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You are here: Home / News / Ford Projects $1.5B-$2B Earnings Reduction from Aluminum Supplier Fire

Ford Projects $1.5B-$2B Earnings Reduction from Aluminum Supplier Fire

October 24, 2025 By CollisionWeek Editor Leave a Comment

Aluminum shortage to impact production of 90,000-100,000 F-Series trucks in Q4. Vehicle manufacturer will add third shift to recover volume in 2026.

Ford Motor Company (NYSE: F) slashed its full-year earnings guidance by up to $2 billion following a September fire at supplier Novelis Inc.’s aluminum rolling facility in Oswego, N.Y., threatening parts availability for the nation’s top-selling truck line as the vehicle manufacturer scrambles to secure alternative material sources.

The vehicle manufacturer now expects adjusted earnings before interest and taxes of $6 billion to $6.5 billion for 2025, down from a February projection of $7 billion to $8.5

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Filed Under: News Tagged With: Aluminum, Earnings, F-150, Ford, Novelis

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