Episode 658: Ford’s EV Reality Check & Earnings Insights

In this episode, we analyze Ford Motor Company's third-quarter 2025 earnings call, focusing on insights from CEO Jim Farley and other leadership. Farley discusses the company's impressive performance amid challenges posed by fires at the Novelis aluminum plant, which supplies critical materials for production. He outlines Ford's crisis response strategies and the anticipated recovery in aluminum supply. COO Kumar Galhotra elaborates on the financial implications of the disruptions and plans to increase production capacity. CFO Sherry House shares insights into the financial impact of electric vehicle investments while highlighting measures for improving profitability. Farley emphasizes the commitment to electrification, including a new affordable EV platform, and addresses the implications of market trends and tariffs on operations. The call concludes with a Q&A segment, underscoring Ford's strategic adaptability and optimism for the future.

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