iamamultitasker

These don't appear to be real numbers - just estimates. On the Feb 2016 sales call, I think LaNeve said Ford ATP's were up $ 1,200 YoY.

According to Mark LaNeve on the conference call, the MKX is just starting to hit the lots and is turning in less than 20 days (I think he said 16) so the demand is there and you can probably expect a surge in September.

http://finance.yahoo.com/news/strong-demand-products-boosts-ford-131500644.html In a shortened month, Ford had wonderful sales. Its most profitable vehicles (F-Series, CUV's) were up big time. Particularly interesting is that the F-Series continues its retail sales blitz which indicates an amazing September. As a shareholder, I couldn't be more pleased with this report and also impressed that it's all going according to Ford's plan.

I think you're right. According to Wikipedia, the engine that's going into the Oshkosh L-ATV: Motive power for the JLTV variant of the L-ATV is provided by a digitally-controlled General Motors (GM) Duramax V8 cylinder 6.6-liter diesel engine of undisclosed power output, but estimated to be around 300 hp. In commercial use power output of this engine is currently up to 397 hp (296 kW) at 3000 rpm. An unspecified fully automatic Allison Transmission is fitted, this coupled to an Oshkosh transfer case. It is currently not known if this is a single-speed, or two-speed (high/low ratio) transfer case.

Some important F150 facts: 1. Inventory is up to just under 90K or about 2K+ from the previous month's end inventory. 2. ATP was $3,200 higher than last July. 3. Incentive spending was about $2,000 less on average than Silverado. This was a great month for Ford. Looking forward to higher F150 sales and inventory levels over the next few months. Barring a major meltdown in the economy, Q3 should be another record quarter for Ford given the blazing sales of its higher profit vehicles like F150, Explorer, Edge and Mustang. It's amazing how the F150 $10K incentive story ran all over the place and in the end, GM out spent Ford by a fairly large margin.

http://www.latimes.com/business/autos/la-fi-hy-chevy-unveils-new-silverado-truck-20150710-story.html This seems pretty quick. Based on the following: 1. Jacked up Silverado incentives. 2. GM's disingenuous anti-aluminum internet campaign. 3. Aluminum body F150's flying off lots with low incentives. 4. Quick refresh of Silverado for 2016. it looks like GM is getting worried here. I can't remember where, but I read an article that stated that GM's Silverado sales gains were almost all fleet due to Ford's giving priority to retail with the new F150. Will be very interested to see how F150 overall sales with a larger inventory look in July-August vs Silverado/Sierra.

I see that I made a mistake on the numbers. I should have said F-series on the sales and production numbers rather than F150. I'd also like to see a break down of the F-series mix. Here's a quote from pickuptrucks.com on Ford's production capacity: When both F-150 plants are running at full production, they will have the combined capacity to make as many 700,000 half-ton pickups in a 12-month period (note: this number includes F-150 production that goes to Canada and shipped globally to 90 other markets). For reference, according to our Cars.com sources, Ford sold more than 470,000 F-150s for the year in the U.S. and a total of 753,000 F-Series (F-150, F-250, F-350, F-450, and F-550) pickups at the end of 2014 (again, just in the U.S.), so this positions Ford to potentially to produce well over a million pickup trucks in North America when all three truck plants (Dearborn, Kansas City and Kentucky) are running at full steam.

I've never seen an F150 maximum monthly production number posted anywhere. However, if Ford's plan is to build inventory to 130-140K from 75K F150's over the next 3 months in the face of growing sales, I think you have to peg their full production capacity at somewhere near or over 80K per month. (If someone knows something more specific about production I'd appreciate hearing about it.) If you assume 80K per month max you could get to somewhere around 960K per year if you ran full speed all the time. This would allow some pretty good growth vs 2014's 750K sales number without adding an additional plant.

At the June sales conference call Ford said that the 2015 F150 inventory is still close to 50% (don't remember the exact number) of what they consider fully stocked which I think is around 140,000. Production is current running above sales so it will take a few more months to get to that point. By the end of Q3 the inventory should be at normal levels according to Ford. Given the above and that transaction prices are way up and the turn rate is 1/2 of the industry rate, I don't think there's an F150 problem - yet. If we don't start seeing a sales bump next month and increasing up to the end of the year then I start worrying.

aneekr, I believe your chart is accurate, but misleading since it probably includes the finance arm of Ford. The last I looked, the Ford balance sheet was rock solid and the finance division appropriately capitalized. It's hard to tell without the numbers.

LOL! If the sales price and the profit are the same then the cost is the same. Akirby, you've made some dumb remarks before, but this is the dumbest!

For some reason I can't seem to get the Quote button to work for me on this site. Anybody know why? Richard, First of all, Toyota's shareholder equity is around $135 Billion. You misread the balance sheet. You have to convert the Yen to dollars by multiplying 14M x 1M / xchange rate = 134B. That's about 7x Ford's shareholder equity. Secondly, sure Ford has about 37B in cash, but you have to factor in the net long term debt and also the overhang from the unfunded portion of the pension plan and you get a much weaker position, much weaker than Toyota's at least. Ford is actually in great financial shape which is one of the many reasons I own the stock, but your argument that somehow Toyota isn't in a position to fund an attempt to develop a competitive product to the F-150 is not based on facts. Toyota has enough money to try whatever. BTW, I actually think Ford has a good chance to outcompete and out develop Toyota in many market segments, but this has nothing to do with Toyota's financial position which is amazingly strong.

Actually, Toyota has about $40B in net cash and cash equivalents which is way more than Ford. In addition, Toyota has an overwhelming amount of long-term investments which when netted out against long-term debt makes them a financial monster. They have way more resources than Ford.

Slightly off topic, but not more than most of these posts, we bought a 2014 Fusion with a 1.5L EB engine last month. This engine has made an EB believer out of me. If we drive it 68 - which is only breaking the law by 3mph - we get over 37 mpg on the highway. The city driving has predictably bad fuel economy, however, we average over 30 mpgs without doing anything special. The car has plenty of power for normal driving and handles wonderfully. This makes me think that the 1.0L EB is going to be an absolute winner.

My wife and I bought a new 2014 Fusion SE (1.5L EcoBoost, moonroof, darkside color) this last weekend. We test drove the C-Max, Focus and Fiesta as well. Neither of us was really thrilled by any of the last 3 and I particularly did not like the Focus which was cramped inside and also had a noticeable intermittent shudder from the transmission. While the C-Max was the best of the 3, it just did not grab either of us. I would not be surprised if other people experience something of the same. The Fusion is a great car and when you put it side by side with those others, it is better buy IMO if you value looks, performance and interior space. In fact, I wouldn't be surprised if the sales drop in Focus and C-Max is related to the hot sales of the Fusion ICE and Fusion hybrid. The extra money for the Fusion is worth it!