earnings
confidence high
sentiment positive
materiality 0.75
Ford reports record Q3 revenue $50.5B, net income $2.4B; full-year EBIT guidance $6.0-6.5B
FORD MOTOR CO
2025-Q3 EPS reported
$0.72
revenue$141,377,000,000
- Revenue $50.5B (record), net income $2.4B, diluted EPS $0.60 vs $0.22 YoY.
- Adjusted EBIT $2.6B including $0.7B net tariff impacts; operating cash flow $7.4B, adj. FCF $4.3B.
- Full-year 2025 guidance: adj. EBIT $6.0-6.5B, adj. FCF $2.0-3.0B, capex ~$9B.
- Q4 regular dividend declared at $0.15 per share.
- Novelis headwind: 2025 adj. EBIT impact $1.5-2.0B; expected mitigation of at least $1.0B in 2026.