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- **Q3 Performance**: $50.5B revenue, $2.6B EBIT, despite $1.5B-$2B Novelis impact.
- **Ford+ Strategy**: Hybrid focus, $30K EV platform, and $1B tariff relief.
- **Financial Health**: $4.3B free cash flow, $33B cash, and 2025 EBIT guidance of $6B-$6.5B.
- **Risks & Recovery**: 50K F-Series recovery in 2026, $3.6B Model e losses, and $1B Novelis mitigation.

**【CEO Summary Section】**
- Delivered Q3 2025 revenue of $50.5 billion and adjusted EBIT of $2.6 billion, despite a $1.5 billion to $2 billion EBIT headwind from the Novelis fire.
- Launched Ford+ plan to address regional market fragmentation, cost efficiency, and Chinese OEM competition, with a focus on hybrids and affordable EVs starting at $30,000.
- Announced $1 billion tariff relief from U.S. policy changes, offsetting $700 million in quarterly tariff costs.
- Added 1,000 jobs to recover F-Series production and fulfill demand, with 50,000 units of 2026 recovery capacity.

**【CFO Financial Commentary】**
- Adjusted free cash flow of $4.3 billion in Q3, $5.7 billion year-to-date, with $33 billion in cash and $54 billion in liquidity.
- Model e segment incurred $3.6 billion loss, driven by Gen 1 vehicle costs and $3 billion in next-gen platform investments.
- Ford Pro delivered $2 billion EBIT with double-digit margins, driven by software and services growth.
- 2025 EBIT guidance updated to $6 billion to $6.5 billion (down from $7 billion to $8.5 billion) due to Novelis and tariff impacts.
- 2026 outlook includes $1 billion Novelis recovery, $1 billion cost savings, and $9 billion capex for UAV platform.

**【Q&A Key Highlights】**
- **Novelis Recovery**: 50,000 units of 2026 F-Series production recovery, with Dearborn plant running 3 shifts.
- **Warranty Costs**: Q3 warranty down $450 million YoY, with FSA cost reduction offsetting coverage declines.
- **EV Strategy**: UEV platform launch in 2027 targeting $30,000 price point, with LFP cell production starting in Michigan.
- **Tariffs**: $1 billion 2025 tariff relief, with similar impact expected in 2026.
- **Industry Pricing**: U.S. SAAR of 16.8 million units, 0.5% pricing growth, and strong F-150 hybrid demand (70% share).

Ford Motor Company (F) Q3 2025 Earnings Call Transcript

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