Ford delivered decent Q4 results, driven by robust demand for ICE vehicles. Despite an $8.2B 2025 GAAP loss from the EV pivot and restructuring, Ford's 2026 guidance signals significant profitability growth. Ford targets $8–10B adjusted EBIT and $5.0–6B free cash flow in FY 2026, up from $6.8B and $3.5B in FY 2025, respectively.
The company, long focused on cars and trucks, plans to begin manufacturing large batteries used by utilities, data centers, other businesses and homeowners.
Ford Motor shut down a battery factory and laid off 1,600 workers after President Trump and Republicans gutted government support for electric vehicles.
CEO Jim Farley previously announced strategic shift toward hybrids and $30K EV platform after taking $19.5B charge.
Ford's CEO says American customers "have spoken" after the automaker released a slate of large EVs to lackluster sales. Ford reported $4.8 billion in annual losses for its EV division.
Ford Motor CEO Jim Farley told employees in a town hall Wednesday that companywide bonuses would be set to 130%, according to four people familiar with the matter, as the automaker delivered on its goal to improve vehicle quality.
F's Q4 EPS of 13 cents misses estimates as revenues fall 4.8% Y/Y, with weakness in Blue and Pro segments despite solid Ford Credit gains.
F posted a $11.1B Q4 loss as EV reset charges and tariffs hurt, but a stronger 2026 outlook and Ford Pro & Blue growth hint at recovery ahead.
Here are five key things investors need to know to start the trading day.
Novelis is estimating that repairs will cost at least $255 million, while Ford has disclosed a $2 billion hit from outage.
Ford Motor Company (F) Q4 2025 Earnings Call Transcript
Ford paid $2 billion in tariffs in 2025 and expects to spend about the same amount in 2026, the Wall Street Journal reported Tuesday (Feb. 10). Last year's total was higher than the company expected, according to the report.