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- #706
Yeah it seems Ford is swimming in a sea of Recall/Warranty cost as of late with 2025 numbers pushing $5B. See https://www.ainvest.com/news/cost-reliability-ford-recall-crisis-implications-investors-2508/
For perspective these were the published numbers on the two max tow axle recalls
January 2024
Approximately 112,965 to 113,000 F-150 vehicles from the 2021-2023 recall
August 2925
103,174 F-150 vehicles from the 2023-2025 model years.
Don’t know what there all in $$ per unit on this recall but it would seem $200M would be a starting point.
For perspective these were the published numbers on the two max tow axle recalls
January 2024
Approximately 112,965 to 113,000 F-150 vehicles from the 2021-2023 recall
August 2925
103,174 F-150 vehicles from the 2023-2025 model years.
Don’t know what there all in $$ per unit on this recall but it would seem $200M would be a starting point.
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