Ford Recalls 41,875 US Vehicles Amidst Net Sales Breakdown

Ford Motor Company is recalling 41,875 US vehicles. The company is the world's largest car manufacturer, with a revenue breakdown of 93.4% from car sales and 6.6% from financing services. Geographically, the US accounts for 67.6% of net sales, followed by Canada, the UK, Mexico, and other countries.

Ford Motor Company, the world's largest car manufacturer, has announced a voluntary safety recall affecting 41,875 vehicles in the United States. The recall, which was reported by the National Highway Traffic Safety Administration (NHTSA) on August 1, 2025, involves certain model-year 2025 vehicles, including the Ford F-150, Expedition, Bronco, Ranger, and the Lincoln Navigator. The issue pertains to a potential fault in the Electronic Brake Booster (EBB) module, which may cause a temporary loss of power brake assist while driving or using advanced driver-assistance systems (ADAS) [1].

The recall is a significant development for Ford, which has a revenue breakdown of 93.4% from car sales and 6.6% from financing services. Geographically, the US accounts for 67.6% of net sales, followed by Canada, the UK, Mexico, and other countries. The EBB module may enter a faulted state under rare conditions, triggered by voltage disturbances, which can shut down brake boost until the vehicle powers off and restarts. This could result in increased stopping distances and potential safety risks for drivers [1].

Ford has not provided specific details on the root cause of the issue or the timeline for repairs. However, the company has assured customers that the recall will not impact the overall quality or safety of their vehicles. The recall highlights the importance of ongoing safety checks and updates for modern vehicles, especially those equipped with advanced driver-assistance systems.

In related news, Ford has also been active in the financial markets. On August 12, 2025, Ford Rollin L., a director of the company, reported selling 90,000 shares of Symbotic Inc. (NASDAQ: SYM), netting approximately $4.64 million. Symbotic Inc. has demonstrated remarkable growth, with revenue increasing by 35.75% over the last twelve months. The stock appears slightly undervalued at current levels, delivering an impressive 146.4% return over the past year [2].

Ford Motor Company is also navigating the rapidly evolving landscape of electric vehicles (EVs) while grappling with cost pressures and market uncertainties. The company's unveiling of its Universal EV Platform marks a significant step in its electrification strategy. This platform is designed to support multiple vehicle types, with the first model slated to be a midsize pickup. Ford aims to leverage this platform to reduce costs through design improvements, manufacturing efficiencies, and parts standardization [3].

Despite these developments, Ford faces challenges in managing costs and maintaining profitability. The company's gross profit margins in the first half of 2025 are concerning, with margins of just 7.22%. Ford's financial projections for 2025 suggest a breakeven point in the first quarter, indicating potential near-term financial challenges. Analysts have provided varied projections for Ford's financial performance, with EPS estimates for 2025 ranging from $0.86 to $1.27, and EBIT forecasts generally around $6.5-7 billion [3].

The recall and ongoing financial challenges highlight the complexities Ford faces in maintaining its competitive position in the automotive industry. As the company continues to invest in EV technology and cost management initiatives, it will be crucial for Ford to navigate these challenges effectively to ensure long-term success.

References:
[1] https://myvalleynews.com/blog/2025/08/10/ford-issues-safety-recall-for-312120-vehicles-due-to-potential-loss-of-power-brake-assist/
[2] https://www.investing.com/news/insider-trading-news/ford-rollin-l-sells-symbotic-sym-shares-worth-464-million-93CH-4194319
[3] https://za.investing.com/news/-3840111