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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Ford Motor Company (F) investor relations material
Ford Motor Company Barclays 16th Annual Global Automotive and Mobility Tech Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 16th Annual Global Automotive and Mobility Tech Conference summary19 Nov, 2025
Near-term operational updates
Novelis fire led to a Q4 volume loss of 90,000-100,000 units and a $1.5-$2 billion EBIT impact, with recovery plans extending into 2025 and 2026.
About 50,000 units are expected to be recovered by adding a third shift in Dearborn and increasing line speed in Kentucky.
Full recovery is constrained by line speed, shift capacity, and parts availability.
Inventory is down 12% year-to-date, with further reductions expected due to the Novelis impact and seasonal sales.
Negative free cash flow is expected in Q4, with normalization anticipated as lost volume is recovered in 2026.
Industry and market outlook
October sales rose 1.6% and market share increased by nearly one point, outperforming a 5% industry decline.
U.S. SAAR for the year is projected at 16.8 million, including medium and heavy vehicles.
Pricing is up about half a point for the industry, with more pressure in commercial and strength in retail segments.
New tariffs on heavy-duty trucks favor domestic production, creating pricing opportunities.
Commercial and government segments face pricing pressure, partly due to government shutdown impacts.
Cost structure and efficiency
Achieved five consecutive quarters of year-over-year cost improvements, targeting $1 billion net cost reduction this year.
Material cost is the largest driver of savings, followed by warranty and freight/duty.
Initial quality improvements are reducing warranty costs, with further gains expected in 2026.
The cost gap with the closest competitor has narrowed from $7 billion to $5.5 billion, with ongoing focus on material and warranty savings.
Manufacturing efficiencies are being scaled globally, including cell manufacturing approaches.
Novelis FCF reversal timing?
US Gen 1 EV profitability strategy?
Next material cost reduction levers?
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Next Ford Motor Company earnings date
Q4 202510 Feb, 2026
Next Ford Motor Company earnings date
Q4 202510 Feb, 2026
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Frequently asked questions
A pioneer in the automobile industry
Ford Motor Company, founded in 1903, is one of the world's leading automotive manufacturers with a reputation for innovation and quality. With a strong presence in both domestic and international markets, the company has been able to generate significant revenue through various business segments.
Ford’s primary revenue stream
Automotive manufacturing is the primary revenue stream for Ford. The company has a wide range of products, including cars, trucks, SUVs, and commercial vehicles. Ford is also one of the leaders in the electric and hybrid vehicle market, with popular models such as the Mustang Mach-E and the F-150 Lightning. The company has a global manufacturing footprint and produces vehicles in countries such as the United States, China, and Germany. Other public companies in the automotive manufacturing industry include General Motors, Toyota, and Volkswagen.
Offering financial services
Ford's financial services division has become a growing revenue stream for the company. With a focus on providing financing, leasing, and insurance services for its vehicles, Ford has been able to attract a large customer base. The company has also invested heavily in research and development, which has allowed it to stay ahead of its competitors. Ford Credit, the company's financial services arm, has been providing financing options to customers for over 60 years.
Tapping into the growing mobility market
Ford's mobility solutions division has become an emerging revenue driver for the company. With a focus on providing transportation solutions, including ride-sharing and autonomous vehicles, Ford has been able to tap into the growing mobility market. The company has also partnered with other companies to create end-to-end mobility solutions, which has helped it gain market share. Ford has launched several mobility projects, including the Chariot shuttle service and the self-driving car project, Argo AI.
Interesting facts about Ford
Henry Ford, the company's founder, was the first person to use an assembly line in automotive manufacturing, revolutionizing the industry.
The Ford F-Series pickup truck has been the best-selling vehicle in the United States for over 40 years.
Ford has a long history of involvement in motorsports, including the iconic Ford GT40, which won the 24 Hours of Le Mans four times in a row from 1966 to 1969.
Further reading: The Ford Family: A Permanent Mark in Business History
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