Ford Ruined by Another Recall

"It is nearly impossible to keep track of the Ford Motor Co. ( NYSE: F) recalls this year. The numbers are just too large. It is over 100 this year, and perhaps as high as 103. Even though there are nearly four months left in 2025, no car company has matched that number for a full year. According to Reuters, the new recall, based on National Highway Traffic Safety Administration information, covers almost 1.5 million vehicles."

"The recall is based on a faulty rear-view camera. It includes some vehicles from model years 2015 to 2019 of Lincoln MKC, Lincoln Navigator, Mustang, F-250, F-350, F-450, F-550, Expedition, Edge, Transit, Transit Connect, Econoline, and Ranger. That is an extremely large range across Ford's U.S. fleet. Ford has repeatedly said that it would lower warranty costs, which have cost it billions of dollars in earnings. Quarter after quarter, management makes this promise. The results never materialize."

"Ford is in a fight for its life, which management admits. CEO Jim Farley recently said Chinese electric vehicles (EVs) are so well-made and so inexpensive that they could wreck Ford if they were sold in the U.S. Ford has repeatedly bungled its own EV launches. It plans a new assembly platform to change that. CEO Farley says the plan is risky. Very."

Ford Motor Co. has issued more than 100 recalls in 2025, possibly reaching 103, with a recent recall affecting nearly 1.5 million vehicles. The recall stems from a faulty rear-view camera impacting numerous 2015–2019 Ford and Lincoln models, producing a broad U.S. fleet impact. Warranty costs have reached billions, undermining earnings despite repeated managerial promises to reduce them. Management acknowledges a survival struggle as CEO Jim Farley warns cheap, well-made Chinese EVs could devastate Ford if sold in the U.S. EV launches have been mishandled, prompting a planned but risky new assembly platform. Ford lags peers in software and has been a poor big-cap investment.

Read at 24/7 Wall St.