Ford (F): FY25 Q2 earnings call, Jul 30, 2025
No Kalshi or Polymarket word markets were listed for Ford’s Jul 30, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “Headwind”; 5 quoted, at least 25 words apart.
…policy and CO2 emission standards. We expect tariffs to be a net headwind of about $2 billion this year, and we'll continue to monitor the…
…last year's F-150 stock build following the new model launch and tariff headwinds, which drove lower EBIT and margin in the quarter. Ford Credit is…
…continued improvement in costs. Our full year outlook assumes a net tariff headwind of about $2 billion, reflecting approximately $3 billion of adverse gross adjusted…
…Given the potential range of outcomes related to how the net tariff headwind will play out by segment, we're only providing a total company outlook…
…getting better. But it seems like the recall piece is remaining a headwind. So what confidence is there that the recall piece is going to…
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