Ford Motor Company has once again held steady on its full-year profit projections, notwithstanding a new disturbance at a major aluminium supplier. With a target of $6 billion to $6.5 billion, the corporation reiterated its revised EBIT (earnings before interest and taxes) forecast for 2025.
The reaffirming follows a fire at Novelis’ Oswego, New York, factory, a facility that supplies Ford with a lot of aluminium sheets. The event highlighted the automaker’s susceptibility to supply-chain disturbance, even if the building was evacuated without noted injuries. Investors seemed consoled as Ford Shares Rise 4% on the day the reaffirmation was made public.
Ford expressed faith in controlling the upheaval notwithstanding the occurrence. The corporation said alternative supply streams were in action and that the facility’s cold-rolling and heat-treatment procedures had already started shipping finished products.
Ford had indicated earlier that the September-happening fire might cost its annual profits somewhere between $1.5 billion and $2 billion.
The carmaker also revealed intentions to try to make back about $1 billion of lost profit in 2026 by increasing the manufacture of its high-margin truck brands.
Ford is especially sensitive to supply disruptions because it relies on lightweight aluminium for its best-selling vehicles like the F-150 line. The importance of the disturbance is increased by analysts’ estimates that roughly 40% of the aluminium sheet production of the U.S. auto industry is accounted for by the Oswego facility.
Though markets greeted the reaffirmation, the general view still includes a warning. Ford’s electric vehicle division still faces headwinds, and the larger car industry is still vulnerable to pressures on raw materials and tariffs. Ford wants to demonstrate its resiliency to handle near-term shocks by holding the line on advice right now.
Ford’s message for now is clear: despite a major supplier accident, the company is still dedicated to reaching its 2025 profitability objective and is indicating that it hopes to start the recovery path in 2026.
In a move that further strengthens Ford’s long-term digital strategy, the company has also partnered with Amazon to expand its certified used-car sales online. Through this collaboration, Amazon handles the retail experience while nearby Ford dealerships
