Ford targets flawless new vehicle launches

Quality improvements and successful new model launches will increase Ford's vehicle delivery volume by 6-8% in Q3-Q4 2024 compared to same period 2023, driving revenue growth of 4-6%

Flawless new vehicle launches will drive Ford's stock price outperformance versus the S&P 500 by 8-12% over the next 4 months, supported by improved customer satisfaction scores (J.D. Power initial quality ratings improving by 5+ points)

Ford's quality improvement initiatives will result in reduced warranty costs and improved gross margins within 6 months, as measured by warranty expense as a percentage of revenue declining below 2.5%