#automotive

https://www.theautopian.com/the-30000-ford-ev-pickup-is-way-smaller-thank-you-think-we-got-an-exclusive-look/

I am about to join Q's Automotive divison, i appreciate any insights about quality of work, teams, wlb. Thanks in advance.

Anyone remember how beneficial BCG' analysis was to Ford' meteoric rise to profitability in the past?
Not!
I just want to hear stories from the older crew.
On another note, does anyone remember their attempt at implementing a Matrix Management model?
Maybe if they understood the difference between producing a quality product and the stylish management trends of the month, Ford would be a great car company.

https://www.freep.com/story/news/politics/2026/06/04/trump-says-ford-gm-want-bill-to-restrict-owners-from-fixing-their-own-vehicles/90410359007/?tbref=hp

Ford just reported sales and it's down big time, even with Ford employees discount for all. People are finally realizing that Ford vehicles are junk. Other automotive companies sales are up. GM and Stellantis did not report.

Constellium Automotive USA announced job reductions. The manufacturing plant is located in White, Georgia. Fifty-seven of its ninety-nine employees are affected. This action is a permanent reduction in force. Employee separations begin on August 1st.

White, Georgia

https://www.wrganews.com/2026/06/04/constellium-automotive-usa-in-bartow-county-announces-layoffs/

No fix available. Keep making your payments while driving a rental. So sad.

Ford is telling 4,653 Bronco Sport and Maverick owners to stop driving their vehicles immediately. The truck and SUV might have front lower control arm ball joints that were not assembled correctly. If they fail while the vehicle is being driven, drivers could lose steering control. This significantly increases the risk of a crash.

The recall impacts 2021 to 2026 models and Ford is advising owners to check online to see if their vehicle is included in the campaign. If it is, the vehicle will be towed to a dealership for inspection and repair. Some customers will also have the option of having their vehicle inspected at home via mobile service technicians.

The recall hasn’t been posted by the National Highway Traffic Safety Administration yet, so details are limited. However, the automaker said “dealers will visually inspect the front lower control arm ball joint assembly on both the left and right sides, and repair, as necessary at no cost to the customer.”

It sounds like the automaker doesn’t have a fix at the moment as they noted repairs will be made at a “future date.” Ford also said “rentals are available at no cost” to owners of vehicles that fail the inspection.

Ford is facing a growing nightmare as massive recalls, expensive repairs, and reliability complaints continue spreading across America. Thousands of owners are discovering that some vehicles they trusted are now turning into financial disasters filled with breakdowns, warning lights, and terrifying repair costs. Dealers are quietly struggling to calm angry customers while mechanics warn that certain models may only get worse as they age. Older drivers especially are starting to question whether Ford still builds vehicles tough enough to last long term. And according to insiders, the recall chaos surrounding some of these vehicles could become even more damaging before 2026 is over.

Ford, General Motors, and Stellantis reduced their American professional staff. More than twenty thousand individuals were affected by these cuts. General Motors made the deepest personnel cuts. Ford and Stellantis also decreased their employee totals. AI and other tech advancements contribute to these staff reductions.

Detroit, Michigan

https://www.bitget.com/amp/news/detail/12560605414080

I'd say he is, he's conditioned that way.

Windsor's jobless rate decreased to 8.1 percent in April. This drop occurred despite 3,700 people leaving the labor market. Overall employment in the region fell by 2,400 individuals. However, Windsor-Essex added 2,600 manufacturing jobs. The Stellantis Windsor Assembly Plant's third shift contributed to this growth.

Windsor, Ontario

https://www.cbc.ca/news/canada/windsor/windsor-jobless-numbers-april-2026-9.7193199

I read on teamblind reports that another former Apple Cobbler Senior Manager left the Skunk works. By the sound of it they were axed not voluntarily left on their own and no replacement announced sounds like corp. restructuring. DF was the first domino, wishing my CA colleagues the best. Polish your resumes!

https://layoffhedge.com/h1b#st=MI&county=HOUGHTON&cs=MI&tab=leaderboard

https://www.wsj.com/business/autos/ford-ev-electric-truck-7fdb0e0a?mod=RSSMSN&fbclid=IwY2xjawRm8j1leHRuA2FlbQIxMABicmlkETFVOEUwNVMzU1ZvUGVmYjltc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHurj8Q72uCnyj2qU_pbTBTThzpt4YnF71Rr8HvfnTZzsNdZT6a61B7P_wnsZ_aem_vdiIWp8B1pnJUn06hQWNiQ

