Overview
- Adjusted earnings reached 45 cents per share versus the 36-cent consensus, with total revenue reported at about $50.5 billion, both ahead of expectations.
- Full-year adjusted EBIT guidance was reduced to $6.0 billion to $6.5 billion, down from a prior range of $6.5 billion to $7.5 billion.
- Ford estimated a roughly $700 million tariff impact in the quarter and lowered its full-year net tariff hit to about $1 billion.
- The Model e unit recorded an approximately $1.4 billion EBIT loss even as Q3 EV deliveries set a record at 30,612, led by the Mustang Mach-E.
- Quality pressures persisted with 127 safety recalls so far in 2025, and shares rose modestly in after-hours trading as investors weighed the mixed signals.