Ford leads industry with 88 recalls in first six months of 2025

Ford’s (NYSE:F) recall of 850,000 vehicles for a fuel pump defect marks the latest in a string of recalls that have raised fresh concerns about the automaker’s quality control and brings its six-month total higher than any other automaker’s full-year tally.

While Ford (NYSE:F) claims that many of the recent recalls are extensions of prior actions, the company has issued 88 safety recalls between January and July, 4 times more than the number two spot held by recreational vehicle manufacturer Forest River. According to The Wall Street Journal, Ford (NYSE:F) has reported the most or second most recalls in the auto industry.

Warranty claims have plagued the company for years, but may have peaked during the first quarter of this year. In 2024, Ford (F) spent nearly $6B on warranty claims, an increase of 22% over 2023, and topped the previous record held in 2023 by a billion dollars. And while Ford (F) does not break out warranty costs, EBIT for its Blue division collapsed by more than 80% on what analysts claim were increased warranty costs.

However, during the company’s Q1 earnings call, CEO Jim Farley and COO Kumar Galhotra both claim that warranty costs had leveled off and were not nearly as bad as the company forecasted.

“We’re on-track to deliver year-over-year warranty savings,” Galhotra said on the call. “We are on-track to deliver greater than 10% improvement in repairs per 1000, both for zero months in service and three months in service for 25 vehicles.”

But within the last 4 weeks, Ford (F) has raised two major safety issues with its vehicles: A door locking issue for its Mustang Mach-E; and failure in the low-pressure fuel pump for more than 850K vehicles that could lead to engine stalling.