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Ford Motor Firm (F) Q3 2025 Earnings Name Transcript

EditorialBy EditorialOctober 24, 2025No Comments2 Mins Read

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Ford Motor Firm (NYSE:F) Q3 2025 Earnings Name October 23, 2025 5:00 PM EDT

Firm Contributors

Lynn Tyson – Govt Director of Investor Relations
James Farley – President, CEO & Director
Kumar Galhotra
Andrew Frick – President of Ford Blue, Ford Mannequin e & Lincoln
Sherry Home – Chief Monetary Officer

Convention Name Contributors

Joseph Spak – UBS Funding Financial institution, Analysis Division
Dan Levy – Barclays Financial institution PLC, Analysis Division
Mark Delaney – Goldman Sachs Group, Inc., Analysis Division
Xin Yu – Deutsche Financial institution AG, Analysis Division
Ryan Brinkman – JPMorgan Chase & Co, Analysis Division
Douglas Karson – BofA Securities, Analysis Division
Itay Michaeli – TD Cowen, Analysis Division
Gautam Narayan – RBC Capital Markets, Analysis Division
Emmanuel Rosner – Wolfe Analysis, LLC
Colin Langan – Wells Fargo Securities, LLC, Analysis Division

Presentation

Operator

Good day, everybody. My title is Leila, and I will probably be your convention operator at this time. Right now, I wish to welcome you to the Ford Motor Firm Third Quarter 2025 Earnings Convention Name. [Operator Instructions] Right now, I wish to flip the decision over to Lynn Antipas Tyson, Chief Investor Relations Officer.

Lynn Tyson
Govt Director of Investor Relations

Thanks, Leila, and welcome to the Ford Motor Firm’s Third Quarter 2025 Earnings Name. With me at this time are Jim Farley, President and CEO; Sherry Home, CFO; Andrew Frick, President, Ford Blue and Mannequin e; and Kumar Galhotra, Chief Working Officer.

Becoming a member of us for Q&A will probably be Cathy O’Callaghan, CEO of Ford Credit score; and Steve Croley, Chief Coverage Officer and Normal Counsel. Additionally with us is Alicia Boler Davis, President of Ford Professional. Jim will give a high-level overview, adopted by Kumar on industrial progress, Andrew on market dynamics and Sherry on our monetary evaluate and steering. We’ll be referencing non-GAAP measures at this time. These are reconciled to essentially the most comparable U.S. GAAP measures within the appendix of our earnings deck. You will discover the deck

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