CARFAX: 225,000 More Vehicles Receive "Do Not Drive" Warning for Takata Airbags

Rhea-AI Summary

CARFAX warns that Fiat Chrysler Automobiles' urgent "Do Not Drive" advisory adds about 225,000 U.S. vehicles with unrepaired Takata airbags, raising the nationwide total of affected vehicles to more than 5 million.

The alert follows longstanding NHTSA findings that Takata inflators can rupture, causing at least 28 U.S. deaths; owners are urged to check recalls at CARFAX.com/recall or NHTSA and schedule free repairs immediately.

Positive

• Free Vehicle Recall Search Service available to state agencies
• Participating states include CA, TX, NY, OH, AZ, CT, MD, WA, PR
• Manufacturers provide free recall repairs through dealers

Negative

• Added 225,000 vehicles under Do Not Drive warning
• More than 5 million U.S. vehicles still carry Takata airbags
• At least 28 U.S. deaths linked to Takata inflator ruptures

News Market Reaction

-2.57%

1 alert

-2.57% News Effect

On the day this news was published, SPGI declined 2.57%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Q4 2025 revenue: $3.916 billion Q4 2025 GAAP net income: $1,134 million Q4 2025 GAAP diluted EPS: $3.75 +5 more

8 metrics

Q4 2025 revenue $3.916 billion Fourth quarter 2025 revenue, up 9% from 2024

Q4 2025 GAAP net income $1,134 million Fourth quarter 2025 GAAP net income, up 29% year-over-year

Q4 2025 GAAP diluted EPS $3.75 Fourth quarter 2025 GAAP diluted EPS, up 32% year-over-year

Q4 2025 adjusted diluted EPS $4.30 Fourth quarter 2025 adjusted diluted EPS, up 14% year-over-year

Full-year 2025 revenue $15.336 billion Full-year 2025 revenue, up 8% year-over-year

Full-year 2025 GAAP diluted EPS $14.66 Full-year 2025 GAAP diluted EPS, up 19% year-over-year

Full-year 2025 adjusted diluted EPS $17.83 Full-year 2025 adjusted diluted EPS, up 14% year-over-year

Quarterly dividend $0.97 Board-approved quarterly dividend; 53rd consecutive yearly increase

Market Reality Check

Price: $409.54 Vol: Volume 5,170,257 is 1.66x...

high vol

$409.54 Last Close

Volume Volume 5,170,257 is 1.66x the 20-day average of 3,116,726, signaling elevated trading activity. high

Technical Shares closed at 390.76, just above the 52-week low of 390.73 and well below the 200-day MA of 513.54, indicating a weak longer-term trend.

Peers on Argus

SPGI fell 2.57% with elevated volume, while key peers also declined: ICE (-7.54%...

SPGI fell 2.57% with elevated volume, while key peers also declined: ICE (-7.54%), NDAQ (-2.59%), MCO (-1.47%), CME (-1.33%), and MSCI (-1.15%). Despite broad weakness, the momentum scanner did not flag a coordinated sector move.

Common Catalyst Select peers had product-launch news (e.g., ICE tools, CME crypto futures), but today’s declines appear driven more by broader pressures than a single shared catalyst.

Historical Context

5 past events · Latest: Feb 10 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 10	Earnings results	Positive	-9.7%	Reported strong Q4 and full-year 2025 results with higher EPS.
Feb 09	Index change news	Neutral	+1.1%	Index adjustment moving RingCentral into S&P SmallCap 600.
Feb 05	Research initiative	Positive	-3.0%	Launched Partner Perspectives research collaboration with Vanguard.
Feb 04	Awards announcement	Positive	-0.6%	CARFAX recognized top-rated car dealers based on customer ratings.
Feb 03	Spin-off branding	Neutral	-11.3%	Announced Mobility division’s new name ahead of planned separation.

Pattern Detected

Recent SPGI news has often coincided with negative price reactions, including declines after earnings, strategic initiatives, and brand updates.

Recent Company History

Over the last week, SPGI issued several notable updates. A Feb 10 earnings release reported strong Q4 and full-year 2025 growth, yet the stock fell 9.71%. On Feb 5, the Partner Perspectives research initiative with Vanguard was announced, followed by a 2.96% decline. CARFAX-related recognition for top-rated dealers on Feb 4 also saw a modest drop. The Feb 3 Mobility division rebranding and planned separation preceded an 11.27% decline. Taken together, SPGI shares have recently traded weakly even around constructive corporate developments.

