Massive Ford Recall Targets 4.4 Million Vehicles Over Trailer Software Failure
Feb 27, 2026 (17 hr ago)
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Ford initiated a massive recall affecting nearly 4.4 million vehicles due to a software glitch impacting trailer lighting systems.
Scope and Resolution of 4.4 Million Vehicle Recall
- The recall addresses a software glitch that can cause trailer taillights, turn signals, and brake lights to cease functioning, raising crash risks.1
- The affected population includes 2021 through 2026 F-150 pickups, Expedition SUVs, Ranger, and Maverick pickups.1
- Ford plans to resolve this issue through an over-the-air software update sent to the trailer control modules.1
Separate Safety Action on Explorer Suspension Components
- Ford is also recalling 412,774 Explorer vehicles in the U.S. because rear suspension toe links may fracture during operation.2
- Federal regulators noted this specific recall addresses a potential safety issue that could result in a loss of steering control.4
- This action expands a previous safety campaign covering Explorer models manufactured between 2017 and 2019 related to the same component failure.4
Financial Performance and 2026 Outlook
- Quarterly revenue for Q4 2025 was $45.9 billion, marking a 5% year-over-year decline, alongside a reported net loss of $11.1 billion.2
- The company projects 2026 adjusted EBIT to fall between $8 billion and $10 billion, driven by cost improvements.2
- The Ford+ plan structures the business around three segments: Ford Blue (gas/hybrid), Model e (EV/software), and Ford Pro (commercial).2
European Operational Focus and Partnerships
- The Ford Pro segment continues to serve as a primary driver of profitability within Ford’s European operations.3
- Ford is leveraging Renault Group's B-segment EV architecture to significantly reduce costs for its upcoming European electric vehicle lineup.3
- The long-term profitability of the passenger car business in Europe will be heavily influenced by upcoming regulatory decisions in the EU and UK.3
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