CLAIM #24186 · Ford Motor Company (F) · 2025Q4 earnings call · Feb 10, 2026 · due Dec 31, 2026
“We're planning to increase by about 50 to 60 this year. Is the plan.”
Sherry House · CFO
How to check this claim
Look at: Novelis aluminum volume/output recovery increase (units), fiscal year
It came true if: Increase of 50,000-60,000 units versus prior year's reduced level
Where: Company management commentary on Novelis operations (earnings call / 10-K disclosure)
In context
“e year as we rebuild in the second half of the year. But we'll stay within our overall range. And we have, you know, combined with that is the demand side of the business, so that will allow us to do that especially in our truck business. Mark Delaney: Thank you. Operator: Your final question will come from Colin Langan with Wells Fargo. Colin Langan: Oh, great. Thanks for taking my questions. Just to clarify on Novelis, I think you originally said you lost 90,000. You were gonna add capacity of 50. Sounds like is that still the case that we should see about a 140,000-ish increase? Or I think your comments seem to imply that maybe it's a little lower than that. Any color there on the actual volume recovery we should expect? Sherry House: Yes. So we had lost around 100,000 units last year. We're planning to increase by about 50 to 60 this year. Is the plan. Colin Langan: Okay. Because I thought you originally said you expected a billion now it's a 500 to a billion. So is that just the added cost to get the that's what's worse than you originally thought in Q3 is the added cost to get that aluminum over? Sherry House: Well, the added cost is definitely a factor in that came after the second fire in November. So the added cost is different than when had reported after the first fire. Colin Langan: Okay. And then if I look at the free cash flow guide, it up $2 billion at the midpoint. Adjusted EBIT's up $2 billion, but CapEx is up over $1 billion. What's the additional billion sorta help to free cash flow to kinda keep the adjusted? Up $2 billion without the CapEx being our. Sherry House: Yes. So we had you're talking about the cash flow from 3”
Verify independently
SEC filings for F ↗ · Claim quote is verbatim from the 2025Q4 earnings call.