Ford Motor Company (F) Balances Recall Setback with Long-Term Profitability Goals

Ford Motor Company (NYSE:F) is one of the best manufacturing stocks to invest in now. On February 24, Reuters reported that Ford Motor Company (NYSE:F) is recalling 412,774 Explorer vehicles in the U.S. due to rear suspension toe links that may fracture, according to the National Highway Traffic Safety Administration. The regulator warned that fractured toe links could cause a loss of steering control, prompting the recall.

On February 10, Ford announced its Q4 and full‑year 2025 results. Quarterly revenue came in at $45.9 billion, down 5% year‑over‑year, with a net loss of $11.1 billion. For the full year, revenue rose to $187.3 billion, while net loss totaled $8.2 billion. Adjusted EBIT was $6.8 billion, and operating cash flow reached $21.3 billion. Looking ahead, Ford expects 2026 adjusted EBIT of $8–10 billion and adjusted free cash flow of $5–6 billion.

CEO Jim Farley highlighted progress in lowering material and warranty costs, improving quality, and making strategic decisions to strengthen Ford’s future. CFO Sherry House emphasized improvements in the industrial system, a robust product roadmap, and disciplined capital efficiency as drivers of stronger results in 2026 and beyond.

Ford Motor Company (NYSE:F), headquartered in Dearborn, Michigan, is a global automaker employing about 169,000 people worldwide. Its Ford+ plan focuses on three customer‑centered segments: Ford Blue (gas and hybrid vehicles), Ford Model e (electric vehicles and software), and Ford Pro (commercial vehicles and services). The company also offers financial services through Ford Credit and develops connected technologies, such as BlueCruise, to enhance customer experiences.

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