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Ford CEO Jim Farley told reporters Wednesday that a supplier component shortage halted F-150 production last week at a Michigan plant and also affected the Kansas City plant — putting both offline for about a week. “We are back up and running,” Farley said, but “it is impacting our third-quarter wholesale”; Q4 production should be unaffected.
What happened
Key figures:
- About 1 week of lost F-150 production across two plants (Michigan and Kansas City).
- F-Series sales fell 11% year over year through August; Ford’s overall US sales are down 10%.
- Ford absorbed about $800M in costs through H1 2025 from the Novelis aluminum-supplier fires, which it says it has fully recovered from.
- The company plans to build 150,000 more trucks this year than in 2025’s reduced volume.
- Cox Automotive estimates Hyundai will unseat Ford as the No. 3 US seller in 2026.
Why it matters
The F-150 is Ford’s profit engine, so even a one-week stoppage moves the needle on quarterly wholesale numbers. Farley’s candid framing — the issue is fixed, Q3 takes the hit, Q4 is clean — is designed to contain the story before earnings season.
The bigger worry is the trend, not the week. F-Series down 11% with overall US sales down 10% points to a demand and share problem that a component shortage didn’t cause. Investors should read this as two separate issues: a one-off supply disruption and an ongoing competitive slide.
The competitive context stings. Cox Automotive’s forecast that Hyundai will pass Ford as America’s No. 3 seller in 2026 underlines how much share Ford is bleeding while it fixes operational fires.
What to watch
Ford’s Q3 wholesale numbers and management’s tone on the earnings call will show how much of the shortfall is truly one-off. Also watch whether the extra 150,000 trucks planned this year can actually be sold into a softening market.
Is this a buying opportunity on a temporary blip, or is Ford’s slide structural? What do you think?
Source links:
Wall Street Journal
Super Hits 97.9 (Reuters)Auto-posted by the Bull Lounge news desk.
Not financial advice.
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