Earnings summaries and quarterly performance for FORD MOTOR.
Executive leadership at FORD MOTOR.
Jim Farley
Detailed
Chief Executive Officer
CEO
Andrew Frick
Detailed
President, Ford Blue and Ford Model e
Bill Ford
Detailed
Executive Chair
Doug Field
Detailed
Chief EV, Digital, and Design Officer
Jennifer Waldo
Detailed
Chief People and Employee Experience Officer
John Lawler
Detailed
Vice Chair
Kumar Galhotra
Detailed
Chief Operating Officer
Kyle Crockett
Detailed
Chief Accounting Officer
Marin Gjaja
Detailed
Chief Strategy Officer
Michael Amend
Detailed
Chief Enterprise Technology Officer
Sam Wu
Detailed
President and Chief Executive Officer, Ford of China and International Markets Group
Sherry House
Detailed
Chief Financial Officer
Steven Croley
Detailed
Chief Policy Officer and General Counsel
Board of directors at FORD MOTOR.
Adriana Cisneros
Detailed
Director
Alexandra Ford English
Detailed
Director
Beth Mooney
Detailed
Director
Henry Ford III
Detailed
Director
John May
Detailed
Director
John Thornton
Detailed
Lead Independent Director
John Veihmeyer
Detailed
Director
John Weinberg
Detailed
Director
Jon Huntsman Jr.
Detailed
Director
Kimberly Casiano
Detailed
Director
Lynn Vojvodich Radakovich
Detailed
Director
William Helman IV
Detailed
Director
William Kennard
Detailed
Director
Research analysts who have asked questions during FORD MOTOR earnings calls.
Dan Levy
Barclays PLC
6 questions for F
Also covers: ADNT, ALV, APTV +14 more
Emmanuel Rosner
Wolfe Research
6 questions for F
Also covers: ADNT, ALV, APTV +10 more
Joseph Spak
UBS Group AG
6 questions for F
Also covers: ADNT, APH, APTV +16 more
Mark Delaney
The Goldman Sachs Group, Inc.
6 questions for F
Also covers: APH, APTV, AUR +22 more
Colin Langan
Wells Fargo & Company
4 questions for F
Also covers: ADNT, ALV, AN +11 more
Adam Jonas
Morgan Stanley
3 questions for F
Also covers: APTV, CAR, CVNA +7 more
Daniel Roeska
Bernstein Research
3 questions for F
Also covers: GM, PSNY, TSLA
Edison Yu
Deutsche Bank
3 questions for F
Also covers: ACHR, ADNT, ALV +19 more
Itay Michaeli
TD Cowen
3 questions for F
Also covers: APTV, ASPN, AUR +11 more
Ryan Brinkman
JPMorgan Chase & Co.
3 questions for F
Also covers: AXL, BWA, CAR +7 more
Tom Narayan
RBC Capital Markets
3 questions for F
Also covers: ALV, APTV, AXL +6 more
Doug Carson
Bank of America
2 questions for F
Also covers: AXL
John Murphy
Bank of America
2 questions for F
Also covers: ABG, ADNT, AN +16 more
Federico Merendi
Bank of America
1 question for F
Also covers: ABG, AXL, GM +6 more
James Picariello
BNP Paribas
1 question for F
Also covers: ADNT, APTV, AXL +11 more
Recent press releases and 8-K filings for F.
Ford announces EV restructuring and guidance update
F
Guidance Update
New Projects/Investments
Demand Weakening
- Ford will record about $19.5 billion in special items (mostly in Q4 2025) related to EV asset impairments and program cancellations, with approximately $5.5 billion in cash effects mainly in 2026 and 2027.
- These charges include an $8.5 billion write-down of Model e long-lived assets and a $3 billion impairment on Ford’s BlueOval SK joint-venture battery plants, plus $1 billion of additional program cancellation expenses in Q4 2025.
- Company raises 2025 adjusted EBIT guidance to about $7 billion and reaffirms adjusted free cash flow guidance of $2–3 billion, trending toward the high end.
