Ford reported strong underlying results and reiterated its full-year EBIT outlook of $6–6.5 billion net of a $1.5–2 billion Q4 impact from the Novelis fire, versus an original $8–8.5 billion run-rate pre-fire.
Tariffs created a $2 billion headwind in 2025, of which Ford offset $1 billion via pricing, mix, and cost actions, and will incorporate the remaining tariff cost into its 2026 base plan.
The Ford Pro commercial unit holds over 40% market share across fleet channels, with 818,000 paid subscribers for Ford Pro Intelligence and more than $2 billion invested by dealers in dedicated service capacity.
Ford unveiled its Universal EV (UEV) platform, launching in Louisville, KY in 2026, designed for 20% fewer parts, 25% fewer fasteners, 15% higher assembly speed, and underpinning a $30,000 small electric pickup.
Ford confirmed its return to Formula 1 from the 2026 season via a Red Bull partnership to drive EV technology transfer, brand engagement, and engineering talent recruitment.

1 day ago

Transcript

Ford provides FY2025 guidance and discusses strategic initiatives

Guidance Update

New Projects/Investments

Product Launch

Ford’s underlying EBIT was on pace for $8–8.5 billion prior to the Novelis supplier fire, which will impose a $1.5–2 billion headwind in Q4, leading to full-year guidance of $6–6.5 billion EBIT net of that impact.
Tariffs created a $2 billion headwind in 2025, of which Ford offset $1 billion via pricing and mix; the company will bake a $2 billion tariff cost into its 2026 plan as a base business expense.
Ford Pro remains #1 in North America and Europe, outselling its two closest commercial-vehicle competitors combined 2:1, with dealers investing over $2 billion in dedicated service capacity and 818,000 paid Ford Pro Intelligence subscribers, whose parts attach rate is 20 points higher.
Ford’s new universal EV (UEV) platform debuts at Louisville Assembly in 2026, featuring 20 % fewer parts, 25 % fewer fasteners, and 15 % faster line speed; the first model is a small electric pickup targeted at $30,000.

1 day ago

Transcript

Ford outlines 2025 outlook and strategic investments at Scotiabank conference

Guidance Update

Product Launch

New Projects/Investments

Ford sees underlying 2025 EBIT of $8.0 B–$8.5 B, but expects a $1.5 B–2.0 B Q4 headwind from a Novelis supplier fire, guiding net FY25 EBIT to $6.0 B–6.5 B.
Tariffs will impose a $2.0 B annual headwind in 2026+, with $1.0 B already offset in 2025 via pricing, mix, and cost improvements; Ford now treats tariffs as a base cost.
Ford Pro commercial unit boasts 818,000 Ford Pro Intelligence subscriptions, has invested $2 B in dealer service capacity, and deployed 5,000 mobile service vans, supporting over 40% share in North American fleet channels.
Ford Blue ICE/hybrid portfolio drives passion vehicles—F-150 hybrid mix has doubled YTD—and extends F-Series leadership to nearly 60 years in Canada and growing share in the U.S..
The new Universal Electric Vehicle platform, launching in Louisville in 2026, reduces parts by 20%, fasteners by 25%, and speeds assembly by 15%, underpinning a small EV pickup priced from $30,000.

1 day ago

Transcript

Ford launches certified pre-owned vehicle sales on Amazon

Product Launch

Ford partners with Amazon to sell certified pre-owned Ford Blue Advantage vehicles online in Los Angeles, Seattle, and Dallas, featuring rigorous inspections, manufacturer-backed limited warranties, and a 14-day/1,000-mile money-back guarantee.
Customers can browse, finance, and schedule pickups entirely online, with final signature and vehicle collection at participating dealerships.
Over 160 Ford dealers have expressed interest and 20 are actively selling through the platform, with plans to expand to additional markets in the coming months.
CEO Jim Farley noted that Tesla’s direct-to-consumer model’s cost advantage has driven Ford to bolster its online sales strategy, especially for electric vehicles.

