Ford Motor (F) Is Up 16.1% After Core Truck Sales Drive Q3 Profit Surge—What's Changed?

• Ford Motor Company recently reported third-quarter 2025 results, with revenue rising to US$50.53 billion and net income more than doubling from the previous year, driven by strong pickup and SUV sales despite supply disruptions.
• An interesting insight is Ford's prioritization of production for its higher-margin gas and hybrid F-Series trucks over electric vehicles, a move enabled by operational adjustments following a supplier fire and shifting market demand.
• We'll examine how Ford's outperformance in core truck and SUV sales influences the company's investment narrative and future outlook.

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Ford Motor Investment Narrative Recap

For me, the core of Ford's investment narrative rests on the belief that the company can leverage its scale and brand strength in trucks and SUVs to generate consistent profitability, even as electrification and supply disruptions reshape the auto sector. The latest earnings beat, powered by strong demand for higher-margin gas and hybrid trucks, suggests Ford is managing today’s top catalyst: maintaining ICE and hybrid profit momentum despite shifting market headwinds. The ongoing risk remains Ford’s reliance on traditional vehicle profits, especially if regulations or consumer preferences accelerate an EV transition.

The company's commitment to ramp up production of F-150 and F-Series Super Duty trucks in response to supply chain setbacks stands out. This move, including plans to create 1,000 new jobs, directly feeds into Ford’s short-term drive to protect and grow its key profit pool from trucks, offsetting recent aluminum supply disruptions and helping to limit near-term financial impacts.

However, what many investors might overlook is that, despite headlines about ICE truck growth, the risk of rising regulatory pressure on combustion engines is still front and center...

Read the full narrative on Ford Motor (it's free!)

Ford Motor's narrative projects $183.9 billion revenue and $6.6 billion earnings by 2028. This requires a 0.2% annual revenue decline and a $3.4 billion increase in earnings from $3.2 billion today.

Uncover how Ford Motor's forecasts yield a $11.45 fair value, a 17% downside to its current price.

Exploring Other Perspectives

Thirteen fair value estimates from the Simply Wall St Community put Ford’s worth between US$8.00 and US$14.34 per share. As you survey these views, consider how Ford’s dependence on ICE and hybrid vehicle profits may amplify potential downside if regulatory or consumer shifts occur faster than expected.

Explore 13 other fair value estimates on Ford Motor - why the stock might be worth as much as $14.34!

Build Your Own Ford Motor Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Ford Motor research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Ford Motor research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ford Motor's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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