Ford Motor says F-150 supplier issue is containable within 2026 adjusted EBIT guidance
Excluding the planned phase-out of Escape and Corsair, Ford Motor estimates its third-quarter retail share rose approximately 0.4 percentage points to 12.1%.
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Ford Motor said production of F-150 trucks was affected at the end of September by a short-term supplier issue unrelated to aluminum. The company said the expected financial impact is containable within its full-year 2026 adjusted EBIT guidance of $10 billion to $11 billion, which it provided on July 28, 2026.
Ford Motor said third-quarter sales totaled 509,764 vehicles, down 6.6%, reflecting the planned portfolio changes. Adjusted for the phase-out of Escape and Corsair, total vehicle sales volume was essentially unchanged, compared with an industry decline of about 1%.
F-Series sales rose 2.4% in September to 67,448 trucks. Through September, F-Series sales totaled 561,508 trucks, extending the company's lead over the Chevrolet Silverado to more than 140,000 trucks.
Super Duty production totaled 110,275 trucks in the third quarter, up 4.4% from a year ago. Overall F-Series production rose 4.5% to 266,777 trucks in the quarter.
Key facts
- 2026 adjusted EBIT guidance
- $10 billion to $11 billion
- Guidance provided
- July 28, 2026
- Third-quarter retail share
- 12.1%, up approximately 0.4 percentage points, excluding Escape and Corsair phase-out
- Third-quarter sales
- 509,764 vehicles, down 6.6%
- F-Series sales through September
- 561,508 trucks
Source: Form 8-K filed October 2, 2026. The company's release as filed with the SEC.
Written by GetSignal with AI from the company's SEC filing.
Not investment advice.
