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Ford Motor Company (F) investor relations material
Ford Motor Company The Scotiabank Transportation & Industrials Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.The Scotiabank Transportation & Industrials Conference summary18 Nov, 2025
Business performance and financial guidance
Underlying business strength remains high, with a run rate of $8–8.5 billion EBIT before the Novelis fire impact.
Tariffs created a $2 billion headwind, with over half offset by market factors and pricing.
Novelis fire expected to negatively impact Q4 by $1.5–2 billion, with net guidance for the year at $6–6.5 billion.
Recovery actions include adding a third crew at Dearborn and maximizing Kentucky Truck production.
About half of the lost F-Series volume (50,000 out of 100,000 units) is expected to be recovered next year.
Tariffs and regulatory environment
Tariffs are now considered a fixed cost, baked into long-term planning through 2026.
Certainty in tariff policy aids long-term business decisions; market pricing remains strong.
Regulatory flexibility in the U.S. allows production to match natural demand for ICE, hybrid, and EVs.
Anticipated policy changes may reduce the need for compliance credits and increase production flexibility.
Ford Pro and commercial business strategy
Ford Pro commercial business leads in market share, with strong growth across all fleet channels in North America and Europe.
Dealer investments of over $2 billion have expanded service capacity and customer uptime initiatives.
818,000 paid Ford Pro Intelligence subscribers, with higher parts attach rates and growing service EBIT share.
Strategic partnerships, such as with ServiceTitan, expand software and fleet solutions.
Ford Pro's competitive moat strength
US regulatory shifts impact on product mix
UEV platform's role in EV market shifts
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Next Ford Motor Company earnings date
Q4 20256 Feb, 2026
Next Ford Motor Company earnings date
Q4 20256 Feb, 2026
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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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