Today: 6 November 2025
Subscribe
Ford (F) Stock Surges on Earnings – Rally Faces EV & Recall Challenges
 ·  ·  ·  ·  · 

Ford (F) News Today — Nov. 6, 2025: Louisville plant pauses after UPS crash, Maverick 300T turns heads at SEMA, Farley questions Apple CarPlay Ultra; shares hover near $13

by
6 November 2025

Ford Motor Company (NYSE: F) enters Thursday, November 6, 2025, with a full slate of developments: a safety‑driven production pause and planned restart in Louisville following a nearby UPS air crash, fresh performance hardware on display at SEMA, new global powertrain moves for Ranger/Everest, and continuing debate over Big Tech’s role in the dash. Below is your concise, investor‑focused roundup with context and what to watch next.

Key takeaways (today)

  • Louisville Assembly Plant (LAP): Ford temporarily halted operations after a deadly UPS cargo jet crash near Louisville Muhammad Ali International Airport; the company said a partial crew would work to prepare a return to full production and reported no employee injuries. Regional power was cut as a precaution during evacuations.  [1]
  • Logistics ripple effects: UPS’ Worldport air hub closure is causing delivery delays across the network—important for auto supply‑chain timing.  [2]
  • SEMA 2025 spotlight: Ford’s Maverick 300T project showcases a 300‑hp dealer‑installed upgrade kit arriving in 2026; Ford Performance also highlighted tuned F‑150 builds.  [3]
  • Infotainment tensions: CEO Jim Farley voiced caution about Apple’s CarPlay Ultra, signaling OEMs’ concerns over ceding too much in‑car control.  [4]
  • Global product shift: In Australia (and echoed in South Africa coverage), Ford is phasing out the 2.0‑liter bi‑turbo diesel for Ranger/Everest in 2026, expanding V6 diesel availability and updating the single‑turbo diesel.  [5]

1) Louisville: safety pause, then prep to restart

After Tuesday’s UPS Flight 2976 crash near the airport and Ford’s LAP, Ford confirmed LAP operations were paused, employees were evacuated amid a controlled power outage, and a partial crew was due to prepare for full production to resume. Ford reported no injuries among its employees.  [6]

Investigators have recovered the aircraft “black boxes,” and authorities have updated the death toll to at least 12. UPS’ Worldport hub closure is creating cascading delivery delays, a factor to watch for time‑sensitive auto supply and service parts.  [7]

Why it matters for investors: Any extended logistics disruption or local utility constraints can ripple into output and dealer inventory, though Ford said LAP was preparing to ramp back.  [8]

2) SEMA 2025: Maverick 300T and more

At the aftermarket show in Las Vegas, Ford’s Maverick 300T project packs a Mustang‑sourced turbo on the 2.0‑liter EcoBoost for 300 hp and 317 lb‑ft, plus chassis tweaks; a 50‑state‑legal kit is targeted to reach customers via Ford Performance Parts in 2026, with warranty coverage when installed to spec. Media walkarounds also highlighted tuned F‑150 builds showcased by Ford Performance.  [9]

Why it matters: Beyond buzz, SEMA previews revenue‑generating accessories that lift mix and margins for Ford’s smallest pickup without retooling a production line.  [10]

3) Farley vs. CarPlay Ultra: who owns the screen?

Fortune reports CEO Jim Farley remains cautious on Apple’s CarPlay Ultra, arguing initial implementations could give tech platforms too much control over vital vehicle functions and the in‑car brand experience. It underscores a broader strategic question for legacy OEMs: integrate or federate?  [11]

Why it matters: Software‑defined vehicles are central to Ford’s plan to grow higher‑margin digital services; platform control determines future recurring revenue.  [12]

4) Global product moves: Ranger/Everest engines

In Australia, Ford will drop the 2.0‑liter bi‑turbo diesel in 2026, broadening 3.0‑liter V6 diesel availability and refreshing the single‑turbo 2.0‑liter diesel. Local outlets indicate the changes arrive in the first half of 2026; South African media echoed a similar shift.  [13]

Why it matters: Simplifying powertrains can cut complexity and costs while aligning with emissions and market demand—supporting Ford’s focus on profitable trucks and targeted electrification.  [14]

