Ford posted stronger-than-expected third-quarter results on record revenue, but cut its 2025 outlook amid a New York aluminum plant fire and shifting trade rules that are reshaping the automaker’s near-term path and product mix. In a pointed nod to Washington, CEO Jim Farley credited President Trump’s latest tariff policies and domestic-production credits with tilting the field toward U.S.-built trucks—while signaling Ford will lean harder into profitable gas and hybrid models as federal emissions goals ease.