Market Pulse Summary

This announcement highlights CARFAX’s role within SPGI’s ecosystem as a key provider of vehicle safe...

Analysis

This announcement highlights CARFAX’s role within SPGI’s ecosystem as a key provider of vehicle safety and recall data, with an additional 225,000 FCA vehicles flagged under a “Do Not Drive” warning and more than 5 million vehicles still carrying defective Takata airbags. For context, SPGI recently reported growing revenue and EPS across 2025 and is preparing a Mobility spin-off. Investors may watch how safety data offerings, regulatory collaboration, and Mobility-related initiatives evolve from here.

Key Terms

do not drive, recall, airbag inflator, nhtsa, +2 more

6 terms

do not drive regulatory

"has issued a sweeping "Do Not Drive" warning for all of its vehicles"

A "do not drive" warning is a safety instruction—often found on drug labels, device guides, or regulatory communications—telling users to avoid operating vehicles or heavy machinery because a product can impair alertness, coordination, or reaction time. For investors, such a restriction matters because it can limit who can safely use the product, reduce market size, affect sales and marketing, and increase regulatory or legal risks; think of it like a warning on a power tool that restricts its safe use and therefore its appeal.

recall regulatory

"with an unrepaired Takata airbag recall, adding around 225,000 vehicles"

A recall is an official action to remove or fix a product that may be unsafe, defective, or mislabeled, often ordered by regulators or initiated voluntarily by the maker. For investors it matters because recalls can halt sales, generate direct costs (repairs, replacements, settlements) and harm a company’s reputation—like a sudden safety alert that forces a store to pull items off shelves and can reduce future demand and profit.

airbag inflator technical

"can cause a Takata airbag inflator to rupture, sending metal fragments"

An airbag inflator is the vehicle component that rapidly generates or releases the gas needed to fill an airbag during a collision, acting like an instant balloon pump that deploys in milliseconds to help protect occupants. Investors pay attention to inflators because defects, recalls, regulatory actions or supply interruptions can trigger large repair and legal costs, damage supplier and automaker reputations, delay production and meaningfully affect earnings and stock prices.

nhtsa regulatory

"more than a decade after NHTSA launched the nationwide recall."

NHTSA is the U.S. federal agency that sets and enforces safety rules for motor vehicles and conducts crash and defect investigations. Think of it as the country’s vehicle safety inspector and recall manager; its findings or orders can force repairs, halt sales, or trigger expensive recalls. Investors watch NHTSA actions because they can create unexpected costs, legal exposure, production delays, or shifts in consumer confidence that affect a company’s financial outlook.

vehicle recall search service technical

"including the Vehicle Recall Search Service a free tool built by CARFAX"

A vehicle recall search service is an online tool that checks whether a specific car, truck or other vehicle has been recalled for safety or compliance problems, typically by using the vehicle identification number (VIN). For investors, it reveals potential repair costs, legal and regulatory risks, and impacts on resale value or brand reputation—similar to running a health check that flags problems which could lead to unexpected expenses or liabilities.

vin technical

"Enter your license plate or VIN to see if your vehicle has an unresolved"

A VIN (Vehicle Identification Number) is a unique 17-character code assigned to each motor vehicle that acts like the car’s fingerprint, encoding its make, model, engine, assembly plant and production sequence. Investors use VINs to verify inventory, track sales and recall exposure, detect fraud or mismatches, and assess resale and warranty liabilities—information that affects a vehicle maker’s revenue, costs and reputation.

AI-generated analysis. Not financial advice.

Fiat Chrysler Automobiles Issues Urgent Warning for Vehicles with Unfixed Takata Airbags

CENTREVILLE, Va., Feb. 11, 2026 /PRNewswire/ -- Fiat Chrysler Automobiles (FCA) has issued a sweeping "Do Not Drive" warning for all of its vehicles with an unrepaired Takata airbag recall, adding around 225,000 vehicles on U.S. roads that are considered to be potentially life-threatening. This alert underscores the urgency for owners to check their recall status immediately.

CARFAX data shows more than 5 million vehicles nationwide still carry defective Takata airbags more than a decade after NHTSA launched the nationwide recall.

