Ford is doubling down on its F-150 pickup trucks and planning to increase production by 50,000 units in 2026. It's adding 1,000 new jobs and moving over some EV workers to achieve this target.
Ford Motor has put its gas and hybrid F-150 and F-Series Super Duty trucks at the top of the production priority line as it attempts to recover from losses connected to a fire at a critical aluminum supplier's factory.
Ford Motor Company (NYSE:F ) Q3 2025 Earnings Call October 23, 2025 5:00 PM EDT Company Participants Lynn Tyson - Executive Director of Investor Relations James Farley - President, CEO & Director Kumar Galhotra Andrew Frick - President of Ford Blue, Ford Model e & Lincoln Sherry House - Chief Financial Officer Conference Call Participants Joseph Spak - UBS Investment Bank, Research Division Dan Levy - Barclays Bank PLC, Research Division Mark Delaney - Goldman Sachs Group, Inc., Research Division Xin Yu - Deutsche Bank AG, Research Division Ryan Brinkman - JPMorgan Chase & Co, Research Division Douglas Karson - BofA Securities, Research Division Itay Michaeli - TD Cowen, Research Division Gautam Narayan - RBC Capital Markets, Research Division Emmanuel Rosner - Wolfe Research, LLC Colin Langan - Wells Fargo Securities, LLC, Research Division Presentation Operator Good day, everyone. My name is Leila, and I will be your conference operator today.
Tariffs continue to weigh on Ford, but relief is on the horizon for US automakers.
The headline numbers for Ford Motor (F) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Ford Motor Company (NYSE:F) topped third-quarter earnings expectations as revenue surged, but its electric vehicle division continued to bleed money, prompting a cut to full-year guidance. Adjusted EPS came in at $0.45 versus the $0.36 estimate, while revenue rose 9% to $50.5 billion, above analyst forecasts of $43.1 billion.
Ford Motor is set to report first-quarter results after markets close Thursday. Wall Street analysts expect adjusted earnings per share of 36 cents and automotive revenue of $42.87 billion.
Summary: So far this year, Ford Motor Company has faced over 100 recalls, a figure equal to roughly four years of its annual production output.
Ford sold a record number of hybrid vehicles in the third quarter. Still, it will have a high bar to clear after GM boosted profit expectations for the year.
General Motors Co. (NYSE: GM) releases quarterly earnings before Ford Motor Co.
Ford is recalling 1,448,655 vehicles in the U.S. due to a rearview camera issue, potentially resulting in a distorted, intermittent, or blank image when the vehicle is in reverse, the U.S. National Highway Traffic Safety Administration said on Wednesday.
Ford Motor (NYSE:F) is scheduled to announce its Q3 2025 earnings on Thursday, October 23, 2025. Consensus estimates project earnings to be around $0.35 per share, a decrease from $0.49 per share in the same period last year, while revenues are expected to slightly increase to approximately $43.42 billion.