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Ford Motor — Oct 23, 2025 release

Fiscal 2025 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000037996-25-000185
Open on SEC.gov ↗
Showing in the filing
Planned job creation to increase F-Series production volume
“up to 1,000 jobs”
Period
No period stated
Measure
Company-defined measure
Source
Prose
All guidance in this release · 14
Regular dividend for Q4 FY2025
“15 cents per share”
Adjusted EBIT for FY2025
“$6.0 billion to $6.5 billion”
Adjusted free cash flow for FY2025
“$2.0 billion to $3.0 billion”
Capital spending for FY2025
“about $9 billion”
Expected Novelis headwind for FY2025
“$1.0 billion or less”
Novelis-related adjusted EBIT headwind for FY2025
“$1.5 billion to $2.0 billion”
Mitigation of Novelis-related adjusted EBIT … for FY2026
“at least $1.0 billion”
Adjusted EBIT headwind (Novelis fire) for Q4 FY2025
“$1.5 billion to $2 billion”
Novelis-related adjusted EBIT headwind (four… for Q4 FY2025
“$1.5 billion to $2 billion”
Adjusted free cash flow headwind (Novelis fi… for Q4 FY2025
“about $2 billion to $3 billion”
Adjusted free cash flow headwind due to Nove… for Q4 FY2025
“about $2 billion to $3 billion”
Planned job creation to increase F-Series pr…
“up to 1,000 jobs”
Company adjusted EBIT for FY2025
“$6 billion to $6.5 billion”
Capital expenditures for FY2025
“about $9 billion”
Exhibit 99.1 · the passage around this item
… earlier in the release
“We are working intensively with Novelis and others to source aluminum that can be processed in the cold rolling section of the plant that remains operational while also working to restore overall plant production. We have made substantial progress in a short time to minimize the impact in 2025 and recover production in 2026.” Additionally, Ford announced plans to create up to 1,000 jobs to increase F-Series production volume to recover losses due to the Novelis fire and fulfill strong customer demand. Ford now anticipates full-year 2025 company adjusted EBIT of $6 billion to $6.5 billion; adjusted free cash flow of $2 billion to $3 billion – the production disruption results in an oversized short- term impact on our working capital, which will reverse next year – and capital expenditures of about $9 billion. Conference Call Details At 5:00 p.m. ET today, Ford and Ford Credit management will hold a conference call to discuss these financial results. For the webcast, click here. It will be available for replay for approximately one week following the call at the same link. Analysts will be able to ask questions on the call. Registration beforehand is strongly recommended to expedite access to the call. # # # About Ford Motor Company Ford Motor Company (NYSE: F) is a global company based in Dearborn, Michigan, committed to helping build a better world, where every person is free to move and pursue their dreams. The company’s Ford+ plan for growth and value creation combines existing strengths, new capabilities, and always-on relationships with customers to enrich ex
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.