I thought that was for Ford employees? Should Ford employees get a better deal than? I am not happy about this as a Ford employee. This is a benefit for us! What is everyone's thought s?

https://www.evshift.com/357031/top-6-biggest-chinese-suvs-coming-in-2026/

President Trump, please allow Chinese to sell cars in the US. We all want the Chinese vehicles, not the outdated US made vehicles.

https://x.com/Notwokenow/status/2048697287543538023?s=20

RESRG Automotive will begin layoffs. These job reductions are scheduled for this summer. The company plans to implement the layoffs soon. Employees will be affected starting this summer. RESRG Automotive is initiating these workforce changes.

https://www.14news.com/video/2026/04/22/layoffs-starting-this-summer-resrg-automotive-14-first-alert-streaming-230-pm-42226/?outputType=amp

I wish I had an electric car now.

https://hilinetoday.com/attorney-general-knudsen-launches-investigation-into-two-automotive-companies/

Iowa reported 83 total layoffs in March. Car dealerships Sky Chevrolet and Sky Auto Mall accounted for 76 job losses. These dealerships are located in Newhall and Center Point. They face lawsuits from Stellantis Financial Services and Ford Motor Credit Co. The lawsuits allege the dealerships took out multiple loans on the same vehicles.

Cedar Rapids, Iowa

https://www.desmoinesregister.com/story/money/business/2026/04/02/iowa-layoffs-march-83-workers/89421684007/

Junk cars with junk parts
Recalls everywhere
But the guys in coats and suits are happy making their bonuses blaming others..
Only a fool will buy the evs here

From the Detroit News:
Ford Motor Co. reported the value of CEO Jim Farley's 2025 compensation package as $27.5 million - up11% from 2024's $24.9 million.
The total package that Farley, 63, earned in 2025 included an unchanged base salary of $1.7 million and lower stock awards. The package value's increase was attributable to a higher bonus from meeting company objectives, primarily around quality and software revenues per vehicle, according to an annual proxy statement filed Friday with the U.S. Securities and Exchange Commission. The Dearborn automaker's adjusted operating profit of $6.8 billion, however, was lower than expected because of tariffs and an aluminum shortage stemming from fires at supplier Novelis Inc.
Farley's bonuses increased 2.5 times to almost $5.746 million after the automaker met performance targets, resulting in a 130% company-wide performance factor, which also is attributed as Farley's individual performance factor, according to the report. The CEO previously told employees the achievement would be reflected in white-collar bonuses.
Quality goals included metrics related to the vehicle when it is sold as well as after three months of ownership. Costs related to recalls and warranties have weighed on the automaker's balance sheets, but executives have emphasized the biggest burden is from older vehicles and that new vehicles coming off the line now are some of the company's best-quality products. Ford's executive compensation seeks to incentivize the work being done that year.
The automaker reported the value of Farley's stock awards had decreased at $18.9 million, though a fraction of that has vested so far. The total value could differ based on Ford's stock value when those awards vest after a certain amount of time or, for most, the performance metric is met.
In 2025, the company recorded a net loss of $8.2 billion because of one-time special charges related to redeploying assets for its electric vehicle business. It also distributed profit-sharing bonuses of approximately $6,780 to 56,300 eligible autoworkers and another 1,490 employees who retired last year.
Farley's total compensation amounted to 295 times the median annual total compensation of all Ford employees last year: $93,397. That was up from 253 times in 2024, when the median employee compensation was $98,273.
Farley's package also included almost $1.2 million in other compensation such as use of private aircraft and company vehicles, which was up year-over-year.
Executive Chair Bill Ford's total compensation was $20.3 million in 2025, down from $20.4 million in 2024. The package included an unchanged $1.7 million salary. His stock awards were lower at $14.7 million. Bonuses were up 2.5 times to more than $1.69 million.
The total compensation for Vice Chair John Lawler, who was chief financial officer until Feb. 5 in 2025, was about $11.8 million in 2024, up 26%. His salary was up to $1.3 million. The $7.6 million in stock awards as reported were up. Bonuses were up to $2.2 million.
Chief Financial Officer Sherry House's compensation was $8.4 million, which included a $920,250 base salary, $5.8 million in stock awards and a $1.4 million bonus.
Ford Pro President Alicia Boler Davis, who joined the company in October, had a package valued at almost $19 million. Her base salary was more than $309,000. She received a $3.25 million signing bonus, $14.7 million in stock awards and a $650,000 performance bonus.
Doug Field is Ford's chief EV, digital and design officer. His compensation of $15.3 million was down 1.7%. His base salary rose to almost $550,000. The value of his stock awards was reported lower at $13.9 million. Bonuses totaled almost almost $540,000, a decrease.
Stellantis CEO Antonio Filosa received a compensation package of about $6.3 million last year after taking over as the top boss of the automaker in June. Stellantis' former CEO, Carlos Tavares, was paid about $14 million by the company in 2025 after leaving the automaker in December 2024.
General Motors Co. hasn't released its executive compensation numbers for 2023. Its proxy statement usually is filed in April. In 2024, GM CEO Mary Barra received a $29.5 million package.
Ford will host its annual meeting on May 14.

