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Ford Motor Company

F · Consumer Discretionary

Last earnings Oct 28, 2026

Key results

Net incomequarter

$2.4 billion

net income of $2.4 billion and adjusted EBIT was $2.6 billion, both including $0.7 billion of adverse net tariff-related impacts

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Revenuequarter

$50 billion

Ford posted another strong quarter, delivering more than $50 billion in revenue powered by our incredible products and services, the durability of Ford Pro and our disciplined focus on cost and quality, said Jim Farley, Ford president and CEO.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

EPSquarter

5.5 %

EBIT Margin (%) 5.5 % 5.1 % (0.4) ppts 5.9 % 4.1 % (1.8) ppts Adjusted EPS (Diluted) $ 0.49 $ 0.45 $ (0.04) $ 1.46 $ 0.96 $ (0.50) Adjusted ROIC (Trailing Four Qtrs) 11.4 % 10.1 % (1.3) ppts 2 The company reported third-quarter revenue of $50.5 billion, a 9% increase from the same period a year ago.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Net income was $2.4 billion and adjusted earnings before interest and taxes was $2.6 billion, both reflecting an adverse net tariff-related impact of $0.7 billion.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Adjusted free cash flowquarter

$4.3 billion

Cash flow from operations in the third quarter was $7.4 billion and adjusted free cash flow was $4.3 billion.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

AI analysis

Q3 2025 · reported Oct 23, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q3 2025
$50B
EX-99 · Oct 23, 2025
Adjusted free cash flow · Q3 2025
$4.3B
EX-99 · Oct 23, 2025
Net income · Q3 2025
$2.4B
EX-99 · Oct 23, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Net income$2.4 billion——
Revenue$50 billion——
EPS5.5 %——
Adjusted free cash flow$4.3 billion——

EX-99 · Oct 23, 2025

Guidance · company-stated

free cash flow

“of $2.0 billion to $3.0 billion”

capital expenditures

“of about $9 billion”

Guidance stated in the release for Full-year 2025; figures as stated.

Next earningsNo verified date on fileNo date is estimated or imported

Cash flow & capex

Adjusted free cash flow$4.3B

Capital allocation

Adjusted free cash flow$2B
Capex$9B

The company also declared a fourth-quarter regular dividend of 15 cents per share, payable on Dec.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Added Ford CFO Sherry House: The strength of our underlying business was evident in our third quarter results

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

free cash flow: “free cash flow of $2.0 billion to $3.0 billion”

capital expenditures: “capital expenditures of about $9 billion”

free cash flow (“Full-year 2025”)
“adjusted free cash flow was $4.3 billion Company declares a fourth quarter regular dividend of 15 cents per share Full-year 2025 guidance includes adjusted EBIT of $6.0 billion to $6.5 billion, adjusted free cash flow of $2.0 billion to $3.0 billion and capital spending of about $9 billion Between 2025 and 2026, expected Novelis headwind of $1.0 billion or less Novelis-related 2025 adjusted EBIT headwind of $1.5 billion to $2.0 billion, also affecting full-year cash flow;”

capital expenditures (“full-year 2025”)
“adjusted free cash flow of $2 billion to $3 billion the production disruption results in an oversized short- term impact on our working capital, which will reverse next year and capital expenditures of about $9 billion.”

Guidance stated in the release for Full-year 2025; figures as stated.

Capital allocation

The company also declared a fourth-quarter regular dividend of 15 cents per share, payable on Dec.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Ford now anticipates full-year 2025 company adjusted EBIT of $6 billion to $6.5 billion; adjusted free cash flow of $2 billion to $3 billion the production disruption results in an oversized short- term impact on our working capital, which will reverse next year and capital expenditures of about $9 billion.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Company excluding Ford Credit includes our Ford Blue, Ford Model e, and Ford Pro reportable segments, Corporate Other, Interest on Debt, and Special Items.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Company Adjusted EBIT (Most Comparable GAAP Measure: Net income / (Loss) attributable to Ford) Earnings Before Interest and Taxes (EBIT) excludes interest on debt (excluding Ford Credit Debt), taxes and pre-tax special items.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Adjusted net operating profit / (loss) after-cash tax measures operating results less special items, interest on debt (excluding Ford Credit Debt), and certain pension / OPEB costs.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Average invested capital is the sum of average balance sheet equity, debt (excluding Ford Credit Debt), and net pension / OPEB liability.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Strategy & priorities

Ford posted another strong quarter, delivering more than $50 billion in revenue powered by our incredible products and services, the durability of Ford Pro and our disciplined focus on cost and quality, said Jim Farley, Ford president and CEO.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

We will continue to focus on execution and on quickly making the right strategic calls on propulsion, partnerships and technology that will create tremendous value for our customers.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

This non-GAAP measure is useful to management and investors because it focuses on underlying operating results and trends, and improves comparability of our period-over-period results.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Risks & headwinds

Adjusting for tariffs, year-over-year adjusted EBIT improved by $0.7 billion.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Net income was $2.4 billion and adjusted earnings before interest and taxes was $2.6 billion, both reflecting an adverse net tariff-related impact of $0.7 billion.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

3 Full-Year 2025 Outlook Ford s underlying business is performing at the high end of the guidance range previously outlined in February, while absorbing a $1.0 billion net tariff headwind.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Additionally, between 2025 and 2026, Ford expects the Novelis fire to be a headwind of $1.0 billion or less.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Full-year 2025 guidance now reflects: A 2025 adjusted EBIT headwind of $1.5 billion to $2 billion and an adjusted free cash flow headwind of about $2 billion to $3 billion in the fourth quarter due to the Novelis fire.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

That Ford has line of sight to mitigate at least $1.0 billion of the Novelis-related adjusted EBIT headwind in 2026 and is working to improve the situation further.

SEC original ↗Ford Motor Company — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Documents

Earnings deck slides

0 decks with slide view

Ford Motor Company — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ford Motor Company — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ford Motor Company — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ford Motor Company — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ford Motor Company — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ford Motor Company — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Amazon (AMZN) Consumer DiscretionaryTesla, Inc. (TSLA) Consumer DiscretionaryAlibaba Group (BABA) Consumer DiscretionaryeBay Inc. (EBAY) Consumer DiscretionaryToyota Motor (TM) Consumer DiscretionaryO'Reilly Automotive (ORLY) Consumer DiscretionaryLi Auto Inc. (LI) Consumer DiscretionaryV F Corp (VFC) Consumer Discretionary

Filings

64 documents

Earnings releases

39 documents

Presentations

6 documents

Transcripts

0 documents

No transcripts for Ford Motor Company are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Ford Motor Company by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.