NHTSA Escalates Engineering Analysis on 1.27 Million F-150 Transmissions

Feb 3, 2026 (1 days ago)
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NHTSA Escalates Engineering Analysis on 1.27 Million F-150 Transmissions
Safety regulators expanded their probe into F-150 transmission downshifts, raising concerns over potential quality costs and future recalls for 1.27 million trucks.

NHTSA Escalates F-150 Transmission Investigation

  • The U.S. safety regulator NHTSA has expanded its probe into about 1.27 million F-150 pickups over reports concerning abrupt transmission downshifts2
  • The investigation has advanced to an engineering analysis phase, which is a step that can precede a formal recall action by the agency2
  • Investors are closely watching for signs that the company can prevent quality-related costs from increasing as it manages its current sales mix2
  • A key near-term risk for shareholders involves uncertainty surrounding the timing and parts availability for any required customer fixes2

Financial Implications of EV Asset Restructuring

  • A majority of the $19.5 billion in costs stemming from the redeployment of electric vehicle assets is scheduled to impact earnings in the final three months of the year1
  • Despite this large write-down, Ford previously projected 2025 adjusted operating earnings to reach approximately $7 billion1

Corporate Governance and Operational Updates

  • Ford's board of directors declared a first-quarter regular cash dividend of 15 cents per share, payable on March 21
  • The company officially denied recent reports suggesting that talks were underway with China's Xiaomi regarding a possible U.S. electric vehicle partnership2
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NHTSA Escalates Engineering Analysis on 1.27 Million F-150 Transmissions | Foxly Invest