Ford (F): FY25 Q4 earnings call, Feb 10, 2026
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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
22 matches for “Tariff”; 5 quoted, at least 25 words apart.
…year. We managed through numerous challenges that came our way, from multiple tariffs to supply chain disruptions, and delivered good results in all areas within…
…This includes a $2 billion headwind for Novelis fires and the net tariff impact of $2 billion. That's a $1 billion higher tariff impact than…
…and now contributes 19% for Ford's Pro's EBIT, rapidly approaching our 20% tariff target. And we continue to deepen our competitive moat. Thanks to our…
…billion with a double-digit margin. Pro achieved this in the face of tariffs, production losses due to Novelis, normalization in U.S. industry pricing, and more…
…Flat cost, which I would like to unpack further, we expect lower tariff costs of about $1 billion, reflecting a full year's worth of credit…
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