Ford Motor’s profitable F-150 took a hit this quarter because of a supplier issue that took production offline for about one week at a Michigan plant, Ford CEO Jim Farley said Wednesday. “It is impacting our third quarter wholesale, but I’m very optimistic,” Farley told reporters in Detroit. The automaker sent a supply-chain team to solve the problem, and fourth-quarter production shouldn’t be affected. Ford’s overall U.S. sales through August were down 10%, while F-Series truck sales are down 11%.

Ford took about $800 million in costs related to the issue with aluminum supplier Novelis through the first half of 2025. The aluminum plant restarted production in June, and Ford expects to build an additional 150,000 trucks this year to make up for lost sales. Barclays analysts said Ford needs F-Series output of at least 95,000 a month through year-end to hit that target.

Ford’s steep sales drop in 2026 is expected to let Hyundai Motor unseat it as the number three car company in the U.S., according to Cox Automotive estimates. The F-Series challenges and discontinuation of the Escape SUV contributed to the decline, said Cox’s senior economist Charlie Chesbrough: “Among manufacturers having a difficult quarter, Ford may be our leader.”