- Ford is launching a battery energy storage business, repurposing Kentucky and Michigan plants to produce LFP cells and systems, targeting at least 20 GWh of annual capacity by late 2027.
3 days ago
Ford redeploys capital into trucks, hybrids, EVs and battery storage
F
New Projects/Investments
Guidance Update
- Ford shifts to higher-return opportunities—Ford Pro, trucks and vans, hybrids and a new battery energy storage business; expects Model e profitability by 2029, with improvements beginning in 2026
- Rationalizes U.S. EV assets with $19.5 billion in special items (majority in Q4 2025) and $5.5 billion in cash effects, mostly in 2026–2027
- Launches a battery energy storage systems business, investing $2 billion, repurposing Kentucky plant for 5 MWh+ modules and targeting 20 GWh annual capacity by late 2027
- Raises 2025 guidance: adjusted EBIT to ~$7 billion and reaffirms adjusted free cash flow of $2–3 billion, trending toward the high end
- Expands U.S. production with new “Built Ford Tough” pickups, hybrids and EVs, and will hire thousands of new employees
3 days ago
Ford dealers file class action over warranty reimbursement shortfalls
F
Legal Proceedings
- Hagens Berman filed a class-action lawsuit against Ford, alleging the automaker systematically underpaid warranty reimbursements for parts and labor—particularly high-cost EV battery replacements—since Dec. 1, 2022.
- One plaintiff replaced 28 EV batteries since early 2024; at the statutory markup of $22,600 per battery (totaling $632,800), Ford allegedly reimbursed only $600 per battery, leaving a shortfall of over $615,000.
- Ford’s EV sales were down 10% in the first seven months of 2025 despite selling over 240,000 EVs, while its Model e division reported losses exceeding $5 billion.
- The suit seeks monetary relief for affected dealerships nationwide under New York’s Franchised Motor Vehicle Dealer Act for failure to provide required mark-up reimbursements.
6 days ago
Ford Motor to dissolve BlueOval SK battery joint venture
F
M&A
Demand Weakening
- Ford and SK On will dissolve their BlueOval SK U.S. battery joint venture, with SK On taking full ownership of the 45 GWh Tennessee plant and Ford assuming the Kentucky facilities; closing is expected by end of Q1 2026, subject to regulatory approval.
- The partners had invested about $11.4 billion toward three factories (originally planned for 120 GWh capacity), but only one Kentucky site is operating as the other two were delayed amid weakening EV demand.
- Strategic divergence: Ford is shifting toward lower-cost LFP battery chemistry and rebalancing production following softer EV adoption and U.S. regulatory changes, while SK On, lacking commercial automotive LFP tech, is pivoting to energy storage systems and profitability.
- Post-breakup, SK On will continue supplying batteries from the Tennessee plant and drive U.S. battery innovation, while Ford will independently operate its Kentucky plants with flexible production timing.
7 days ago
Ford enters partnership with Renault for affordable EVs
F
New Projects/Investments
Product Launch
- Ford and Renault have formed a strategic partnership to develop and produce two affordable Ford-branded EVs for Europe, with manufacturing set to begin in early 2028 at Renault’s ElectriCity facility in northern France.
- The tie-up aims to reverse Ford’s declining European passenger car market share, which fell from 6.1% in 2019 to 3.3% in 2025.
- Ford will leverage Renault’s Ampere platform and manufacturing expertise while both companies retain independence, focusing on cost reduction and competitiveness.
- They also signed a letter of intent to explore joint development and production of light commercial vehicles, addressing rising Chinese EV competition and regulatory uncertainty in Europe.
Dec 9, 2025, 6:29 AM
Ford enters strategic EV partnership with Renault
F
New Projects/Investments
- Ford and Renault Group signed a partnership to develop two Ford-branded passenger electric vehicles based on Renault’s Ampere platform for Europe.
