“We believe we'll be through that by the end of the quarter, but that is hitting Ford Blue and that's what's pulling Ford Blue down now from a standpoint versus what we guided at Q2.”

In context

“n Turkey. So, if you just step back on the full year, what's gating us from hitting the record profits is the fact that we have those headwinds that are offsetting the positives we had from a top-line we just talked about, volumes and mix and pricing stronger than we expected. Now, coming out of the second quarter, what we've seen since then, which is gating us now to the lower end of our range is that we're seeing, in particularly, in Blue, we're missing some volume and we're seeing some mix headwinds due to some constraints we have with suppliers. And it's hitting our most profitable, highest-profitable mix vehicles. Some of that is, we lost some production due to the hurricane, but we also have some issues with a certain supplier on their productivity that we're trying to work through. We believe we'll be through that by the end of the quarter, but that is hitting Ford Blue and that's what's pulling Ford Blue down now from a standpoint versus what we guided at Q2. Does that explain -- does that cover it? Operator: Our next question comes from Daniel Röska from AllianceBernstein. Daniel Röska: Hey, good evening, everybody. Thanks for taking my questions. Maybe, Jim, if you take a step back and think about Ford+ and the targets we've discussed over the past, I'm not going to hold you to 10% in '26, but could you still remind us of the stepping stones here for performance kind of in the medium term, and also give us a little bit of your view on how kind of the somewhat slower transition into EV might impact kind of what we've talked about in the past? Jim Farley: Thank you. Well, certainly, our focus continues to be cost and our biggest cost focus is warranty, coverages and FSAs. That is our -- that's always been our work at Ford. I'd say we approache”