CLAIM #24185 · Ford Motor Company (F) · 2025Q4 earnings call · Feb 10, 2026 · due Jun 30, 2026
“We will be on the lower end of our F-150s for the first half of the year as we rebuild in the second half of the year.”
Andrew Frick · President, Ford Blue and Model e
In context
“at the low end of your inventory target. So, obviously, facing some challenges around supply chain. But as you think about what's assumed in your 2026 guidance and making up for a degree of the lost volume from this past year. Are you assuming you restock dealers as part of your outlook for this year? Are you planning to ship to demand? And I ask in part to try and understand around the extra shift of F Series production. Is that something that might be sustainable into 2027? Thanks. Andrew Frick: Yeah. Good question. We ended the year on the low end of our range. You know, we reduced our stocks dramatically year to year, leaving 25. So we were down. We had about a 66 gross day supply. We expect in '26 to remain within our targeted levels. Of the 55 to 65 retail-based supply for the year. We will be on the lower end of our F-150s for the first half of the year as we rebuild in the second half of the year. But we'll stay within our overall range. And we have, you know, combined with that is the demand side of the business, so that will allow us to do that especially in our truck business. Mark Delaney: Thank you. Operator: Your final question will come from Colin Langan with Wells Fargo. Colin Langan: Oh, great. Thanks for taking my questions. Just to clarify on Novelis, I think you originally said you lost 90,000. You were gonna add capacity of 50. Sounds like is that still the case that we should see about a 140,000-ish increase? Or I think your comments seem to imply that maybe it's a little lower than that. Any color there on the actual volume recovery we should expect? Sherry House: Yes. So we had lost around 100,000 units last year. We're planning to increase by about 50 to 60 this ye”
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SEC filings for F ↗ · Claim quote is verbatim from the 2025Q4 earnings call.