Ford accelerates: record revenue of $50.5 billion in the third quarter

Net profit rises to $2.4 billion despite the impact of tariffs. The group aims to close 2025 with solid results and a strategy increasingly focused on efficiency and innovation.

Ford is shifting into high gear in the third quarter of 2025. The historic American automaker reported record revenue of $50.5 billion, up 9% compared to the same period last year. Net profit reached $2.4 billion, while adjusted EBIT came in at $2.6 billion, including a negative impact of about $700 million related to tariffs.

The group also generated $7.4 billion in operating cash flow and $4.3 billion in adjusted free cash flow. At the same time, Ford announced a regular dividend of 15 cents per share, to be distributed on December 1 to shareholders of record as of November 1.

Looking ahead, the company expects for the full year 2025 an adjusted EBIT between $6 and $6.5 billion, adjusted free cash flow between $2 and $3 billion, and capital expenditures around $9 billion.

CEO Jim Farley emphasized that the quarter’s performance reflects the strength of Ford’s products and services, as well as disciplined cost and quality management. He said the company will continue to focus on execution and swift, targeted strategic decisions in propulsion, partnerships, and technology — all aimed at creating lasting value for customers.

CFO Sherry House also highlighted the robustness of the underlying business, noting that excluding the effect of tariffs, adjusted EBIT improved by $700 million year over year. She reiterated Ford’s commitment to growing faster, improving margins, boosting capital efficiency, and ensuring sustainability, while continuing to deliver “top-quality products, software, and services” to customers worldwide.

Andrea Pelucchi