Ford (F): FY25 Q4 earnings call, Feb 10, 2026

Tue, Feb 10Earnings callSpeaker-labelled transcriptFord

No Kalshi or Polymarket word markets were listed for Ford’s Feb 10, 2026 earnings call (FY25 Q4). 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.

17 matches for “Novelis”; 5 quoted, at least 25 words apart.

Jim Farleycompanyprepared

…EBIT for the full year. This includes a $2 billion headwind for Novelis fires and the net tariff impact of $2 billion. That's a $1…

Sherry Housecompanyprepared

…Pro achieved this in the face of tariffs, production losses due to Novelis, normalization in U.S. industry pricing, and more commoditized areas like government and…

Sherry Housecompanyprepared

…offset most of the 5% decline in wholesales, which includes disruption from Novelis. In the U.S., Blue had the two best-selling hybrid trucks, Bronco had…

Sherry Housecompanyprepared

…SAAR of 16 million to 16.5 million in flat industry pricing. Excluding Novelis, tailwinds and headwinds for Ford include positive market factors, including favorable mix…

Sherry Housecompanyprepared

…physical services profit to grow by about 6.5%. Now let me frame Novelis for you. We expect year-over-year improvement of about $1 billion, which is…

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