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Ford Motor Co. announced changes to its paid-time off policy for salaried employees starting in 2027, including the elimination of a vacation time purchase program. The updates aim to increase paid days off for some employees and modernize benefits to remain competitive. Ford CEO Jim Farley noted the company is expanding in several areas, with strong revenues despite a U.S. sales drop in Q3. The changes do not reduce any employee's allotment and align with market practices and state regulations.

UBS reduced its price target for Ford Motor from $17 to $15 but maintained a buy rating. Ford's stock is currently trading at $12.10, down 1.51% on the day and 7.71% over the past year.

Ford CEO Jim Farley defended the company's partnership with Chinese battery maker CATL, dismissing concerns over national security. Ford will use CATL's technology for EV batteries at its Michigan plant. U.S. Transportation Secretary Sean Duffy expressed concerns about Ford's reliance on foreign suppliers, but Farley emphasized the benefits of the collaboration.

DTE Energy completed the 100-MW Cold Creek Solar Farm in Michigan, which will supply Ford Motor Company with 100% carbon-free electricity. Ford aims to power all Michigan vehicle assembly with clean energy by 2027. The project is part of DTE's MIGreenPower program, supporting local jobs and tax revenue.

Goldman Sachs lowered its price target on Ford Motor from $16 to $14 while maintaining a neutral rating. The stock has seen a 5-day change of 0.41%, a 1st Jan change of -1.86%, and a year-to-date change of -7.39%.

Stellantis reported a 3% sales increase in Q3, selling 324,277 vehicles, with notable gains in Ram and Jeep models. GM saw a 6% decline, selling 670,974 vehicles, citing EV market challenges. Ford's sales fell 6.6%, totaling 509,764 vehicles, but F-Series production rose 4.5%.

Ford reported a 6.6% decline in U.S. new car sales for Q3, with total vehicle sales at 509,764. Demand remains strong for F-Series pickups and Mach-E EVs, despite production disruptions. Ford's luxury brand, Lincoln, saw an 18% sales drop. The company expects to recover from supplier issues and maintain its full-year guidance.

Toyota, Honda, Ford, and Mazda have temporarily halted production in Thailand due to flooding. Honda suspended operations at two plants until October 6, while AutoAlliance Thailand (AAT), a joint venture of Ford and Mazda, postponed resumption until October 9, 2026. Delays in vehicle deliveries are expected, but companies plan to add shifts later to compensate.

Cox Automotive forecasts that the combined market share of Ford, GM, and Stellantis will hit a record low in Q3, as Asian automakers like Hyundai and Toyota gain ground. GM led U.S. sales in Q3 with 671,000 units, but sales declined over 5%. Toyota ranked second with a 2% increase. Ford saw a 6.6% decrease. Tesla reported Q3 deliveries of 486,532, exceeding expectations, and shares rose 5%. Analysts remain optimistic about Tesla's long-term prospects.

Boeing (BA) avoided a strike after its union approved a new contract. Elon Musk criticized Delta (DAL) for not offering Starlink, while Tesla (TSLA) delayed its Roadster reveal due to weather. Ford (F) reported a 6.6% decline in Q3 U.S. sales, partly due to planned model changes. The U.S. government rolled back fuel-economy standards, aiming to lower vehicle prices.