F Ford Motor Company (F) Q3 FY25 earnings call
Ford delivered a strong third quarter, exceeding expectations with record revenue and solid adjusted EBIT, driven by consistent execution of its Ford+ plan and significant cost and quality improvements. Despite a substantial near-term headwind from the Novelis fire and ongoing tariff impacts, the company's underlying business is performing at the high end of its original full-year guidance. Ford is strategically pivoting towards hybrids and affordable EVs, while also benefiting from favorable tariff policy changes and anticipated reductions in federal emissions requirements.
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F operating KPIs by quarter
| KPI | Mar 2025 Q1 FY25 | This call Sep 2025 Q3 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|
| Paid subscription members Ford Pro | 675KOn the software side, Pro's paid subscriptions, which deliver better than 50% gross margin rose to 675,000, up 20% from a year ago.Source: earnings call transcript | 818KIn software, Pro's paid subscriptions grew 8% to 818,000 subscribers, and we're also seeing growth in our ARPU and attach rates.Source: earnings call transcript | 879KIn fact, paid software subscriptions grew to 879,000, a 30% year-over-year increase.Source: earnings call transcript | 900K+Total paid subscriptions grew about 50% to roughly 1.6 million, including more than 900,000 Ford Pro Intelligence paid subscriptions.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.