Ford said production of F-150 trucks in late September was affected by a short-term supplier issue unrelated to aluminum. The company said the expected financial impact is containable within the full-year 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion that it provided on July 28.

1. 01

   Ford said production of F-150 trucks in late September was affected by a short-term supplier issue unrelated to aluminum. The company said the expected financial impact is containable within the full-year 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion that it provided on July 28.

2. 02

   The company said its Q3 sales fell 6.6% to 509,764 vehicles, reflecting the planned portfolio changes, according to the company. It said that excluding the planned phase-out of Escape and Corsair, its Q3 retail share rose about 0.4 percentage points year over year to 12.1%.

3. 03

   Ford said F-Series sales rose 2.4% in September to 67,448 trucks, and totaled 561,508 trucks through September. The company said Super Duty production rose 4.4% to 110,275 trucks in Q3, its best quarterly result in 19 years, and that overall F-Series production rose 4.5% to 266,777 trucks.

4. 04

   Ford said Maverick Hybrid sales rose 59.6% to a quarterly record of 27,793 trucks in Q3. The company said active paid software subscriptions exceeded 1.7 million through September, up more than 40% year over year.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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