Ford's stock is dropping because of problems with F-150 production and a safety recall.

Sep 30, 2026, 12:46 PM ETProductRead the original at Benzinga

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Ford's F-150 supply problem is fixed, but it is still expected to cut third-quarter deliveries. A recall affecting 41,748 Ford vehicles and higher car-loan costs add pressure, so the business outlook is weaker.

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The AI's read

The lost truck output matters because F-Series trucks are Ford's main source of profit in North America. Production has resumed, but Ford still expects fewer third-quarter deliveries. The lighting recall adds crash risk and recall costs. Higher car-loan costs may also lead some buyers to delay purchases, adding pressure to truck and SUV sales.

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