https://www.freep.com/story/money/cars/ford/2026/03/27/ford-ceo-jim-farley-compensation-salary-2025/89345220007/?tbref=hp

How much billion$ was wasted again? I lost count.

Suppliers no longer expect market conditions to normalize. They are adapting operations for ongoing market instability. This follows tens of thousands of job cuts in 2025. Relentless regulatory uncertainty also prompted this change. This information comes from a recent S&P Global survey.

https://www.autonews.com/manufacturing/suppliers/ane-suppliers-survey-0317/

Bentley Motors will cut 275 office roles. This represents about 6% of its total workforce. Declining China sales and low EV demand are factors. US tariffs also contributed to this decision. The company aims to maintain competitiveness.

https://www.storyboard18.com/brand-marketing/bentley-to-cut-275-jobs-amid-china-slowdown-weak-ev-demand-and-us-tariffs-ws-l-92511.htm

Contains zero subscription sales numbers. Why not?
Has “Integrated Services” been laid off? What has Mike Aragon been doing other than collecting a paycheck instead of unemployment?

BlueCruise was launched Jule 2021, why no accounting of paid subscriptions after almost five years?

“Ford Secure” was allegedly launched in 2023, why no accounting of the three years of subscription sales?

Could it be that Ford is NOT a software and subscription company?

Model e better get busy selling, because YTD sales of VEHICLES are down over 5% YOY.

Latest recall news

https://www.usatoday.com/story/cars/recalls/2026/02/26/ford-recalls-vehicles-lincoln-models/88883398007/

Ford announced significant financial losses for 2025 driven by its struggling electric vehicle division, with the automaker projecting continued losses in the segment for at least three more years.

The New York Times reports that Ford Motor Company reported substantial financial losses this week, primarily attributed to its electric vehicle operations, as the automaker significantly restructures its EV strategy. The company’s electric vehicle division lost $4.8 billion in 2025 and is projected to lose between $4 billion and $4.5 billion in 2026, with profitability not expected until approximately 2029.

The announcement marks a dramatic reversal for Ford, which several years ago positioned itself as a leader among traditional automakers by rapidly introducing three electric vehicle models. The company hoped these vehicles would boost sales and increase profitability, but the strategy has instead resulted in mounting losses totaling more than $16 billion since 2022.

“We are now targeting break-even around 2029,” stated Ford CFO Sherry House, during a conference call discussing the company’s financial results on Tuesday.

The substantial losses prompted Ford to announce a major scaling back of its electric vehicle plans in December. The company ceased production of the F-150 Lightning electric pickup truck, abandoned plans to produce an electric truck at a facility under construction in Tennessee, and canceled development of an electric commercial van.

Breitbart News previously reported on the massive charges Ford took to restructure its electric vehicle division:

In a stunning blow to the U.S. auto industry’s ambitious EV plans, Ford Motor announced on Monday that it expects to incur approximately $19.5 billion in charges, primarily due to its struggling electric vehicle business. The staggering write-down marks the largest impairment taken by a company in Detroit’s history and underscores the challenges faced by automakers as they grapple with lackluster demand for EVs.

Faced with mounting losses totaling $13 billion in its EV division since 2023, Ford has decided to shift its strategy, focusing on bolstering its lineup of gas-powered vehicles while transitioning to hybrid and extended-range electric models that incorporate onboard gasoline engines. The move aims to pull back from loss-making assets and redirect capital to more profitable models.

