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.
While the top- and bottom-line numbers for Ford Motor (F) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Ford Motor Company (F) came out with quarterly earnings of $0.13 per share, missing the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.39 per share a year ago.
Ford Motor reported a big loss for 2025 because of its troubled electric vehicle division, which it has significantly scaled back.
Ford Motor Company (NYSE:F) on Tuesday reported a fourth-quarter earnings miss, weighed down by unexpected tariff costs and ongoing challenges in its electric vehicle (EV) business, while forecasting a rebound in profits for 2026. The Detroit-based automaker's EV unit, Model e, posted a $1.2 billion loss in the fourth quarter, translating to a negative EBIT margin of 94.6%.
Ford Motor's 2026 outlook gave Wall Street hope for the carmaker and trumped mixed quarterly earnings.
Ford Motor's quarterly core profit fell about 50% to $1 billion as it absorbed higher-than-expected costs from a fire at an aluminum supplier, but CEO Jim Farley predicted strong performance this year as the automaker slashes costs and works to produce globally competitive models.
Ford Motor is set to report fourth-quarter results after markets close Tuesday. Wall Street analysts expect adjusted earnings per share of 19 cents and revenue of $41.83 billion.