Core Insights - Ford's Q3 revenue reached $50.53 billion, exceeding estimates, while earnings per share (EPS) were $0.45, also above expectations, leading to a 4% increase in stock price post-earnings announcement [1] Financial Performance - Q3 revenue: $50.53 billion, surpassing analyst estimates [1] - EPS: $0.45, exceeding forecasts [1] - Post-earnings stock rally: 4% increase, reflecting positive investor sentiment [1] Electric Vehicle (EV) Segment - Despite losses in the EV sector, Ford's overall execution was solid, contributing to investor confidence [1]

Earnings Overview - Earnings season is underway with major companies like Tesla, Netflix, General Motors, and Ford reporting results this week [1][3] - As of October 17, 12% of S&P 500 companies have reported results, with analysts expecting an 8.5% increase in earnings per share for Q3, marking the ninth consecutive quarter of positive earnings growth, although a slowdown from the 12% growth in Q2 [1][2] Sector Representation - A diverse range of sectors will be represented in the earnings reports, including airlines (Southwest Airlines, American Airlines), toy manufacturers (Mattel, Hasbro), and telecom providers (AT&T, T-Mobile) [4] - Consumer-focused companies like Procter & Gamble and Deckers Outdoors are expected to provide insights into consumer spending trends [4] Additional Earnings Reports - The earnings calendar also includes reports from various companies such as Philip Morris, Intuitive Surgical, Texas Instruments, Lockheed Martin, and Honeywell, among others [5]

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Ford Motor Co. (NYSE:F) released its third-quarter earnings report after Thursday's closing bell. Here's a look at the key figures from the quarter. F stock is moving. See the real-time price action here.The Details: Ford Motor reported quarterly earnings of 45 cents per share, which beat the analyst estimate of 36 cents.Quarterly revenue came in at $47.18 billion, which beat the Street estimate of $43.07 billion and was up from revenue of $43.06 billion from the same period last year.Read Next: Latest Beyo ...

转自：智通财经 【福特汽车：下调全年调整后息税前利润至60-65亿美元】智通财经10月24日电，福特汽车第三季度调 整后每股收益0.45美元，市场预估0.36美元，福特汽车将全年调整后息税前利润预期下调至60-65亿美 元，原预期为65-75亿美元。福特汽车仍然预测全年资本支出大约90亿美元，市场预估87.8亿美元；预 计全年调整后自由现金流20亿美元至30亿美元。 ...

Ford Sees Up to $2 Billion Profit Hit From Fire at Key Supplier https://t.co/Wllp1j6bhm ...

Core Viewpoint - Ford Motor exceeded Wall Street's third-quarter earnings expectations but lowered its 2025 guidance due to a supplier fire impacting production of large trucks and SUVs [1][6]. Financial Performance - Ford's third-quarter revenue reached a record $50.5 billion, a 9% increase year-over-year, with net income of $2.4 billion, up from $900 million a year earlier [9]. - Adjusted earnings per share were 45 cents, surpassing the expected 36 cents, and automotive revenue was $47.19 billion, exceeding the anticipated $43.08 billion [12]. Impact of Supplier Fire - The fire at Novelis' New York plant is expected to cost Ford between $1.5 billion and $2 billion, but the company aims to mitigate much of this impact by increasing production of affected vehicles [2][3]. - Ford plans to add 1,000 workers early next year to boost U.S. pickup truck production, expecting to recover 50,000 units of truck production by 2026 [3]. Revised Guidance - Ford's new 2025 guidance includes adjusted EBIT of $6 billion to $6.5 billion, down from $6.5 billion to $7.5 billion, and adjusted free cash flow of $2 billion to $3 billion, reduced from $3.5 billion to $4.5 billion [6]. - Without the supplier fire, Ford was planning to raise its 2025 guidance to over $8 billion in adjusted EBIT [6]. Operational Developments - The impacted section of the Novelis plant is expected to restart by late November or early December, while other areas continue to operate [5]. - Ford is working with Novelis to source aluminum from operational sections of the plant to minimize production disruptions [4]. Strategic Initiatives - The Ford+ plan aims to improve operational efficiency and is on track to cut $1 billion in costs this year [11]. - The "Pro" commercial and fleet business reported EBIT results of nearly $2 billion, while the "Model e" electric vehicle business widened losses to $1.41 billion [13].

Core Insights - Ford is increasing its workforce and implementing additional measures to address strong customer demand for its F-Series pickup trucks while compensating for production losses due to a fire at an aluminum supplier [1] Group 1 - Ford is adding extra workers to meet customer demand for F-Series pickup trucks [1] - The company is taking measures to recover from production losses caused by a fire at an aluminum supplier [1]

