Why Ford Stock Shifted into a Higher Gear Today
Key Points
Ford's third-quarter earnings beat analysts' consensus estimates.
The company lowered its EBIT guidance for the year.
Ford's aluminum supplier will open its factory ahead of schedule following a fire.
- 10 stocks we like better than Ford Motor Company ›
Shares of the automotive giant Ford (NYSE: F) were speeding higher today after the company reported earnings and automotive revenue that beat Wall Street's consensus estimates in the third quarter and on news that an aluminum supplier Ford relies on will have its plant up and running faster than expected, following a recent fire.
Ford's stock was up by 10.5% as of 11:26 a.m. ET.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »
Image source: Ford.
Better-than-expected news on several fronts
Ford reported non-GAAP (adjusted) earnings per share of $0.45 for the third, which easily beat analysts' consensus estimate of $0.36. The company's automotive revenue of $47.1 billion also topped estimates of $43 billion for the quarter.
Investors were happy to see these better-than-expected results and they got another boost of optimism when WSJ reported last night that the company's main aluminum supplier, Novelis, will have a factory up and running faster than expected, after being damaged by a fire.
The Novelis fire impacted Ford's pickup truck and SUV production and resulted in an adjusted earnings before interest and taxes (EBIT) headwind of $1.5 billion to $2 billion for Ford. The automaker said it will hire 1,000 additional workers to boost production to help offset the loss. But the recent report that Novelis will open its damaged plant by the end of this year, instead of in early 2026 as previously announced, could help Ford get production back on track faster.
Looking around the bend
Ford lowered its 2025 EBIT guidance to a range of $6 billion to $6.5 billion, down from its previous estimate of between $6.5 billion to $7.5 billion. But investors are mostly looking past the downward revision because the change came as a result of the Novelis fire, and not underlying issues with Ford's business.
With automotive sales and earnings higher than estimated and the Novelis plant coming back online faster than expected, Ford investors are right to be excited today.
Should you invest $1,000 in Ford Motor Company right now?
Before you buy stock in Ford Motor Company, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ford Motor Company wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $600,550!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,116,616!*
Now, it’s worth noting Stock Advisor’s total average return is 1,032% — a market-crushing outperformance compared to 192% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
See the 10 stocks »
*Stock Advisor returns as of October 20, 2025
Chris Neiger has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Recommended Articles
