Ford announced a recall of 32,160 2022‑2025 E‑Transit vans after the U.S. National Highway Traffic Safety Administration identified a defect that could cause a loss of drive power and a vehicle rollaway if the parking brake is not engaged.
The defect stems from a half‑shaft that may fail to properly engage with the primary drive unit, creating a gap that can allow the vehicle to roll away. Ford will provide free repairs and will coordinate with dealers to inspect and replace the affected components.
Owners will receive notification letters on December 22, 2025, with final remedy letters expected in March 2026. Ford has committed to completing all repairs at no cost to owners and to working closely with NHTSA to resolve the issue promptly.
Ford’s recall costs are significant; the company typically spends over $2 billion annually on recalls, and this event adds to that burden. The recall also highlights ongoing quality‑control challenges that have contributed to a record number of safety actions in 2025, potentially eroding consumer confidence and adding to warranty and repair expenses.
Management has acknowledged the issue. CEO Jim Farley said the company is focused on “execution and quickly making the right strategic calls on propulsion, partnerships and technology.” COO Kumar Galhotra added that “a clean launch is essential; a bad launch creates years of warranty and recall problems.” These comments underscore Ford’s intent to strengthen quality while navigating its shift toward hybrids and smaller electric vehicles.
Investors have noted the recall as a headwind, but Ford’s strong Q3 2025 earnings and raised 2025 adjusted EBIT guidance to $7 billion suggest confidence in core operations. The recall adds a short‑term operational burden, but the company’s broader strategic pivot and cost‑control measures are expected to mitigate long‑term impact.
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