"The company's adjusted EBIT of $2.6 billion and operating cash flow of $7.4 billion demonstrate operational cash generation, but adjusted free cash flow of $4.3 billion signals capital intensity. More troubling: Ford Pro, the company's high-margin commercial segment, generated $2 billion in EBIT on $17.4 billion revenue-a strong 11.5% margin-but it's being offset by Ford Model e's $1.4 billion EBIT loss as the company invests heavily in EV transition."
"The Novelis Wildcard Ford guided full-year 2025 EBIT to $6.0-6.5 billion and free cash flow to $2-3 billion, but those figures come with a significant caveat, the Novelis aluminum supplier fire will create a $1.5-2 billion EBIT headwind and $2-3 billion cash flow impact in Q4. This isn't a surprise, it's a quantified risk that management is transparently flagging. Investors should treat Q4"
Ford reported Q3 2025 revenue of $50.53 billion and EPS of $0.45, beating consensus; net income rose to $2.4 billion from $0.9 billion a year earlier. Revenue grew 5% while year-over-year earnings fell 64%, highlighting margin compression with a 1.07% operating margin and a 1.7% profit margin. Adjusted EBIT was $2.6 billion, operating cash flow $7.4 billion, and adjusted free cash flow $4.3 billion, reflecting capital intensity. Ford Pro generated $2 billion EBIT on $17.4 billion revenue (11.5% margin) but Model e posted a $1.4 billion EBIT loss. Full-year guidance targets $6.0–6.5 billion EBIT and $2–3 billion free cash flow, with a Novelis-related Q4 headwind.
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