- The agreement includes exploring a collaboration on select light commercial vehicles to jointly develop and manufacture Renault- and Ford-branded LCVs in Europe.
- The new EVs will be produced at Renault’s ElectriCity facility in northern France, with the first model expected in early 2028.
- The partnership aims to leverage Renault’s industrial scale and EV assets alongside Ford’s design and driving dynamics to boost competitiveness in Europe.
Dec 9, 2025, 6:00 AM
Ford announces next phase of European strategy
F
New Projects/Investments
- Ford outlines next phase of its European transformation to achieve sustainable profitability focused on Ford Pro commercial vehicles, electrified passenger cars, and industrial optimization for cost efficiencies
- Ford enters a strategic partnership with Renault to jointly develop two Ford-branded EVs on Renault’s Ampere platform and explore joint production of light commercial vehicles for 2028 market entry
- A new generation of multi-energy vehicles is slated to arrive in showrooms in 2028, enhancing customer choice and competitiveness
- Ford urges EU policymakers to align CO2 targets with market realities, incentivize electrification, and support small-business transition in commercial vehicles
Dec 9, 2025, 6:00 AM
Ford US vehicle sales slip in November amid EV demand drop
F
Demand Weakening
New Projects/Investments
- U.S. vehicle sales fell 0.9% in November 2025, driven by a 61% drop in EV sales following the expiration of the federal tax credit.
- Aluminum supplier fires disrupted F-Series production, contributing to a 9.6% decline in F-Series pickup sales and impacting electric F-150 Lightning volumes.
- ICE vehicle sales rose 2.2%, hybrid sales increased 13.6%, while SUV sales declined 4.9% and Mustang sales surged 79%.
- Ford’s operating margin was 1.91% and net margin 2.48%, with an Altman Z-Score of 1.04 indicating financial distress; the company plans additional shifts at truck plants and a next-gen electric pickup in 2028.
Dec 2, 2025, 3:08 PM
Ford Motor Co reports Oswego plant fire update and reaffirms 2025 guidance
F
Guidance Update
New Projects/Investments
- Fire at Novelis Oswego plant contained on November 20; cold mill and heat treatment operations back online with no injuries reported.
- Novelis will use alternate supply sources and is building a new plant in Bay Minette, Alabama, slated to begin commissioning in 2H 2026 to strengthen the U.S. aluminum supply chain.
- Ford reaffirms full-year 2025 guidance: adjusted EBIT of $6.0 billion to $6.5 billion and adjusted free cash flow of $2.0 billion to $3.0 billion.
Nov 21, 2025, 6:32 PM
Ford discusses Novelis fire impact and 2026 outlook
F
Guidance Update
New Projects/Investments
- The Novelis plant fire will cost 90–100k F-Series units and an estimated $1.5–2 B Q4 EBIT hit; Ford plans to recover ~50k units in 2026 by adding a third shift and boosting line speeds, with the hot mill restarting by early December.
- October retail sales rose 1.6% with a ~1-point share gain versus a 5% industry decline; U.S. SAAR is expected at 16.8 M for the year, while industry pricing should finish ~0.5% higher.
- Ford has achieved five consecutive quarters of net cost improvements and aims for $1 B of gross cost savings in 2026—driven by material, warranty and freight/duty reductions—while securing J.D. Power’s most-awarded initial quality brand.
- EV operations have incurred year-to-date $3 B losses on Gen 1 models; regulatory credit obligations have fallen from $4.2 B to $2.5 B, with further declines expected as U.S. CO₂ policy evolves. The Gen 2 UEV platform (launch 2027) promises 40% fewer steps, 20% fewer parts and 15% faster builds, targeting a $30 K base price.
- Free cash flow stands at $5.7 B YTD, though Q4 will be negative due to Novelis; Ford maintains a $20 B minimum cash balance and plans to return 40–50% of FCF to shareholders, having converted ≥65% over the past three years.
Nov 19, 2025, 3:00 PM
Quarterly earnings call transcripts for FORD MOTOR.
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