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Sep 30, 2025
Ford Q3 2025 Earnings Report
Ford reported solid Q3 2025 results with strong revenue and a sharp increase in net income.
Key Takeaways
Ford posted $50.5B in revenue and $2.4B in net income for Q3 2025, driven by strong vehicle sales and cost efficiencies despite tariff impacts.
Total revenue reached $50.5B in Q3 2025.
Net income rose to $2.4B, up from $892M a year ago.
Adjusted EBIT held steady at $2.586B despite macroeconomic pressures.
Free cash flow increased to $4.3B for the quarter.
Revenue by Segment
Forward Guidance
Ford reaffirmed its FY 2025 outlook, absorbing a $1B tariff impact and forecasting full-year adjusted EBIT of $6.0–$6.5B.
Positive Outlook
- Tracking to upper end of adjusted EBIT guidance range.
- Adjusted free cash flow also trending higher than prior guidance.
- Strong balance sheet with $54B in liquidity.
- Net cost reductions of $1B excluding tariffs.
- No impact from the Novelis fire in updated guidance.
Challenges Ahead
- Tariff impacts expected to total ~$1B for FY 2025.
- Adjusted EBIT headwind of $1.5–$2.0B from Novelis fire (prior outlook).
- Adjusted FCF headwind of $2.0–$3.0B from Novelis fire (prior outlook).
- Global pricing pressures on EVs continue.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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