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Ford (F) investor relations material
Ford Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary23 Oct, 2025
Executive summary
Achieved record Q3 2025 revenue of $50.5 billion, up 9% year-over-year, with net income of $2.45 billion and adjusted EBIT of $2.6 billion, despite $0.7 billion in adverse net tariff impacts.
U.S. sales grew for the seventh consecutive month, with F-Series on track as America’s best-selling truck for the 49th year.
Ford Pro software subscriptions rose 8% sequentially to 818,000, with higher average revenue per unit and attach rate.
Operating cash flow reached $7.4 billion and adjusted free cash flow was $4.3 billion for the quarter.
Declared a fourth-quarter regular dividend of $0.15 per share.
Financial highlights
Adjusted EBIT for Q3 2025 was $2.6 billion (5.1% margin), flat year-over-year; adjusted EPS was $0.45; net income margin improved to 4.8%.
Q3 2025 net income was $2.45 billion, up $1.56 billion year-over-year, with diluted EPS of $0.60.
Adjusted free cash flow for Q3 was $4.3 billion, up $1.1 billion year-over-year.
Cash and liquidity at quarter end were nearly $33 billion and $54 billion, respectively.
Year-to-date 2025 revenue was $141.4 billion (up 3%); adjusted EBIT was $5.7 billion.
Outlook and guidance
2025 adjusted EBIT guidance is $6.0–$6.5 billion; adjusted free cash flow guidance is $2.0–$3.0 billion; capital spending expected to be about $9 billion.
Novelis fire expected to be a $1.5–$2.0 billion EBIT headwind in Q4 2025, with at least $1 billion recovery or mitigation in 2026.
Tariffs expected to be a $1.0 billion net headwind for 2025, down from $2 billion.
2026 outlook includes further $1 billion cost improvements and elimination of compliance headwinds.
Full-year U.S. industry sales expected at 16.8 million units, with pricing up about 0.5%.
Novelis fire mitigation progress for 2026?
Model e path to profitability?
What drives Ford Pro software subscription growth?
Detail mix optimization from new emissions rules
How is UEV platform adapting to EV market changes?
What limits full Novelis impact recovery?
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Next Ford earnings date
Q4 20256 Feb, 2026
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The Ford Family: A Permanent Mark in Business History
The Ford family, with their name synonymous with the automobile industry, has not only shaped the course of American history but also continues to make waves in various sectors globally. Their mark stretches from the invention of the assembly line by Henry Ford to the present-day status as one of the largest and most well-known family-owned businesses in the world.
Frequently asked questions
A pioneer in the automobile industry
Ford Motor Company, founded in 1903, is one of the world's leading automotive manufacturers with a reputation for innovation and quality. With a strong presence in both domestic and international markets, the company has been able to generate significant revenue through various business segments.
Ford’s primary revenue stream
Automotive manufacturing is the primary revenue stream for Ford. The company has a wide range of products, including cars, trucks, SUVs, and commercial vehicles. Ford is also one of the leaders in the electric and hybrid vehicle market, with popular models such as the Mustang Mach-E and the F-150 Lightning. The company has a global manufacturing footprint and produces vehicles in countries such as the United States, China, and Germany. Other public companies in the automotive manufacturing industry include General Motors, Toyota, and Volkswagen.
Offering financial services
Ford's financial services division has become a growing revenue stream for the company. With a focus on providing financing, leasing, and insurance services for its vehicles, Ford has been able to attract a large customer base. The company has also invested heavily in research and development, which has allowed it to stay ahead of its competitors. Ford Credit, the company's financial services arm, has been providing financing options to customers for over 60 years.
Tapping into the growing mobility market
Ford's mobility solutions division has become an emerging revenue driver for the company. With a focus on providing transportation solutions, including ride-sharing and autonomous vehicles, Ford has been able to tap into the growing mobility market. The company has also partnered with other companies to create end-to-end mobility solutions, which has helped it gain market share. Ford has launched several mobility projects, including the Chariot shuttle service and the self-driving car project, Argo AI.
Interesting facts about Ford
Henry Ford, the company's founder, was the first person to use an assembly line in automotive manufacturing, revolutionizing the industry.
The Ford F-Series pickup truck has been the best-selling vehicle in the United States for over 40 years.
Ford has a long history of involvement in motorsports, including the iconic Ford GT40, which won the 24 Hours of Le Mans four times in a row from 1966 to 1969.
Further reading: The Ford Family: A Permanent Mark in Business History
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