Given the fact that Ford's ramped down EV production for the moment, and basically only sells one EV in the states, EV transit is small volume and the lightning is gone, so it's just Mach-e in the US mostly, I'm not super concerned about Ford's current EV prospects.
It's all about CE1 right now. If they can execute stellar products leveraging that platform, they'll be fine.
That's true but there are plenty of cases where the supplier is to blame like the bad valves in the ecoboost v6s that weren't properly heat treated. OTOH the original bronco hardtop issue was on Ford for not doing proper due diligence on a final mass production sample.
Does this look like a company in trouble? Expected $8-$10B profit in 2026 without any new vehicles and without edge and escape. With at least 4-5 new products in the pipeline targeting more affordable prices it should get even better the next 3-4 years especially if warranty costs continue to go down.
All you hand-wringer sky is falling folks need to stop.
You don't honestly think that's the only measure do you? It's hard to have long term dependability if you can't get initial quality right. It's a big step in the right direction especially for public perception. Warranty costs have also been going down. Quality is definitely improving.
You really don't get it. You don't need to keep all existing buyers as long as you replace them with new buyers. They replaced fusion buyers with better maverick and bronco sport buyers who not only paid msrp but some paid $5k more.
This myth that once you lose a buyer they never return is hogwash. Most are no longer exclusively brand loyal and any good product will garner new buyers. 60% of Maverick ales went to Honda owners.
Escape sales will be replaced with EV sales and a new midsized SUV.