Kevin Roberts (@cargurus) notes uncertainty around Trump tariffs as a "cloud hanging over the auto industry." That was seen clearly on Ford Motor Company's (F) earnings call Wednesday where they expressed those concerns.
Ford (F) shares are under pressure after issuing a muted 2025 outlook alongside its earnings report, which beat estimates. RBC Capital Markets global autos analyst Tom Narayan joins Morning Brief with Seana Smith and Brad Smith to take a closer look at the earnings print and the weaker-than-expected outlook.
Ford Motor Co. shares extended their slide Thursday as the carmaker's soft outlook for this year spooked Wall Street.
Ford Motor Co (NYSE: F) chief executive Jim Farley is concerned that President Trump's planned tariffs could do more harm than good to the US automotive industry.
Ford (F) shares are tumbling Thursday morning after the automaker posted a downbeat outlook weighed on by losses in its electric vehicle (EV) business that offset higher-than-estimated quarterly results.
For full-year 2025, Ford expects EBIT and adjusted FCF in the range of $7-$8.5 billion and $3.5-$4.5 billion, respectively.
Ford posted Q4 earnings yesterday, which were better than expected. Ford's guidance was disappointing and with ongoing challenges I don't think the shares are attractive. Based on a CCA I estimate F stock to be overvalued.
U.S. stock futures were higher this morning, with the Dow Jones futures gaining around 100 points on Thursday.
Jim Farley said the levies threaten billions in profits for American car makers.
Ford Motor Company (NYSE:F ) Q4 2024 Earnings Conference Call February 5, 2025 5:00 PM ET Company Participants Lynn Antipas Tyson - Executive Director, Investor Relations Jim Farley - President & Chief Executive Officer Sherry House - Incoming Chief Financial Officer Conference Call Participants Dan Levy - Barclays Daniel Roeska - AllianceBernstein Adam Jonas - Morgan Stanley Emmanuel Rosner - Wolfe Research Mark Delaney - Goldman Sachs Joseph Spak - UBS Operator Good day, everyone. My name is Leila, and I will be your conference operator today.
Ford CEO Jim Farley on Wednesday called for a "comprehensive" look at U.S. tariffs involving automobiles to level the playing field for the American automaker. Farley singled out imports from Japan and South Korea that have little to no duties compared with the 25% tariff President Donald Trump has threatened Canada and Mexico with in recent weeks.
Ford Motor on Wednesday projected up to $5.5 billion in losses on its electric vehicle and software operations this year, a loss similar to last year and a sign of the severe difficulties in cutting costs on battery-powered models.