Ford Reports Strong Profit Growth but Cuts Annual Outlook Due to Supplier Fire
Oct 23, 2025
Ford Motor Company announced that its quarterly profit more than doubled, driven by strong sales of pickup trucks and SUVs in the United States. The company also reported record sales of hybrid vehicles in the third quarter.
However, Ford has lowered its annual profit guidance. The reason is a fire at a key aluminum supplier's plant, which is interrupting the production of some of Ford's most profitable vehicles, including the F-Series pickup trucks. To address this, Ford is hiring extra workers and taking steps to boost F-Series production while managing the supply disruption.
In response to challenges in its electric vehicle (EV) division, Ford has stopped making the electric version of its popular F-150 pickup for now and is redeploying EV workers to other divisions to meet strong demand for its gasoline and hybrid models.
Why did Ford lower its profit outlook?
Ford reduced its profit expectations for the year due to production issues caused by a fire at an important aluminum supplier's plant.
How is Ford responding to the supply disruption?
Ford is adding more workers and taking other steps to increase production of its F-Series pickup trucks, which are in high demand.
What is happening with Ford's electric vehicles?
Ford has stopped making the electric F-150 for now and is assigning EV workers to help with the production of other vehicles.
Did Ford have any positive results this quarter?
Yes, Ford's profit more than doubled compared to last year, and it achieved record sales of hybrid vehicles in the third quarter.
Sources
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Ford Motor beat Wall Street's third-quarter earnings expectations but lowered its 2025 guidance due to impacts of a supplier fire, which is disrupting production of its highly profitable large trucks and SUVs.
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Ford is adding extra workers and taking other measures to meet “strong” customer demand for its F-Series pickup trucks while making up for production losses stemming from a fire at an aluminum supplier's plant.
Ford lowers annual guidance, citing fire at supplier's aluminum plant
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Ford Motor cut its profit guidance on Thursday, citing fallout from a fire at a critical aluminum supplier that will crimp production of some of its most lucrative vehicles through the end of the year.
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Ford said a fire at an aluminum factory will lower profits in the last three months of the year. The company also said it has stopped making an electric version of its popular F-150 pickup.
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The automaker is looking to hire workers and to boost F-Series production to make up for an aluminum supply disruption.
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The automaker is looking to hire workers and to boost F-Series production to make up for an aluminum supply disruption.
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DEARBORN, Mich.--(BUSINESS WIRE)--Ford Motor Company (NYSE: F) today reported third quarter 2025 financial results. The company also declared a fourth-quarter regular dividend of 15 cents per share, payable on Dec. 1 to shareholders of record at the close of business on Nov. 7. Visit the company's I...
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DEARBORN, Mich.--(BUSINESS WIRE)--Ford today announced plans to significantly increase F-150 and F-Series Super Duty truck production to meet strong customer demand and recover production losses stemming from the fire at supplier Novelis' Oswego, New York, aluminum plant. Ford aims to increase its F...
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Ford Motor has put its gas and hybrid F-150 and F-Series Super Duty trucks at the top of the production priority line as it attempts to recover from losses connected to a fire at a critical aluminum supplier's factory.
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Ford's Q3 earnings top estimates but decline year over year. F trims 2025 adjusted EBIT forecast to $6-$6.5 billion due to the fire at the Novelis plant.
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Ford's third-quarter earnings beat analysts' consensus estimates. The company lowered its EBIT guidance for the year.
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General Motors Co. cut hundreds of jobs on Friday, just days after raising its profit guidance for the year in a move that sent the shares soaring. Ford Motor Co. signaled it will largely bounce back next year from a devastating fire that hobbled a key supplier to its top-selling F-150 pickup, sendi...
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