Here are the Top 10 States with the Most Unrepaired Takata Airbags:

Before the FCA action, more than 630,000 vehicles in the U.S. were under a Do Not Drive order, and not all of them are Takata-related, according to CARFAX data. A "Do Not Drive" recall is issued when a defect can cause critical vehicle components to fail without warning, creating an immediate risk of serious injury or death. In this case, long-term exposure to heat and humidity can cause a Takata airbag inflator to rupture, sending metal fragments into the vehicle's cabin. NHTSA reports at least 28 deaths in the U.S. and hundreds of injuries have been linked to the Takata airbags.

"With major announcements like this one, all car owners should check their vehicles now to stay safe on the road," said Faisal Hasan, Vice President of Data at CARFAX. "Millions of unsafe cars have already been repaired thanks to partnerships with NHTSA and the Alliance for Automotive Innovation, but many still remain."

Coordinated efforts are helping raise awareness and reduce unrepaired recalls nationwide, including the Vehicle Recall Search Service a free tool built by CARFAX in partnership with the Alliance for Automotive Innovation. The Vehicle Recall Search Service allows qualified entities, such as state motor vehicle, public safety, and inspection departments, to check vehicles for unrepaired recalls. Participating states and territories include California, Texas, New York, Ohio, Arizona, Connecticut, Maryland, Washington, and Puerto Rico.

How to Check Your Vehicle for Recalls and Get Them Fixed

1. Check for open recalls for free at CARFAX.com/recall or www.nhtsa.gov/recalls. Enter your license plate or VIN to see if your vehicle has an unresolved safety recall.
2. Sign up for alerts through the free CARFAX Car Care app. Get timely notifications about critical recalls and important service/maintenance.
3. Schedule the free repair immediately. Contact your local dealership or manufacturer to arrange a free recall fix as soon as possible. Many manufacturers provide repairs at no cost.

Editor's note: The latest figures for Takata airbags in your state or market area can be made available upon request. Interviews with a Carfax expert are available anytime. Please contact Em Nguyen at emnguyen@carfax.com. 

About CARFAX

CARFAX, part of S&P Global Mobility, helps millions of people every day confidently shop, buy, service and sell cars with innovative solutions powered by CARFAX® vehicle history information. The expert in vehicle history since 1984, CARFAX provides CARFAX Car Listings, CARFAX Car Care, CARFAX History-Based Value and the flagship CARFAX Vehicle History Report to consumers and the automotive industry. CARFAX owns the world's largest vehicle history database and is nationally recognized as a top workplace by The Washington Post. Shop, Buy, Service, Sell – Show me the CARFAX®.

S&P Global Mobility is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets.

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SOURCE CARFAX

FAQ

How many additional vehicles did CARFAX say Fiat Chrysler added to the Do Not Drive list on Feb 11, 2026 (SPGI)?

CARFAX reports an addition of about 225,000 vehicles to Do Not Drive status. According to CARFAX, this reflects vehicles with unrepaired Takata airbags that present immediate safety risks and should be checked and repaired immediately.

How many U.S. vehicles still have defective Takata airbags according to CARFAX (SPGI)?

CARFAX reports more than 5 million U.S. vehicles still carry defective Takata airbags. According to CARFAX, that figure reflects unresolved recalls more than a decade after NHTSA launched the nationwide Takata recall.

What immediate action should owners take if their vehicle is on the Do Not Drive list (SPGI)?

Owners should stop driving and schedule the free recall repair with their dealer immediately. According to CARFAX, check your VIN or license plate at CARFAX.com/recall or NHTSA.gov/recalls to confirm status and arrange a free fix.

What tool can state agencies use to check for unrepaired Takata recalls and which states participate (SPGI)?

State agencies can use the free Vehicle Recall Search Service built by CARFAX and the Alliance for Automotive Innovation. According to CARFAX, participating states include CA, TX, NY, OH, AZ, CT, MD, WA, and Puerto Rico.

How serious is the Takata airbag risk cited by CARFAX and what evidence is noted (SPGI)?

CARFAX describes the risk as immediate and potentially life‑threatening because inflators can rupture and send metal fragments into cabins. According to CARFAX, NHTSA links at least 28 U.S. deaths and hundreds of injuries to Takata inflators.