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Ford Stock Slides As Supply Chain Fire And Rising EV Losses Weigh On Outlook

By RTTNews Staff Writer   ✉  | Published:  | Google News Follow Us  | Join Us

Ford (F) is trading at $11.92, down about 6.18 percent on the day. The stock is seeing significant volatility, with an intraday high of $12.63 and a low of $11.74.

Ford's third quarter 2025 U.S. auto sales rose by 8.2 percent year-on-year to 545,522 units, led by strong demand for its SUV and pickup models. In September, its F-Series truck sales rose by 12.2 percent, and EV deliveries surged, with Mustang Mach-E up 121 percent, F-150 Lightning up 135 percent, aided by buyers rushing before the federal EV tax credit expired.

However, the company faces headwinds: A major fire at Novelis' Oswego aluminum plant disrupted supply for a key raw material used in Ford's vehicles (Ford relies on 40% of Novelis' output). Ford's profit margins are under pressure from tariffs and high raw material costs, leading to projected EV losses of up to $5.5 billion in 2025. The automaker's guidance for 2025 is cautious: Adjusted EBIT expected between $7-8.5 billion, below 2024's performance.

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