Ford says F-150 supplier issue impact fits within 2026 adjusted EBIT guidance of $10 billion-$11 billion

• Ford kept its full-year 2026 adjusted EBIT guidance of $10 billion-$11 billion despite a late-September F-150 supplier disruption.
• The supplier issue was described as short term, unrelated to aluminum, with the expected financial hit deemed containable within guidance.
• Q3 vehicle sales totaled 509,764, down 6.6% on planned Escape and Corsair phase-outs; retail share rose 0.4% to 12.1%.
• F-Series production increased 4.5% to 266,777 in Q3; Super Duty output reached 110,275, the best quarterly result in 19 years.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Ford Motor Company published the original content used to generate this news brief on October 02, 2026, and is solely responsible for the information contained therein.