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Ford Third Quarter U.S. Sales Rise 8.2%; Seven Consecutive Months of Sales Growth


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On 10/1/2025 at 6:38 PM, Sherminator98 said:

 

Nah people have their esoteric likes that don't often survive even basic business 101 analytical skills.

 

Class 4 Plus trucks are other people's city cars or station wagons. 

 

Finally caught up with your post, and while I'm sure your reference to people who have "esoteric likes", was intended to be a "shot", that is in fact the problem I would say  Ford Pro has. 

 

While on the one hand Farley speaks of the dominance Ford has in class 1-7 he and his  management team could learn a lot about what the market for class 6 and 7 trucks is.  But it seems to me they have a narrow understanding of the class 6/7 market is..or if they do, they "go along to get along"-that is survive!  I don't remember who, but a retired Ford long termer on BON said an assignment to commercial trucks was considered a dead end assignment. 

 

I would say Ford must now recognize that most businesses  focus on  class 1-7 trucks as a required component to support their core business. I have long ago  recognized that the class 8 ship has sailed-sorry Joe 76- but we are not talking about that now.  As Tbone has said, OAP functions.  No significant plant expenditures are needed to keep class 6 and 7 in the mix.  Is that line at full utilization?  Probably not.

 

And what have the class 8 builders  done in recent years?  They have moved DOWN into class 6 and 7 and while their trucks I'm sure appeal to some buyers who are willing to pay a premium for their trucks, some do so for image/ego or as a driver retention tool.  But for most, a class 6 or 7 truck is a needed component and a 650 or 750 Ford can be speced to do the same job. 

 

Probably the biggest obstacle?....Fords failure to offer a Cummins or an Allison transmission.  And guess what, before OAP took on MD, the 650/750 starting in 2000 when Fords Escobedo plant was including those options up to and including the Blue Diamond venture.

 

Time that some "esoteric" types who have a good understanding of what the market for class 6 and 7 trucks is. Just as you Mr. Sherminator might be considered an "esoteric" in your world of "business analytical 101 skills"😎

 

 

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25 minutes ago, Bob Rosadini said:

Probably the biggest obstacle?....Fords failure to offer a Cummins or an Allison transmission.  And guess what, before OAP took on MD, the 650/750 starting in 2000 when Fords Escobedo plant was including those options up to and including the Blue Diamond venture.

 

Maybe, just maybe Ford could get away without using a Cummins but I get the commonality of the Allison transmission....wouldn't it be a natural to pair an Allison with the Otosan 9L Ecotorq for F750 as its exclusive powertrain option.....

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On 10/4/2025 at 5:55 PM, Joe771476 said:

How can total sales be 545K if F-series is 621K? What am I missing?

 

Have you not read a sales table before?  They're posted every month lol.  Look at the top of the column...

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