Earnings summaries and quarterly performance for FORD MOTOR.
Executive leadership at FORD MOTOR.
Jim Farley
Detailed
Chief Executive Officer
CEO
AF
Andrew Frick
Detailed
President, Ford Blue and Ford Model e
BF
Bill Ford
Detailed
Executive Chair
DF
Doug Field
Detailed
Chief EV, Digital, and Design Officer
JW
Jennifer Waldo
Detailed
Chief People and Employee Experience Officer
JL
John Lawler
Detailed
Vice Chair
KG
Kumar Galhotra
Detailed
Chief Operating Officer
KC
Kyle Crockett
Detailed
Chief Accounting Officer
MG
Marin Gjaja
Detailed
Chief Strategy Officer
MA
Michael Amend
Detailed
Chief Enterprise Technology Officer
SW
Sam Wu
Detailed
President and Chief Executive Officer, Ford of China and International Markets Group
SH
Sherry House
Detailed
Chief Financial Officer
SC
Steven Croley
Detailed
Chief Policy Officer and General Counsel
Board of directors at FORD MOTOR.
AC
Adriana Cisneros
Detailed
Director
AF
Alexandra Ford English
Detailed
Director
BM
Beth Mooney
Detailed
Director
HF
Henry Ford III
Detailed
Director
JM
John May
Detailed
Director
JT
John Thornton
Detailed
Lead Independent Director
JV
John Veihmeyer
Detailed
Director
JW
John Weinberg
Detailed
Director
JH
Jon Huntsman Jr.
Detailed
Director
KC
Kimberly Casiano
Detailed
Director
LV
Lynn Vojvodich Radakovich
Detailed
Director
WH
William Helman IV
Detailed
Director
WK
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
ER
Emmanuel Rosner
Wolfe Research
6 questions for F
Also covers: ADNT, ALV, APTV +10 more
JS
Joseph Spak
UBS Group AG
6 questions for F
Also covers: ADNT, APH, APTV +16 more
MD
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
AJ
Adam Jonas
Morgan Stanley
3 questions for F
Also covers: APTV, CAR, CVNA +7 more
DR
Daniel Roeska
Bernstein Research
3 questions for F
Also covers: GM, PSNY, TSLA
EY
Edison Yu
Deutsche Bank
3 questions for F
Also covers: ACHR, ADNT, ALV +19 more
IM
Itay Michaeli
TD Cowen
3 questions for F
Also covers: APTV, ASPN, AUR +11 more
RB
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
DC
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 plans eyes-off EV, sports-car debut
F
Product Launch
New Projects/Investments
- Eyes-off driving system planned for a mainstream all-electric vehicle in 2028, featuring a $30,000 model on the UEV platform with new software architecture and AI assistant.
- UEV program’s first vehicle is a $30,000 midsize pickup expected to reach market in 2027.
- Rival GM will launch a similar eyes-off system with an AI assistant in 2028 on the Cadillac Escalade IQ, starting above $127,000.
- Ford will unveil a new high-performance sports car at the Detroit Auto Show and a January 15 racing event, amid speculation of a gravel-focused supercar, Mustang variants, or a Ford GT revival.
3 days ago
Ford announces record U.S. sales in 2025
F
Revenue Acceleration/Inflection
- Ford’s total U.S. sales rose 6.0% to 2,204,124 vehicles in 2025—the highest annual volume and market share (13.2%) since 2019, up 0.6 pp year-over-year.
- F-Series remained America’s best-selling truck with 828,832 units sold (+8.3%), while the F-150 Hybrid achieved a record 84,934 sales (+15.0%) in 2025.
- Electrified vehicles drove growth: hybrid sales set a new annual record at 228,072 units (+21.7%) and EV sales reached 84,113 across three nameplates.
3 days ago
Ford Motor selects PVS for logistics at Kentucky Truck Plant
F
New Projects/Investments
- Precision Vehicle Solutions has been chosen to manage finished-vehicle logistics at Ford’s Kentucky Truck Plant (KTP) and Louisville Assembly Plant (LAP).
- The Kentucky Truck Plant, Ford’s largest and most complex U.S. facility, produces over 460,000 trucks and SUVs annually and ships to approximately 65 destinations by rail and shuttle.
- With KTP and LAP added, PVS now supports around 15% of North American finished-vehicle production sites and nearly 50% of Ford and GM’s U.S. footprint.
- Operations begin immediately, with PVS overseeing the full rail-and-shuttle flow—including direct rail loading, shuttle transfers, yard operations—and implementing its ERM safety and standardized procedures.
4 days ago
Evolution Metals & Technologies completes merger ahead of NASDAQ debut
F
M&A
Delisting/Listing Issues
- Business combination between Welsbach Technology Metals Acquisition Corp. and Evolution Metals LLC has closed, forming Evolution Metals & Technologies Corp.
- EM&T will begin trading on the NASDAQ Global Markets under the ticker EMAT on January 6, 2026.
- Mission to build a U.S.-based, vertically integrated supply chain for rare earth magnets and battery materials, leveraging over 18 years of commercial-scale operations to reduce reliance on China.
4 days ago
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.
Dec 15, 2025, 9:07 PM
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
Dec 15, 2025, 9:05 PM
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.
Dec 12, 2025, 6:52 PM
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.
Dec 11, 2025, 8:12 AM
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
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