More F-Series trucks on dealer lots sets up critical 2027 for Ford

Ford says more F-Series trucks on dealer lots is setting up a critical 2027, after its Q2 results showed a $1.3 billion loss but beat expectations and led the company to raise its 2026 operating income outlook to $10 billion–$11 billion. Executives credited stronger pricing and high-margin product sales, despite U.S. sales down 13% in the first half of 2026 and lower global revenue. They linked the dip to an aluminum shortage tied to multiple fires at supplier Novelis’ hot mill in Oswego, New York. Ford expects Novelis recovery qualification by Q3 and to use 100% of its material around September, while monthly production of F-150 and Super Duty is expected at 90,000–95,000 vehicles.