Ford Motor Company (F) reported stronger-than-expected third-quarter earnings on Thursday, beating Wall Street forecasts on both profit and revenue. However, shares fell about 4% in after-hours trading as the company lowered its 2025 financial outlook due to production disruptions caused by a fire at a key aluminum supplier.<\/p>\n\n\n\n
Ford reported adjusted earnings per share of 45 cents<\/strong>, surpassing analyst estimates of 36 cents<\/strong>, and automotive revenue of $47.19 billion<\/strong>, ahead of the $43.08 billion expected. Including its financial arm, total company revenue reached a record $50.5 billion<\/strong>, up 9% year over year<\/strong>, while net income rose to $2.4 billion<\/strong>, nearly tripling from $900 million a year earlier.<\/p>\n\n\n\n Despite the strong quarter, a fire last month at Novelis\u2019s New York aluminum facility<\/strong> will temporarily impact Ford\u2019s production of high-demand trucks and SUVs. The company estimates the incident will cost between $1.5 billion and $2 billion<\/strong>, with recovery expected by 2026 through ramped-up U.S. manufacturing and the addition of 1,000 new workers<\/strong> in Michigan and Kentucky.<\/p>\n\n\n\n Ford\u2019s updated 2025 guidance calls for adjusted EBIT of $6.0\u2013$6.5 billion<\/strong>, down from $6.5\u2013$7.5 billion, and free cash flow of $2\u2013$3 billion<\/strong>, reflecting near-term supply constraints. CFO Sherry House<\/strong> noted that without the fire, the company would have raised guidance to more than $8 billion in adjusted EBIT.<\/p>\n\n\n\n CEO Jim Farley<\/strong> emphasized that Ford has made \u201csubstantial progress\u201d in restoring supply and remains confident in its Ford+ plan<\/strong>, which aims to streamline operations and achieve $1 billion in cost savings this year.<\/p>\n\n\n\n While near-term headwinds persist, Ford\u2019s operational strength and record revenues underscore the resilience of its turnaround strategy amid industry and supply chain challenges.<\/p>\n\n\n\n