5) Market check: shares around $13; macro winds

Ford shares traded around $13.11 today (intraday), as broader equities rose while the U.S. Supreme Court heard arguments scrutinizing the scope of Trump‑era tariffs—an issue closely watched by tariff‑sensitive automakers. Some reports noted autos advancing as justices questioned the policy’s breadth.  [15]

6) Context you shouldn’t miss (this week & recent)

  • U.S. October sales: Ford’s U.S. sales rose ~1.6% year over year, led by pickups, while EV volumes fell ~25%after the EV tax credit expired—highlighting the company’s aggressive push on hybrids and core trucks.  [16]
  • Late‑October safety actions: Ford issued U.S. recalls of ~175,000 vehicles for a moonroof wind‑deflector issue and ~227,000 vehicles for windshield/seating concerns, per NHTSA notices.  [17]
  • Guidance and supply shock: Following the Novelis aluminum-plant fire, Ford cut 2025 EBIT guidance to $6.0–$6.5B and outlined mitigation steps; Q3 revenue was $50.5B. The aluminum shortfall particularly affects high‑margin F‑Series output.  [18]

What to watch next

  1. Louisville/LAP restart cadence and any lingering power/logistics constraints from the UPS incident.  [19]
  2. Tariff case trajectory—a decision could shift cost curves and pricing flexibility for U.S. automakers.  [20]
  3. Aluminum supply normalization timelines and Ford’s truck production recovery relative to guidance.  [21]
  4. SEMA to showroom: How quickly Ford converts 300T‑style kits and performance parts into dealer revenue.  [22]

Investor angle (brief)

  • Near‑term: Operational headlines (Louisville restart, logistics) and macro/tariff signals dominate day‑to‑day moves.  [23]
  • Medium‑term: Watch the truck mix and accessory/parts monetization (e.g., Maverick/F‑150 performance kits) to offset EV softness and supply‑chain friction.  [24]
  • Dividend chatter: Retail interest in Ford’s dividend remains a theme in financial media, underscoring the income case even as guidance has been reset.  [25]

Note on dates: All items above reflect publications on Nov. 6, 2025 or the immediate prior days (where labeled) to provide necessary context around today’s developments.

The Ford F-250 Super Duty has a magic trick #shorts # mom #ford #truck #fordf250 #trucks
Watch this video on YouTube.

References

1. www.foxbusiness.com, 2. www.reuters.com, 3. www.autoweek.com, 4. fortune.com, 5. www.carsales.com.au, 6. www.foxbusiness.com, 7. www.reuters.com, 8. www.foxbusiness.com, 9. www.autoweek.com, 10. www.autoweek.com, 11. fortune.com, 12. www.reuters.com, 13. www.carsales.com.au, 14. www.reuters.com, 15. www.wsj.com, 16. www.reuters.com, 17. www.reuters.com, 18. www.reuters.com, 19. www.foxbusiness.com, 20. www.wsj.com, 21. www.reuters.com, 22. www.autoweek.com, 23. www.foxbusiness.com, 24. www.autoweek.com, 25. www.fool.com

Tags:

Marcin Frąckiewicz Latest posts

CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

  1. NVO Stock Today (Nov 6, 2025): Novo Nordisk volatile as White House pricing deal reshapes GLP‑1 market—what it means for Wegovy, Ozempic and investors
  2. Why Stocks Are Down Today (Nov. 6, 2025): Tech Sell‑Off, Shutdown Data Void, and Tariff Uncertainty Hit Wall Street
  3. Novo Nordisk Stock Today (Nov 6, 2025): NVO steadies as White House GLP‑1 pricing deal lands; $10B Metsera bidding war heats up
  4. Dow Jones Today (Nov. 6, 2025): Stocks Slide as Tech Sells Off; Layoffs Surge and FAA Orders Flight Cuts Amid Shutdown

