Ford Motor Company reported third‑quarter 2025 results on 2025‑10‑23, posting $50.53 billion in revenue—up 9% year‑over‑year—and adjusted earnings of $0.45 per share, beating the $0.36 consensus estimate. Adjusted EBIT stood at $2.6 billion, a margin of 5.1%, and the company confirmed a full‑year adjusted EBIT outlook of $6‑$6.5 billion, down from the prior $6.5‑$7.5 billion range. The company also reiterated a free‑cash‑flow guidance of $2‑$3 billion for 2025.
The guidance revision follows a $1.5‑$2 billion headwind from a fire at Novelis’ Oswego, New York aluminum plant, which disrupted supply for the F‑150 and Super Duty lines. Ford said it has secured alternative aluminum sources and expects to recover production in 2026, but the fire’s impact is expected to reduce adjusted EBIT in the fourth quarter. The company also announced that production of the all‑electric F‑150 Lightning will remain paused while it prioritizes gas‑ and hybrid‑powered trucks, which are more profitable and use less aluminum.
Ford’s operational update includes a plan to increase F‑150 and Super Duty output by more than 50,000 units in 2026, adding up to 1,000 new jobs across its Michigan and Kentucky plants. The company highlighted that F‑150 sales rose 12.7% to 620,580 units in the quarter, underscoring the continued strength of its flagship product line despite the supply‑chain disruption. These measures aim to offset the short‑term loss from the Novelis fire and position Ford for a stronger 2026 production cycle.
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