The affected vehicles include the F-150 Raptor, Mustang, Bronco and Lincoln Navigator. Ford continues to export the China-made Lincoln Nautilus to the U.S. and some engines and transmissions to China.

The U.S. auto maker is focused on returning capital to shareholders, which should boost performance in the months ahead.

During an event commemorating the launch of the redesigned Expedition SUV at Ford ’s Kentucky Truck Plant on April 30, Ford ...