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Ford beats on earnings but lowers 2025 guidance after supplier fire
Ford beat Q3 earnings estimates but cut 2025 guidance to $6.5-$7.5 billion EBIT due to a supplier plant fire and tariff-related challenges, analysts said.
- On Thursday, Ford Motor announced third-quarter results after markets closed and revised 2025 adjusted EBIT guidance down to $6.5 billion to $7.5 billion.
- Supply-Chain disruption from a Novelis plant fire last month and tariff pressures raised Ford's expected tariff impact from $2.5 billion to $3 billion, analysts said.
- Ford's guidance shows 2025 adjusted EBIT guidance of $6.5 billion to $7.5 billion, below the pre-tariff $7 billion to $8.5 billion, while Wall Street estimates expected EPS 36 cents and automotive revenue $43.08 billion.
- The company expects capital spending of about $9 billion and projects adjusted free cash flow of $3.5 billion to $4.5 billion, maintaining prior guidance.
- Analysts flagged both a near-term beat and a weaker outlook as JPMorgan analyst Ryan Brinkman expects Ford to report higher-than-expected 3Q earnings while General Motors offsets about 35% of tariff impacts this year.
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Coverage Details
Total News Sources39
Leaning Left5Leaning Right3Center13Last UpdatedBias Distribution62% Center
Bias Distribution
- 62% of the sources are Center
62% Center
L 24%
C 62%
14%
Factuality
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