As part of its revised strategy, Ford plans to manufacture a version of the Lightning that incorporates a gasoline engine capable of recharging the truck’s batteries while driving. The Tennessee factory will instead be used to produce gasoline-powered trucks, while a facility in Ohio will manufacture hybrid and gas-powered delivery vans.

Despite these cutbacks, Ford maintains plans to develop a medium-sized pickup truck with an expected price point of around $30,000. Scheduled for release in 2027, this vehicle will utilize new components and production methods that the company says will significantly reduce costs.

Breitbart News previously reported that the pickup truck EV project is considered so important by Ford executives that they compare it to the Apollo space missions:

During a conversation with automotive media at the Detroit Auto Show, Ford CEO Jim Farley offered new details about the company’s Universal EV Platform development, describing the initiative as one of the most challenging projects in his career. Farley compared Ford’s EV development to NASA in the Space Race: “This is literally like the Apollo or Gemini mission within Ford. A uniquely American, high-risk project… just like the power units for Formula 1, it’s one of the most challenging projects I’ve ever been involved in.”

The Universal EV Platform, which Ford announced last year, represents a significant strategic shift for the automaker as it works to create vehicles capable of competing with Chinese manufacturers on both technology and production costs. The platform is scheduled to debut in 2027 with an electric pickup truck built in Kentucky, with pricing expected to start around $30,000. According to reports, Ford plans to develop potentially seven additional vehicle variants using this same underlying architecture, including a midsize crossover.

Looking ahead, Ford expressed optimism about its financial outlook for 2026. The company projects its adjusted earnings before interest, taxes, and other items will range between $8 billion and $10 billion this year, a significant improvement from the $6.8 billion reported for 2025.

Buried in the PowerPoint today, 1.3B for restructuring charges including layoffs. Coming soon to Europe and Detroit!

Unfortunately, it’s Toyota, not Ford.
But let us pray…

https://www.msn.com/en-us/money/other/i-test-drove-a-chinese-ev-now-i-don-t-want-to-buy-american-cars-anymore/ar-AA1VhJri

General Motors confirmed the end of its third shift at the Oshawa assembly plant. This decision results in the layoff of approximately 700 unionized workers. The plant, located in Oshawa, Ontario, produces the Chevrolet Silverado. The automaker had previously postponed this shift cut due to strong demand. U.S. tariffs on Canadian-built vehicles are cited as a contributing factor.

https://www.auto123.com/en/news/gm-shift-cut-oshawa-700-layoffs/73621/

I work in Ford Credit / Lincoln Customer Service. You get a good picture of how poorly made these vehicles are listening to the customers. Vehicles sitting at dealers for months waiting on parts / engines, etc. while customer still making payments on the vehicles. Not enough loaner vehicles to go around in the process. Lots of buybacks if the dealer can do it depending on state limitations, etc.It is truly a mess. We do offer extensions but cannot do many at once on these vehicles. Customers going back to GM, etc. accounts getting paid off by GM and other dealers due to customers trading in due to so many recalls and problems.

Wow. Xpeng, Buick, BYD are releasing the latest EREV with over 1000 mile range hybrid SUV. Why can't the Big 3 produce something like this? Bring them to the US please. I will buy a few of these awesome EREV for sure.

Looks like Carney is going to roll out the red carpet for Xi, Windsor/Detroit region are going to be absolutely flooded with cheap Chinese EVs. https://share.google/egy4SFCuU94HlwqwG

https://www.thedrive.com/news/let-china-come-in-to-us-auto-industry-trump-says-while-in-detroit-tds

While in Detroit, Michigan speaking to the Detroit Economic Club President Trump said, “If they want to come in and build a plant and hire you and hire your friends and your neighbors, that’s great, I love that,” followed by “let China come in, let Japan come in;” Japanese automakers have auto factories in the U.S. today.

"Farley explained that the newly planned ICE truck will replace the previously promised sub-$30,000 electric pickup truck"
https://www.roadandtrack.com/news/a69990477/ford-new-us-built-affordable-internal-combustion-pickup-truck-president-trump-factory-visit/

https://abcnews.go.com/Business/wireStory/trump-visit-ford-factory-promote-manufacturing-detroit-129154657