Ford Motor Company's Stock Analysis

Ford Reports 6% Increase in 2025 Vehicle Sales

Ford Motor Company reported a 6% increase in total vehicle sales for 2025, reaching 2,204,124 vehicles. The company also gained market share, increasing by 0.6 percentage points to 13.2% for the year. Notable sales highlights include the F-Series maintaining its status as America's best-selling truck for the 49th consecutive year, with sales of 828,832 trucks, and record hybrid sales of 228,072 vehicles, marking a 21.7% increase. The Ford Maverick and Explorer also achieved record sales, with the Maverick selling 155,051 units and the Explorer 222,706 units, respectively.

In the commercial vehicle sector, Ford continues to lead, with the Ford Pro Transit Van achieving record sales of 161,797 units. The company's digital services, including Ford Pro Intelligence, saw a growth of approximately 30% year-over-year in paid software subscriptions, totaling about 840,000 active subscriptions. Ford's diverse product lineup and focus on affordability have contributed to its success, with significant increases in sales of entry-level trims across various models, responding to customer demand.

Jan 06, 2026 09:16:43

Ford Motor Company Announces Major EV Strategy Changes

Ford Motor Company is adjusting its electric vehicle (EV) strategy due to lower-than-expected market adoption and regulatory challenges. The company plans to cancel three previously planned EV models, including the current generation F-150 Lightning, and rationalize its EV manufacturing capacity. This decision is expected to lead to approximately $8.5 billion in asset write-downs and $19.5 billion in special items, with the majority recorded in the fourth quarter of 2025. Ford anticipates $5.5 billion in cash effects from these actions, primarily in 2026 and 2027.

In addition, Ford is shifting its focus towards higher-return opportunities by expanding its lineup of trucks and hybrids, while investing in a new battery energy storage business. The company aims for about 50% of its global volume to consist of hybrids and electric vehicles by 2030. These strategic adjustments are intended to enhance profitability and align production with customer demand, reinforcing Ford's position as a leading employer in the U.S. automotive sector.

Dec 15, 2025 16:07:14

Ford Motor Company Updates Benefit Plans and By-Laws

Ford Motor Company's Board of Directors approved amendments to the Benefit Equalization Plan and Select Retirement Plan, effective January 1, 2026. The Select Retirement Plan will be closed to new retirees starting January 2, 2026.

Additionally, the Board adopted amendments to the Company’s By-Laws on December 11, 2025, which include updates for stockholder and Board meetings, removal of the director retirement age provision, and modernization of the advance notice requirements for stockholder nominations. These changes aim to streamline operations and align with recent regulatory developments.

Dec 12, 2025 16:15:45

Ford and Novelis Update on Aluminum Supply Chain Incident

Ford Motor Company and Novelis reported that a fire at the Novelis Oswego aluminum plant on November 20, 2025, was contained without injuries. Operations at the plant have resumed, and it continues to supply Ford with finished materials. Novelis is also planning to build a new aluminum plant in Bay Minette, Alabama, expected to start commissioning in late 2026, to enhance the U.S. aluminum supply chain.

Ford reaffirmed its financial guidance for the full year 2025, projecting adjusted EBIT between $6 billion and $6.5 billion and adjusted free cash flow between $2 billion and $3 billion. The company emphasized that it does not provide guidance for net income or net cash from operations due to the unpredictability of certain items. Further updates from both Ford and Novelis will be shared as more information becomes available.

Nov 21, 2025 13:32:27

Ford Reports Third Quarter 2025 Financial Results and Dividend

Ford Motor Company announced its third-quarter 2025 financial results, reporting a record revenue of $50.5 billion, a 9% increase from the previous year. The company achieved a net income of $2.4 billion and an adjusted EBIT of $2.6 billion, despite facing $0.7 billion in adverse net tariff-related impacts. Operating cash flow reached $7.4 billion, with adjusted free cash flow at $4.3 billion. Ford declared a fourth-quarter regular dividend of 15 cents per share, payable on December 1, 2025, to shareholders of record by November 7, 2025. The company maintained nearly $33 billion in cash and $54 billion in liquidity at the end of the quarter.

Looking ahead, Ford provided guidance for full-year 2025, projecting adjusted EBIT between $6.0 billion and $6.5 billion and adjusted free cash flow of $2.0 billion to $3.0 billion. The company is navigating challenges related to a Novelis fire, which is expected to impact adjusted EBIT by $1.5 billion to $2.0 billion in the fourth quarter. Ford plans to create up to 1,000 jobs to increase F-Series production volume to meet customer demand and mitigate production losses. The management emphasized their commitment to improving operational efficiency and responding strategically to market demands.

Oct 23, 2025 16:08:43

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