Ford Motor is facing intense scrutiny in 2025 for leading the U.S. auto industry in safety recalls, issuing 88 recalls so far. A recent major recall affecting 850,000 vehicles due to potential fuel pump failure poses a serious risk. Quality concerns may impact consumer trust, increase warranty costs, and harm Ford’s market share and reputation.

The increasing number of recalls could be costly for Ford, covering expenses for repairs and replacements across millions of vehicles. Warranty costs surged 22% to $6 billion in 2024, mainly due to recall-related repairs. Ford is focusing on internal testing and product validation to address quality issues, but improvements may take up to 18 months to materialize.

Despite quality challenges, Ford’s core product lineup is performing well, with a 14.2% year-over-year increase in U.S. sales in Q2 2025 driven by strong demand for pickups like the F-Series. The Maverick achieved a record quarter with 48,041 units sold, attracting new Ford buyers. Slower growth in the EV market may benefit Ford, allowing more time to focus on gas-based vehicles and pickups.

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Read more at Nasdaq: Will Mounting Recalls Weigh on Ford Stock?