WHAT'S NEXT FOR FORD EVS? NEWS FROM THE Q3 EARNINGS CALL!

EV Channels Review

Ford's Q3 2025 earnings call revealed a mixed bag for their EV division, 'Model e'. While the company projects overall profitability for the year, the EV segment incurred significant losses, largely attributed to Gen 1 products like the Mustang Mach-E and F-150 Lightning. These losses stem from pricing pressures, lower-than-expected sales of European models, and the need to reduce costs. Despite these challenges, Ford is continuing leasing and financing incentives on current models and is preparing for the next generation. The upcoming $30,000 EV truck, slated for 2027, is a key focus, with development progressing well and sourcing nearing completion. Ford is also investing in its LFP battery plant in Marshall, Michigan. However, concerns remain about the future of larger EV trucks like the T3 (next-gen F-150 Lightning) due to a stated shift towards lower-cost commuter EVs and the current struggles of the EV truck market.