Ford Motor Co at UBS Auto & Auto Tech Conference Transcript

Jun 03, 2026 / 12:50PM GMT
Release Date Price: $16.6
Joseph Spak
UBS AG - Analyst

All right. Good morning, everyone. Welcome back. Very pleased to move on to the next presentation with us from the Ford Motor Company. We have Sherry House, CFO.

Sherry, thanks again for joining us this year.

Sherry House
Ford Motor Co - Vice President - Finance

Yes, Joe. Great to be here.

Questions & Answers

Joseph Spak
UBS AG - Analyst

A lot of topics to get to. So we're going to sort of try to be pretty orderly here. Let's start with '26 because it is a pretty noisy year. I think one of the key swing factors here is really Novelis, your aluminum supplier and them coming back online. A couple of weeks ago, the CEO mentioned, they fired up the plant again.

Maybe you can sort of just talk about what you're seeing from them, what you're hearing from them and what you -- how you expect that ramp to proceed over the balance of the year?

Sherry House
Ford Motor Co - Vice President - Finance

Yes, sure. So from our

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