Stock Market Today

  • Tecnoglass (TGLS) Q3 Earnings Misses Estimates; Shares Down YTD
    November 6, 2025, 1:38 PM EST. Tecnoglass (TGLS) reported Q3 earnings of $1.00 per share versus the Zacks consensus of $1.11, a surprise of -9.91%. Year-ago: $1.08. Revenue was $260.48 million, missing the consensus by 1.81% versus $238.33 million a year ago. Over the last four quarters, EPS beat three times; revenue beat two times. The stock has fallen about 29.4% YTD, vs. S&P 500's +15.6% gain. The coming quarter is seen at $1.13 on $261.43 million in revenue, and the full year at $4.13 on $1.0 billion in revenue. Zacks Rank: #3 Hold; industry rank is weak, with Building Products - Retail in the bottom 26% of the 250+.
  • How to Spot Strong Computer & Technology Stocks Likely to Beat Earnings Using ESP and Zacks Rank
    November 6, 2025, 1:36 PM EST. Wall Street watchers focus on earnings surprises as a key driver of stock moves. This piece explains the Earnings ESP approach and how comparing the Most Accurate Estimate to the Zacks Consensus can reveal stocks poised to beat estimates. When paired with a Zacks Rank of #3 (Hold) or better, ESP-based picks have historically delivered positive surprises and attractive returns, with a roughly 28.3% annual gain shown in a 10-year backtest. The guide notes that most stocks fall into #3 (Hold), while #2 (Buy) and #1 (Strong Buy) ranks tend to outperform the market. The Pinterest example (PINS) shows how a positive ESP can signal opportunity before an earnings release and suggests considering related Computer and Technology names like Corning (GLW).
  • Diversified Healthcare (DHC): Attractive Valuation Amid Fast Momentum
    November 6, 2025, 1:34 PM EST. Momentum-focused investors are sometimes wary of paying up for fast-moving names; however, Diversified Healthcare (DHC) appears attractively priced even as it rides momentum. The stock has shown real uptime: a 16.9% gain in 12 weeks, a 0.1% move over the last four weeks, and a beta of 2.61, signaling strong responsiveness to market swings. DHC earns a Momentum Score of A and sits at Zacks Rank #2 (Buy), with rising earnings estimate revisions adding to the upside case. Crucially, valuation remains reasonable: the Price-to-Sales ratio sits at about 0.67, implying buyers aren't overpaying relative to sales. Together, these factors support a favorable risk-reward for momentum followers who seek bargains, though investors should monitor earnings trends and real estate dynamics in the residential care REIT space.
  • Sumitomo (SSUMY) Signals for Trend Investors: Strong Momentum and Zacks Rank #1
    November 6, 2025, 1:32 PM EST. Sumitomo Corp. (SSUMY) stands out for trend-following investors due to consistent price momentum and strong fundamentals. Our Recent Price Strength screen highlights SSUMY among stocks trading in the upper end of the 52-week high-low range, with a 12-week price gain of 8.6% and a 4-week increase of 1.2%, suggesting the uptrend remains intact. At 83.1% of its 52-week high-low, the stock sits near a breakout zone. Fundamentals reinforce the bullish view, with a Zacks Rank #1 (Strong Buy) and an Average Broker Recommendation #1. Together, these factors imply the stock's trend could persist, though investors should watch for any reversal signals and monitor earnings revisions.
  • Two Retail Stocks Poised to Beat Earnings: Brinker International and Wingstop
    November 6, 2025, 1:30 PM EST. Earnings surprises matter, and the article explains how the Earnings ESP filter uses revisions to spot likely beaters. The concept compares the Most Accurate Estimate with the Zacks Consensus Estimate to compute the ESP, and is most effective when paired with a Zacks Rank of #1 or #2. Brinker International (EAT) currently carries a #1 (Strong Buy) and an ESP of +6.5%, signaling potential upside ahead of its release. The piece also highlights Wingstop (WING), a #2 (Buy) stock in the same retail/wholesale group, noted for positive ESPs and ongoing earnings revisions. Investors are encouraged to apply the ESP filter to identify other names in the sector before results, with historical backtests showing stronger outcomes for top-ranked bets.
Moderna (MRNA) Beats Q3 on Sales of New COVID Shot, Trims 2025 Outlook; Stock Whipsaws — Nov. 6, 2025
Previous Story

Moderna (MRNA) Beats Q3 on Sales of New COVID Shot, Trims 2025 Outlook; Stock Whipsaws — Nov. 6, 2025

Palantir Stock Skyrockets 150% – Inside the AI Defense Giant’s Epic 2025 Rally
Next Story

Palantir (PLTR) adds two AI deals today—Stagwell marketing platform and Spain’s Valoriza—after blowout Q3: stock, guidance and what to watch (Nov. 6, 2025)

Related Articles

Go toTop