Ford Sustains 2025 Earnings Outlook Amid Oswego Facility Incident

Following a fire at the Novelis-operated aluminum processing facility in Oswego on November 20, Ford Motor Company has maintained its full-year 2025 financial projections. The automaker expects adjusted EBIT between $6.0 and $6.5 billion, alongside adjusted free cash flow ranging from $2.0 to $3.0 billion, signaling confidence in business resilience despite the operational disruption.

Rapid Response and Operational Recovery

The incident at the aluminum plant labeled as a critical production hub was contained swiftly with no injuries sustained by employees, contractors, or emergency personnel. The facility underwent a precautionary complete evacuation, and by the following morning, production capacity was restored. Both the cold mill and heat treatment processing units resumed operations, enabling the plant to continue fulfilling material shipments to Ford’s manufacturing network.

Minimizing Supply Chain Impact

Novelis is deploying resources from its international plant network and coordinating with industry partners to mitigate any downstream effects on Ford’s supply chain. The collaboration underscores the broader commitment to supply chain resilience in North America’s automotive aluminum sector.

Strategic Expansion in U.S. Production

Beyond immediate recovery efforts, Novelis is advancing its investment in domestic aluminum capacity. A newly constructed processing facility in Bay Minette, Alabama—designed to enhance the U.S. aluminum supply chain—is scheduled to transition into full production during the second half of 2026. This expansion reflects confidence in long-term demand and reinforces the company’s role as a critical supplier for domestic automotive manufacturing.

The incident resolution and financial guidance reaffirmation demonstrate Ford’s operational stability and the effectiveness of supply chain diversification strategies in managing disruptions.