain a big talking point. InsideEVs details Ford’s ambitious $30,000 electric truck, to be built in Kentucky with a radically simplified battery—smaller, lighter, cheaper—planned for 2027. Ford is slashing parts and complexity compared to its earlier EVs, hoping this makes affordable electrics mainstream. Farley was quoted saying these vehicles will set a new standard, with multiple body styles and American-assembled LFP batteries.
On social media, Ford’s Mustang sedan rumors have reignited enthusiasts and critics, especially after the August dealer event showcasing future prototypes. News of the recall and the dividend drop are trending across investor corners on X and Reddit, while Farley's remarks about the EV truck and manufacturing overhaul have generated both optimism and skepticism.
Overall, Ford has been juggling critical safety fixes, investor anxiety, innovation patents, and bold EV promises—all with eyes on the market, regulators, and its fiercely loyal fanbase.
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