Financial Performance - Ford reported third-quarter 2025 revenue of $50.5 billion, a 9% increase year-over-year, with net income of $2.4 billion[6]. - Adjusted EBIT for the third quarter was $2.6 billion, reflecting a $0.7 billion adverse net tariff-related impact[5]. - Cash flow from operations was $7.4 billion, and adjusted free cash flow was $4.3 billion for the third quarter[6]. - Ford anticipates full-year 2025 adjusted EBIT guidance of $6.0 billion to $6.5 billion and adjusted free cash flow of $2.0 billion to $3.0 billion[5]. - Total revenues for the third quarter of 2024 were $46,196 million, an increase from $50,534 million in 2025[27]. - Net income attributable to Ford Motor Company for the third quarter of 2024 was $892 million, compared to $2,447 million in 2025[27]. - Operating income for the first nine months of 2024 was $3,988 million, down from $2,388 million in 2025[27]. - Cash flows from operating activities for the first nine months of 2024 were $12,395 million, compared to $17,398 million in 2025[31]. - Revenues for the third quarter ended September 30, 2025, were $47,185 million, with consolidated revenues totaling $50,534 million[32]. - Net income attributable to Ford Motor Company for the third quarter was $1,881 million, contributing to a consolidated net income of $2,448 million[32]. - Operating income for the first nine months was $2,388 million, with consolidated revenues of $141,377 million[32]. - Company reported a net income attributable to Ford of $892 million for Q3 2024, compared to $2,447 million in Q3 2025, reflecting a decrease of approximately 63.5%[36]. - Adjusted EBIT for Q3 2024 was $2,550 million, while for Q3 2025 it was $2,586 million, indicating a slight increase of 1.4%[36]. - Revenue for Q3 2024 was $46.2 billion, increasing to $50.5 billion in Q3 2025, representing a growth of 5.0%[36]. - Adjusted earnings per share (EPS) for Q3 2024 was $0.49, compared to $0.45 in Q3 2025, showing a decline of 8.2%[36]. - The effective tax rate for Q3 2025 was reported at 3.0%, while the adjusted effective tax rate was 19.8%[37]. - Company adjusted free cash flow for the first nine months of 2025 was $5,657 million, compared to $5,945 million in the same period of 2024, a decrease of 4.8%[37]. - Adjusted net income for Q3 2024 was $1,958 million, while for Q3 2025 it was $1,820 million, reflecting a decrease of 7.1%[36]. Segment Performance - Ford Pro segment generated $2 billion in EBIT on $17.4 billion in revenue, with paid software subscriptions growing 8% sequentially[10]. - Ford Model e reported a third-quarter EBIT loss of $1.4 billion, driven by new product launches in Europe[10]. - Ford Blue segment achieved $1.5 billion in EBIT, with revenue growth outpacing wholesale unit growth[10]. Job Creation and Production - Ford plans to create up to 1,000 jobs to increase F-Series production volume in response to strong customer demand[12]. Assets and Liabilities - Total assets as of September 30, 2025, were $300,990 million, up from $285,196 million as of December 31, 2024[29]. - Total liabilities increased to $253,573 million as of September 30, 2025, from $240,338 million as of December 31, 2024[29]. - Ford's total current liabilities increased to $116,648 million as of September 30, 2025, from $106,859 million[29]. - Total assets as of September 30, 2024, were $158.292 billion, expected to increase to $161.334 billion by September 30, 2025, a growth of 1.3%[43]. - The total liabilities for the company as of September 30, 2024, were $144.535 billion, projected to increase to $146.617 billion in 2025, reflecting a rise of 1.4%[43]. Cash and Capital Management - Ford's cash and cash equivalents at the end of the period were $26,788 million, compared to $22,935 million at the beginning of the year[29]. - Cash payments for dividends and dividend equivalents totaled $2,390 million during the first nine months[34]. - Capital spending for the first nine months was $6,031 million, reflecting ongoing investment in operations[34]. - The company had cash and cash equivalents of $26,788 million as of September 30, 2025[33]. - Interest expense on company debt excluding Ford Credit was $321 million for the third quarter[32]. Special Items and Adjustments - The company reported a total EBIT special items loss of $2.3 billion for the first nine months of 2024, expected to decrease to $1.9 billion in 2025[39]. - Special items pre-tax for Q3 2024 amounted to $(1,409) million, while for Q3 2025 it was $(447) million, indicating a reduction in special items[36]. Investment and Returns - The company's invested capital at the end of Q3 2024 was $70.8 billion, expected to rise to $73.2 billion by Q3 2025, reflecting a growth of 5.7%[38]. - The adjusted return on invested capital (ROIC) for Q3 2024 was 11.4%, projected to decrease to 10.1% by Q3 2025[38]. - Total financing revenue for the first nine months of 2024 was $9.522 billion, expected to increase to $10.270 billion in 2025, representing a growth of 7.8%[41]. - Net income for the first nine months of 2024 was $982 million, projected to rise to $1.533 billion in 2025, indicating an increase of 56.2%[45]. - Cash flows from operating activities for the first nine months of 2024 were $2.032 billion, projected to increase to $2.899 billion in 2025, indicating a growth of 42.7%[45].

Core Viewpoint - Ford Motor has reduced its profit guidance due to the impact of a fire at a key aluminum supplier, which will affect the production of some of its most profitable vehicles until the end of the year [1] Group 1: Financial Impact - The company has adjusted its profit outlook, indicating a negative financial impact from the supply chain disruption caused by the fire [1] - The production of lucrative vehicle models will be constrained, leading to potential revenue loss [1] Group 2: Operational Challenges - The fire at the aluminum supplier is a critical event that will hinder Ford's production capabilities [1] - The company anticipates that the effects of this incident will persist through the end of the year, indicating a prolonged operational challenge [1]