Ford Motor Company's Stock Analysis

Ford Reports 8.2% Increase in Q3 U.S. Sales Growth

Ford Motor Company reported an 8.2% increase in U.S. sales for the third quarter of 2025, marking seven consecutive months of growth. Total sales reached 545,522 vehicles, driven by significant demand for its trucks, SUVs, and electrified vehicles. The F-Series continues to be the best-selling truck in America, with 620,580 units sold year-to-date. Electrified vehicle sales also set a record, reaching 85,789 units, representing 15.7% of total sales for the quarter.

The company’s Ford Pro division saw a 30% increase in paid software subscriptions, totaling approximately 815,000. Sales of the Expedition and Bronco SUVs experienced notable growth, with the Expedition recording its best third quarter in 20 years. Additionally, Ford maintained its leadership in commercial vehicles, holding a 43% market share in Class 1-7 trucks and vans. The growth in digital services and software subscriptions indicates a strategic shift towards enhancing customer experiences and expanding revenue streams.

Oct 01, 2025 09:45:41

Ford Reports Q2 2025 Results and Dividend Declaration

Ford Motor Company announced its second-quarter 2025 financial results, reporting a revenue of $50.2 billion, a 5% increase from the same period last year. The company incurred a net loss of $36 million due to special charges, while adjusted earnings before interest and taxes (EBIT) stood at $2.1 billion. Ford's operating cash flow was $6.3 billion, and adjusted free cash flow was $2.8 billion. The company also declared a regular dividend of 15 cents per share for the third quarter, payable on September 2, 2025.

In addition to the quarterly results, Ford provided updated full-year guidance, projecting adjusted EBIT between $6.5 billion and $7.5 billion and adjusted free cash flow of $3.5 billion to $4.5 billion. The company highlighted a net tariff-related headwind expected to impact earnings by approximately $2 billion. Ford's various business segments showed mixed performance, with Ford Pro achieving significant growth in EBIT, while Ford Model e reported increased losses due to strategic investments in electric vehicles.

Jul 30, 2025 16:08:33

Ford Secures $3 Billion Term Loan Credit Agreement

Ford Motor Company has entered into a Term Loan Credit Agreement providing $3.0 billion in commitments from various lenders, available until July 28, 2026. The agreement is unsecured and features interest rates based on market conditions, with loans maturing on December 31, 2028. It includes standard covenants requiring the maintenance of financial reporting and corporate existence, along with certain limitations on mergers and asset transactions.

Additionally, the Credit Agreement mandates that Ford maintain at least $4 billion in cash and liquid assets. The terms do not impose conditions related to adverse changes in credit ratings that could affect borrowing capabilities. Some lenders involved in the agreement also have existing financial relationships with Ford, which may influence future financial services provided to the company.

Jul 28, 2025 16:21:38

Ford Announces $570 Million Field Service Action for Vehicles

Ford Motor Company is initiating a field service action concerning fuel injectors in specific models, including the 2021-2024 Bronco Sport, 2020-2022 Escape, and 2019-2024 Kuga vehicles. The estimated cost for this action is approximately $570 million, which will be reflected in the company's financial results for the second quarter of 2025.

The expense related to this field service action will be categorized as a special item according to Ford's corporate policy. As a result, it is not expected to affect the company's total adjusted EBIT, adjusted earnings per share, or adjusted free cash flow.

Jul 16, 2025 06:30:23

Ford Reports 14.2% Sales Growth and Increased Market Share

Ford Motor Company reported a 14.2% increase in sales for the second quarter, significantly outperforming the estimated 1.4% growth in the U.S. auto industry. The company's market share rose to an estimated 14.3%, up 1.8 percentage points from the previous quarter. Key highlights include strong F-Series truck sales, record electrified vehicle sales, and a notable rise in Lincoln's sales, marking the highest second quarter volume since 2007.

In addition to vehicle sales, Ford Pro's paid software subscriptions increased by over 20%, reaching more than 750,000 active users. The company also reported substantial growth in service experiences, with a 14% increase compared to the previous year. As Ford continues to expand its lineup with new models such as the Explorer Tremor and F-150 Lobo, the company aims to enhance customer satisfaction and loyalty through diverse offerings in trucks, SUVs, and electrified vehicles.

