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External quality validation (JD Power) plus a tangible shift toward engineering-led quality control could reduce recall-related costs and support margins; however, recalls remain a near-term overhang and market reaction depends on sustained progression and profitability impact.
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Ford says AI alone can't fix quality; it rehired about 350 veteran engineers to mentor staff and lead design reviews. JD Power named Ford the top mass-market brand, signaling meaningful progress despite 2025 recalls totaling 152 and 51 year-to-date. The quality reset began in 2023 and aims to reduce long-term recall costs through integrated process discipline.
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