2 days ago

Bloomberg

Ionic Rare Earths to Present at Australian Rare Earths & Critical Minerals Conference

New Projects/Investments

Tim Harrison, Managing Director and CEO of Ionic Rare Earths, will present live at the Australian Rare Earths & Critical Minerals Virtual Investor Conference on November 19, 2025.
Presentation is scheduled for 1:00 PM ET, with an archived webcast available; one-on-one meetings can be scheduled November 19–24.
Recent company highlights include an MOU with US Strategic Metals for magnet recycling in Missouri, UK recycling partnerships with Ford, Bentley and Wrightbus under the CirculaREEconomy initiative, and a Brazilian JV with Viridis backed by government funding.
Ionic Rare Earths is also planning a US expansion of its magnet recycling and heavy rare earth refinery to bolster Western supply chains.

2 days ago

Press Release

Ford Motor renews aftermarket contract amid Syncron’s North American expansion

Management Change

New Projects/Investments

Syncron appoints US-based CEO Josh Weiss, CFO Risa Sparks, and VP of Sales North America Mark Dabe to drive its regional growth strategy.
Secured key North American deals: Ford contract renewal for global Retail Inventory Management via Syncron Dealer Parts Planning; new partnership with an emerging EV disruptor on Syncron Warranty; agreement with a global off-road and recreational vehicles leader.
Awarded the IDC CX CSAT Award for exceptional customer satisfaction in the Aftermarket Service Operations category.
Published its research report “The State of the Aftermarket 2025”, highlighting rising aftermarket investment and the need to integrate disconnected service functions amid economic headwinds.

7 days ago

Press Release

Martinrea reports Q3 2025 results and dividend

Earnings

Dividends

Guidance Update

Generated $1,190.8 million in Q3 sales, with net diluted EPS of $0.49 and Adjusted EPS of $0.52; Adjusted EBITDA was $140.4 million (11.8% of sales) and Adjusted Operating Margin was 5.5%, up 20 bps year-over-year.
Delivered Free Cash Flow of $44.5 million (ex-IFRS 16 lease liabilities) and maintained a Net Debt-to-Adjusted EBITDA ratio of 1.50x at target.
Declared a quarterly cash dividend of $0.05 per share.
Reaffirmed 2025 guidance: total sales of $4.8–5.1 billion, Adjusted Operating Income Margin of 5.3–5.8%, and Free Cash Flow of $125–175 million.
Secured $30 million of new annualized sales awards at mature volumes; Jaguar Land Rover production disruption resolved with full recovery expected by Q1 2026, and tariff relief agreements nearing completion.

Nov 11, 2025, 10:01 PM

Press Release

Ford Motor: Francisco Partners Acquires Majority Stake in OEConnection

M&A

Francisco Partners agreed to acquire a majority stake in OEConnection, the automotive aftersales platform co-founded by Ford and GM in 2000.
OEC’s platform connects 45 manufacturers, 30,000 dealerships, and 135,000 wholesale customers across 6 countries with 1,500 employees.
In the past year, OEC facilitated over $14 billion in North American e-commerce and over $30 billion in global trade.
Genstar Capital, Ford, and GM will retain minority stakes post-transaction; financial terms were not disclosed.

Nov 11, 2025, 1:20 PM

Morningstar

Ford overhauls Model E after EV teardown insights

New Projects/Investments

Profit Warning

Ford’s teardown of Tesla and Chinese EVs revealed the Mustang Mach-E has 1.6 km more wiring than Tesla’s Model 3, adding weight and raising battery costs.
CEO Jim Farley created the Model E division in 2022 to accelerate EV innovation after identifying these design inefficiencies.
The Model E division incurred over $5 billion in losses in 2024 and is expected to face a similar shortfall in 2025.
Farley cautioned that Chinese automakers, with 50% of new-car sales in China vs. 10% in the U.S., pose an existential threat, and he projects EVs will remain just 5% of the U.S. car market in the near term.

Nov 11, 2025, 12:29 PM

Fortune

Ford considers scrapping F-150 Lightning amid falling EV demand

Demand Weakening

Profit Warning

Ford is weighing discontinuation of its F-150 Lightning electric pickup due to low demand and $13 billion in EV division losses since 2023.
Production has been halted since October owing partly to supply disruptions after a fire at Novelis’ aluminum plant.
High production costs result in losses of approximately $100,000–$132,000 per vehicle, according to reports.
The expiration of the $7,500 federal EV tax credit and regulatory rollbacks have further reduced incentives, undermining EV sales.
Ford is shifting focus to more profitable hybrid and gasoline-powered F-Series trucks to bolster margins.

Nov 7, 2025, 10:13 AM

CNBC

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