Ford (F): FY25 Q3 earnings call, Oct 23, 2025
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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
25 matches for “Novelis”; 5 quoted, at least 25 words apart.
…year 2025 EBIT guidance if it weren't for the impact of the Novelis fire in Oswego, New York. Sherry will provide details of the financial…
…and helps to insulate our retail sales from the near-term impact of Novelis. We will end this year with leaner retail stock levels between 55…
…for the quarter. So let me turn to our 2025 outlook. Excluding Novelis, our underlying business continues to perform well. In fact, we are tracking…
…between $3.5 billion and $4.5 billion. Between 2025 and 2026, we expect Novelis to be a headwind of $1 billion or less. For 2025, we…
…have line of sight to recover at least $1 billion related to Novelis. For tariffs, we expect a net full year impact similar to 2025.…
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