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    Ford to Boost F-150, Super Duty Production, Add Up to 1,000 Jobs in Mich., Ky. to Meet Demand, Recover from Novelis Fire

    10/23/25 4:01:00 PM ET
    $F
    Auto Manufacturing
    Industrials
    Get the next $F alert in real time by email
    • Ford plans to increase F-150 and F-Series Super Duty production by more than 50,000 trucks in 2026 to meet demand and recover production losses due to the Novelis plant fire
    • The company plans to add a third crew at its Dearborn Truck Plant at the Ford Rouge Complex in Michigan for F-150 production and additional employees at Kentucky Truck Plant in Louisville for F-Series Super Duty assembly
    • Ford will add up to 900 new jobs at the Ford Rouge Complex and 100 new positions at Kentucky Truck Plant

    Ford today announced plans to significantly increase F-150 and F-Series Super Duty truck production to meet strong customer demand and recover production losses stemming from the fire at supplier Novelis' Oswego, New York, aluminum plant.

    Ford aims to increase its F-Series production volume by more than 50,000 trucks in 2026, ramping from the first quarter of 2026. This means creating up to 1,000 new jobs and transferring additional employees into Ford's American truck assembly powerhouses.

    "The people who keep our country running depend on America's most popular vehicle – F-Series trucks – and we are mobilizing our team to meet that demand," said Ford Chief Operating Officer Kumar Galhotra. "As America's leading auto producer, we will work with the UAW and our suppliers to quickly increase output at our F-Series plants in Michigan and Kentucky."

    Dearborn Truck Plant will target assembling more than 45,000 additional F-150 gas and hybrid trucks in 2026, enabled by a new third crew of 1,200 employees. Elsewhere at the Ford Rouge Complex, Ford will add 90 employees at Dearborn Stamping Plant and 80 employees at Dearborn Diversified Manufacturing Plant to support the increase.

    F-150 Lightning assembly at the Rouge Electric Vehicle Center will remain paused as Ford prioritizes gas and hybrid F-Series trucks, which are more profitable for Ford and use less aluminum.

    All of the hourly employees at the Rouge Electric Vehicle Center will transfer next door to Dearborn Truck Plant to join the new third crew. The rest of the third crew will comprise employees transferring from other Southeast Michigan Ford manufacturing facilities and new hires.

    Kentucky Truck Plant aims to increase its F-Series Super Duty assembly line speed by one job per hour – or more than 5,000 trucks per year – with the addition of more than 100 employees. Ford will invest $60 million in Kentucky Truck Plant for training and other enablers to support the line speed increase.

    About Ford Motor Company

    Ford Motor Company (NYSE:F) is a global company based in Dearborn, Michigan, committed to helping build a better world, where every person is free to move and pursue their dreams. The company's Ford+ plan for growth and value creation combines existing strengths, new capabilities, and always-on relationships with customers to enrich experiences for customers and deepen their loyalty. Ford develops and delivers innovative, must-have Ford trucks, sport utility vehicles, commercial vans and cars and Lincoln luxury vehicles, along with connected services. The company offers freedom of choice through three customer-centered business segments: Ford Blue, engineering iconic gas-powered and hybrid vehicles; Ford Model e, inventing breakthrough electric vehicles ("EVs") along with embedded software that defines always-on digital experiences for all customers; and Ford Pro, helping commercial customers transform and expand their businesses with vehicles and services tailored to their needs. Additionally, the Company provides financial services through Ford Motor Credit Company. Ford employs about 170,000 people worldwide. More information about the company and its products and services is available at corporate.ford.com.

    Cautionary Note on Forward-Looking Statements

    Statements included or incorporated by reference herein may constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on expectations, forecasts, and assumptions by our management and involve a number of risks, uncertainties, and other factors that could cause actual results to differ materially from those stated, including, without limitation:

    • Ford's long-term success depends on delivering the Ford+ plan, including improving cost and competitiveness;
    • Ford's vehicles could be affected by defects that result in recall campaigns, increased warranty costs, or delays in new model launches, and the time it takes to improve the quality of our vehicles and services and reduce the costs associated therewith could continue to have an adverse effect on our business;
    • Ford is highly dependent on its suppliers to deliver components in accordance with Ford's production schedule and specifications, and a shortage of or inability to timely acquire key components or raw materials can disrupt Ford's production of vehicles;
    • Ford's production, as well as Ford's suppliers' production, and/or the ability to deliver products to consumers could be disrupted by labor issues, public health issues, natural or man-made disasters, adverse effects of climate change, financial distress, production difficulties, capacity limitations, or other factors;
    • Ford may not realize the anticipated benefits of existing or pending strategic alliances, joint ventures, acquisitions, divestitures, or business strategies or the benefits may take longer than expected to materialize;
    • Ford may not realize the anticipated benefits of restructuring actions and such actions may cause Ford to incur significant charges, disrupt our operations, or harm our reputation;
    • Failure to develop and deploy secure digital services that appeal to customers and grow our subscription rates could have a negative impact on Ford's business;
    • Ford's ability to maintain a competitive cost structure could be affected by labor or other constraints;
    • Ford's ability to attract, develop, grow, support, and reward talent is critical to its success and competitiveness;
    • Operational information systems, security systems, vehicles, and services could be affected by cybersecurity incidents, ransomware attacks, and other disruptions and impact Ford, Ford Credit, their suppliers, and dealers;
    • To facilitate access to the raw materials and other components necessary for the production of electric vehicles, Ford has entered into and may, in the future, enter into multi-year commitments to raw material and other suppliers that subject Ford to risks associated with lower future demand for such items as well as costs that fluctuate and are difficult to accurately forecast;
    • With a global footprint and supply chain, Ford's results and operations could be adversely affected by economic or geopolitical developments, including protectionist trade policies such as tariffs, or other events;
    • Ford's new and existing products and digital, software, and physical services are subject to market acceptance and face significant competition from existing and new entrants in the automotive and digital and software services industries, and Ford's reputation may be harmed based on positions it takes or if it is unable to achieve the initiatives it has announced;
    • Ford may face increased price competition for its products and services, including pricing pressure resulting from industry excess capacity, currency fluctuations, competitive actions, or economic or other factors, particularly for electric vehicles;
    • Inflationary pressure and fluctuations in commodity and energy prices, foreign currency exchange rates, interest rates, and market value of Ford or Ford Credit's investments, including marketable securities, can have a significant effect on results;
    • Ford's results are dependent on sales of larger, more profitable vehicles, particularly in the United States;
    • Industry sales volume can be volatile and could decline if there is a financial crisis, recession, public health emergency, or significant geopolitical event;
    • The impact of government incentives on Ford's business could be significant, and Ford's receipt of government incentives could be subject to reduction, termination, or clawback;
    • Ford and Ford Credit's access to debt, securitization, or derivative markets around the world at competitive rates or in sufficient amounts could be affected by credit rating downgrades, market volatility, market disruption, regulatory requirements, asset portfolios, or other factors;
    • Ford Credit could experience higher-than-expected credit losses, lower-than-anticipated residual values, or higher-than-expected return volumes for leased vehicles;
    • Economic and demographic experience for pension and OPEB plans (e.g., discount rates or investment returns) could be worse than Ford has assumed;
    • Pension and other postretirement liabilities could adversely affect Ford's liquidity and financial condition;
    • Ford and Ford Credit could experience unusual or significant litigation, governmental investigations, or adverse publicity arising out of alleged defects in products, services, perceived environmental impacts, or otherwise;
    • Ford may need to substantially modify its product plans and facilities to comply with safety, emissions, fuel economy, autonomous driving technology, environmental, and other regulations;
    • Ford and Ford Credit could be affected by the continued development of more stringent privacy, data use, data protection, data access, and artificial intelligence laws and regulations as well as consumers' heightened expectations to safeguard their personal information; and
    • Ford Credit could be subject to new or increased credit regulations, consumer protection regulations, or other regulations.

    We cannot be certain that any expectation, forecast, or assumption made in preparing forward-looking statements will prove accurate, or that any projection will be realized. It is to be expected that there may be differences between projected and actual results. Our forward-looking statements speak only as of the date of their initial issuance, and we do not undertake, and expressly disclaim to the extent permitted by law, any obligation to update or revise publicly any forward-looking statement, whether as a result of new information, future events, or otherwise. For additional discussion, see "Item 1A. Risk Factors" in our Annual Report on Form 10-K for the year ended December 31, 2024, as updated by our subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K.

    For news releases, related materials and high-resolution photos and video, visit www.media.ford.com.

    View source version on businesswire.com: https://www.businesswire.com/news/home/20251023640434/en/

    Media

    Inquiries


    Jess Enoch

    1.313.402.3388

    jenoch@ford.com

    Equity Investment

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    Lynn Antipas Tyson

    1.203.616.5689

    ltyson4@ford.com

    Fixed Income

    Investment Community

    Jessica Vila-Goulding

    1.313.248.3896

    jvila5@ford.com

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