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.

36 matches for “Tariff”; 5 quoted, at least 25 words apart.

James Farleycompanyprepared

…I'd like to thank President Trump and his team for the recent tariff policy developments, which are favorable to Ford as the most American auto…

Kumar Galhotracompanyprepared

…for a net $1 billion improvement this year, excluding the impact of tariffs. Lower material costs, freight and duty efficiency and lower warranty contributed to…

Sherry Housecompanyprepared

…of $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…

Sherry Housecompanyprepared

…on their commitment to consistently deliver cost improvements, excluding the impact of tariffs. Total company adjusted free cash flow was strong at $4.3 billion in…

Sherry Housecompanyprepared

…volume and continued improvement in warranty and material cost, partially offset by tariff impacts and pricing normalization in Europe and North America. Ford Model e…

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