Ford Motor Company's Q1 earnings showed strong U.S. truck and EV sales, but profit margins remain under pressure versus peers and history. Despite an attractive 7.4% dividend yield, I see payout sustainability risks due to high payout ratios and earnings headwinds. Rising tariffs on steel, aluminum, and Mexican-assembled models threaten to further squeeze Ford's already-thin margins and cash flow.
Ford Motor Company (NYSE:F) reported a significant surge in US vehicle sales for May 2025, up 16.3% year-over-year with 221,000 units sold, driven by robust demand for pickup trucks and crossover SUVs. Sales were led by the Ford F-Series, with almost 80,000 units sold in May, up 15% compared to the same month in 2024.
Ford on Tuesday reported a 16.3% year-over-year sales increase for May, as the automaker continues an employee pricing program amid rising tariff costs.
![]() FMC1 3 weeks ago | Other | €0.13 Per Share |
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![]() FMC1 3 weeks ago | Other | €0.13 Per Share |
![]() FMC1 3 months ago | Other | €0.26 Per Share |
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Auto - Manufacturers Industry | Consumer Cyclical Sector | Mr. James Duncan Farley Jr. CEO | XMUN Exchange | US3453708600 ISIN |
US Country | 170,000 Employees | 18 Feb 2025 Last Dividend | 3 Aug 2000 Last Split | 1 Jun 1972 IPO Date |
Ford Motor Company stands as a global leader in the automotive industry, dedicated to developing, delivering, and servicing a broad spectrum of vehicles. These include Ford trucks, commercial vehicles, sports utility vehicles (SUVs), and Lincoln luxury vehicles. With a history dating back to 1903, Ford has established a comprehensive operational network through its segments: Ford Blue, Ford Model e, and Ford Pro; Ford Next; and Ford Credit. The company's global footprint is supported by an extensive network of distributors, dealers, and showrooms, catering not just to individual customers but also to commercial fleets, rental companies, and governmental bodies. Ford's commitment to innovation and customer service is further augmented by its engagement in vehicle financing and leasing, offering a myriad solutions tailored to meet the diverse needs of its global customer base. Operating from its headquarters in Dearborn, Michigan, Ford Motor Company continues to drive forward the boundaries of automotive excellence.
Ford offers a wide range of vehicles, including trucks, commercial cars and vans, sport utility vehicles, and the luxury Lincoln line. These vehicles cater to a diverse clientele, including individual consumers, commercial fleet operations, rental services, and government entities.
The company provides an extensive selection of service parts and accessories, ensuring that customers can maintain and customize their vehicles to their satisfaction. These parts and accessories are distributed through a robust network of dealers and distributors globally.
Engaging in vehicle-related financing and leasing activities, Ford offers retail installment sale contracts for new and used vehicles and direct financing leases for new vehicles. These services are designed to cater to both retail and commercial customers, including leasing companies, government entities, and fleet customers.
Ford extends wholesale loans to dealers to facilitate the purchase of vehicle inventory, and also provides loans for dealership working capital, facility enhancements, real estate purchases, and other dealer-specific projects. This comprehensive financial support ensures that dealers are well-equipped to meet customer demands.