Q3 2025 Ford Motor Co Earnings Call Transcript
Key Points
- Ford Motor Co (F) delivered a record $50.5 billion in revenue for the quarter.
- The company achieved $2.6 billion in adjusted EBIT, highlighting strong operational performance.
- Ford's industrial platform is making significant progress in quality, cost, and modernization, with a focus on reducing warranty expenses.
- Ford Pro's revenue grew by 11%, with EBIT reaching $2 billion, driven by volume and cost improvements.
- The company is well-positioned for future EV growth with its universal EV platform and plans to start production of LFP cells in Michigan later this year.
- The Novellas fire in Oswego, New York, negatively impacted Ford's production, resulting in a projected loss of 900,000 to 100,000 units in the fourth quarter.
- Tariffs have been a significant headwind, with a net impact of $1 billion expected for 2025.
- Ford Model E reported a $3.6 billion loss year-to-date, driven by lower net pricing and increased spending on next-generation vehicles.
- The company faces challenges from global competition, particularly from Chinese OEMs, and industry pressures due to EV overcapacity.
- Ford's adjusted free cash flow guidance for 2025 has been revised down to between $2 and $3 billion, reflecting the impact of the Novellas fire and tariffs.
Good day.
My name is Leila, and I will be your conference operator today. At this time, I would like to welcome you to the Ford Motor Company 3rd quarter 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, and if you have joined via the webinar, please use the raise hand icon, which can be found on the bottom of your webinar application. If you have joined by phone, please dial 9 on your keypad to raise your hand.
At this time, I would like to turn the call over to Lynn Antipas Tyson, Chief Investor Relations Officer.
Thank you, Leila, and welcome to the Ford Motor Company's 3rd quarter 2025 earnings call. With me today are Jim Farley, President and CEO, Sherry House, CFO, Andrew Frick, President Ford Blue and Model E, and Kumar Galhotra, Chief Operating Officer. Joining us for Q&A will be Cathy O
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