From Autoline Daily:
Ford reported its Q3 numbers and the company posted some positive results. It sold 1.1 million vehicles, up 6% from the year before. Revenue topped $50 billion for the first time, up 9%. Its operating profit of $1.5 billion was up 77% over last year’s lackluster performance. And Ford put $2.4 billion on the bottom line, up 174% for the same reasons.
Ford Q3, 2025 Earnings
Sales
1.1 M
+6%
Revenue
$50.5 B
+9%
Operating Profit
$1.5 B
+77%
Net Profit
$2.4 B
+174%
Source: Ford
FORD AVOIDS $2.5 BILLION IN ZEV CREDIT PURCHASES
But the most interesting news about Ford came from its earnings call with Wall Street analysts. Here are some of the highlights.
• The chip shortage caused by China blocking exports of diodes and transistors made by Nexperia is threatening to shut down automotive production in Europe and the U.S. Ford CEO Jim Farley said he was in Washington DC this week and that it was top of mind with every official he met with in the government. He said a resolution could come just as they’re about to run out of chips, but they need a quick breakthrough to prevent production losses.
• With the Trump Administration getting rid of regulatory fines for missing zero emission vehicle mandates, Ford will see a big financial benefit. Prior to that change, Ford was going to have to buy $2.5 billion of ZEV credits this year, but now expects most of that to go away.
• Thanks to the Administration easing up on emission regulations Ford will no longer have to constrain production of vehicles like the Tremor and Raptor which are in high demand.
• Ford says it’s making big progress on improving its quality. It cut warranty costs by $450 million in the third quarter.
• Ford Pro, which sells commercial vehicles, is the most profitable unit in the company. It made almost $2 billion in EBIT, and close to 20% of that came from providing software services to fleets.
We’ll see how the market takes in all this news. When GM reported its numbers this week, the stock jumped 15%, adding $8 billion in market cap. Meanwhile, Ford stock was up 4% in pre-market trading.
Its werid-I've mostly owned compacts and a couple subcompacts-I hated how "big" my SHO was-it was like 201 inches long. I think I'd hate having a pickup since the vast majority of them are well over 200 inches long.
The sweet spot for me is a vehicle between 170-190 inches long.
When we went shopping for a replacement vehicle for the girlfriend last fall, she confidently stated, I want something smaller (she had a 2018 Ford Escape at the time and in the interim, had retired from her 30+ year job with the long commute) I explained to her, that the Escape is as "small" as it gets in the Ford lineup and if she persisted, we would have to look at other brands. "Fine with me!" she says and off we go a-shoppin' for "something else"...she looks and looks and then settles on a Mazda CX-30....when we took it for a test-ride, her statement of "Wow, this thing is small..." kinda unnerved me (lol) but after the test drive, we went to her favorite salesman at her favorite Ford store, test drove and then bought Escape #6, a 2024 ST-Line model and everything is right in the world....that is until in 6-8 years from now when she wants another car and finds out that Ford has not replaced Escape in the line yet....I hope I am wrong about that part....
Thanks, just saw this snippet in linked article
https://www.foxbusiness.com/lifestyle/americas-top-selling-vehicle-faces-production-hit-after-fire-supplier-facility-analyst-says
Sounds like there will be some supplies of aluminum coming from other locations but yeah,
pretty sure that Ford will have to work down it’s +200k F Series inventory to keep as many
customers as possible…..lest they go shopping at GM or Stellantis…