Jul 01, 2025 09:48:16

Ford Appoints Kyle Crockett as Chief Accounting Officer

Ford Motor Company has announced the appointment of Kyle Crockett as Chief Accounting Officer, effective the first business day after the company files its second quarter Form 10-Q. Crockett, who will also serve as Vice President, Accounting in the interim, will oversee all aspects of Ford's accounting function and internal control over financial reporting. He previously held positions at Carrier Global Corporation and General Motors, where he focused on accounting, financial reporting, and process transformation.

Crockett will succeed Mark Kosman, who is transitioning to a different role within the finance organization. His appointment is expected to support Ford's ongoing business transformation efforts. Kyle Crockett will officially join Ford on May 19, 2025.

May 13, 2025 08:25:16

Ford Reports Q1 2025 Financial Results with Revenue Decline

Ford Motor Company announced its financial results for the first quarter of 2025, reporting a revenue of $40.7 billion, which is a 5% decrease compared to the previous year. The company achieved a net income of $471 million and an adjusted EBIT of $1 billion. Operating cash flow was noted at $3.7 billion, while adjusted free cash flow was a use of $1.5 billion. The decline in revenue was attributed to reduced wholesales resulting from planned shutdowns for new product launches and inventory adjustments.

The company highlighted improvements in cost and quality but also noted a significant adverse impact of approximately $1.5 billion on adjusted EBIT due to tariff-related issues for the full year 2025. Consequently, Ford has suspended its financial guidance amid ongoing tariff-related uncertainties and potential supply chain disruptions. The company's balance sheet remains strong, with $27 billion in cash and $45 billion in liquidity, indicating flexibility for future investments.

May 05, 2025 16:07:47

Ford Reports Q1 Sales Growth Amid Mixed Performance Metrics

Ford Motor Company experienced a 5% increase in U.S. retail sales during the first quarter, with March sales rising by 19%. Notably, F-Series truck sales grew by 24%, and electrified vehicle sales reached a record of 73,623 units, up 26%. The Bronco also showed strong performance with a 35% increase in sales. Additionally, Ford Pro Intelligence software subscriptions rose by 20% year-over-year, indicating growth in their connected services sector.

However, overall total Ford sales for the quarter decreased by 1% compared to the previous year, primarily due to timing in daily rental fleet sales and the discontinuation of the Ford Edge and Transit Connect models. Despite the growth in retail and electrified vehicle sales, these factors contributed to a decline in total sales volume. Furthermore, although off-road performance vehicles saw a 20% increase, the overall sales performance reflected challenges in certain segments.

Apr 01, 2025 09:17:50

Ford Reports $185 Billion Revenue and Declares Dividends

Ford Motor Company reported a fourth-quarter revenue of $48.2 billion, marking an increase from the previous year, with a net income of $1.8 billion. For the full year of 2024, the company achieved a revenue of $185 billion and a net income of $5.9 billion, alongside a cash flow from operations of $15.4 billion. Additionally, Ford declared regular and supplemental dividends of 15 cents per share, payable in March 2025, highlighting its commitment to returning value to shareholders.

However, the company faced challenges in its Ford Model e segment, which reported a significant EBIT loss of $5.1 billion for the year. While the Ford Blue segment's revenue remained flat, its EBIT decreased, indicating struggles in maintaining profitability. The adjusted free cash flow also saw a slight decline, dropping from $6.8 billion to $6.7 billion year-over-year. These factors, along with an expected EBIT loss for the Ford Model e segment in 2025, suggest ongoing difficulties in achieving sustainable growth amid market pressures.

Feb 05, 2025 16:09:13

Ford Announces Leadership Changes with New CFO and Strategy Officer

Ford Motor Company made significant leadership changes, naming Sherry House as the new chief financial officer, effective February 6. John Lawler will transition to vice chair, focusing on strategy and partnerships, while Marin Gjaja has been appointed chief strategy officer. David McClelland, who led strategy since 2019, will retire after 32 years with the company. Andrew Frick has taken on additional responsibilities as president of Ford Blue and Ford Model e, and Kay Hart will lead Ford Model e after her success in the International Markets Group.

On the negative side, the retirement of David McClelland marks the loss of a long-term leader who has significantly contributed to Ford's strategy and credit operations. Additionally, the transition of leadership roles may present challenges as the company aims to align its teams and improve market approaches amidst a competitive automotive landscape. Sam Wu's expanded role in leading the International Markets Group comes as Ford seeks to profitably grow in challenging markets, particularly against aggressive competition from Chinese automakers.

Feb 05, 2025 08:06:44