Ford Motor(US:F) Zhi Tong Cai Jing·2025-10-24 14:40Core Viewpoint - Ford Motor Company reported strong third-quarter earnings and sales that exceeded Wall Street expectations despite the impact of the Novelis incident [1] Financial Performance - Adjusted earnings per share for the third quarter were $0.45, surpassing the analyst average estimate of $0.36 [1] - Revenue reached a record $50.5 billion, higher than the analyst forecast of $43.7 billion, representing a year-over-year growth of 9.3% [1] - Net profit for the quarter was $2.4 billion [1] Guidance and Adjustments - The company revised its full-year adjusted EBIT forecast down to $6 billion to $6.5 billion, from a previous estimate of $6.5 billion to $7.5 billion [1] - Expected full-year adjusted free cash flow is projected to be between $2 billion and $3 billion [1] Impact of External Factors - CFO Sherry House indicated that the company had anticipated achieving over $8 billion in EBIT this year if not for the Novelis fire [1] - Ford now estimates that the tariffs introduced by the Trump administration will result in a financial loss of $1 billion, down from a previous estimate of $2 billion [1]