Ford Motor Company (NYSE: F) is scheduled to release its third-quarter 2025 earnings on Thursday, October 23, as investors watch closely for signs of how the automaker is managing ongoing supply chain disruptions and rising costs. Analysts project earnings per share of $0.38 on revenues of roughly $43 billion, representing a decline from last year.
Despite the challenges, Ford’s U.S. sales rose 8.2% year-over-year in the third quarter, totaling 545,522 vehicles. The company’s F-Series trucks maintained their position as America’s best-selling vehicles, with 207,732 units sold, up 4.7% from the same period in 2024. Electrified vehicle sales also showed strong growth, with 85,789 units sold, a 19.8% increase, making up 15.7% of total sales.
However, the company faces significant headwinds. A fire at a Novelis aluminum plant in New York in mid-September, a critical supplier for Ford’s F-150 trucks, is expected to remain offline until early 2026. Analysts estimate that the outage could reduce Ford’s earnings by up to $1 billion. Additional pressures come from tariffs, including a 25% levy on imported aluminum, expected to cost the company around $2 billion in 2025, contributing to a projected decline in operating profit from over $10 billion in 2024 to approximately $7 billion.
Ford’s Ford Pro division continues to show resilience, posting 11% revenue growth to nearly $19 billion, with an EBIT margin of 12.3%. The company is also pushing forward on its electrification strategy, focusing on developing new electric vehicles and platforms in the U.S.
Investors will be paying close attention to Ford’s earnings report and management commentary for insight into how the automaker plans to navigate supply chain disruptions, rising input costs, and the ongoing transition to electric vehicles. The earnings call is scheduled for 5:00 p.m. ET on October 23 and will be available via Ford’s investor relations website.
By: Montana Newsroom staff
