Ford (F): FY25 Q3 earnings call, Oct 23, 2025

Thu, Oct 23Earnings callSpeaker-labelled transcriptFord

No Kalshi or Polymarket word markets were listed for Ford’s Oct 23, 2025 earnings call (FY25 Q3). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

13 matches for “Headwind”; 5 quoted, at least 25 words apart.

Sherry Housecompanyprepared

…$2.6 billion, flat with the prior year despite absorbing a net tariff headwind of $700 million. The durability of our business is strengthening. Over the…

Sherry Housecompanyprepared

…by tariffs, which muted progress in warranty. Adverse exchange was also a headwind driven by a weaker U.S. dollar against the euro and Thai baht.…

Sherry Housecompanyprepared

…$4.5 billion. Between 2025 and 2026, we expect Novelis to be a headwind of $1 billion or less. For 2025, we expect an adjusted EBIT…

Sherry Housecompanyprepared

…improve the situation further. We also expect an adjusted free cash flow headwind of $2 billion to $3 billion in the fourth quarter. Keep in…

Sherry Housecompanyprepared

…compliance, the evolving global emissions landscape is expected to eliminate 2026 compliance headwinds, thereby unlocking opportunities to optimize our mix of ICE, hybrids and EVs…

Agents: this page as TSV at /api/v1/appearances/ford:2025-10-23:earnings_call · words: /api/v1/brief?appearance=ford:2025-10-23:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP