Tag Archives: Ford Blue

Ford Motor 2025 U.S. Sales Posted at 2.2 Million

Posted on 6 January 2026 by Ken Zino

Ford Motor Company (NYSE: F) said today that it total deliveries for the year rose 6.0% to 2,204,124 vehicles, with an estimated overall market share of 13.2%. General Motors (NYSE: GM) said yesterday that it led the U.S. auto industry in sales in 2025, posting a 6% increase for the full year at 2,853,299 deliveries. [Ford Motor car sales for 2025 at 45,333 were only a fraction of the total as Ford continues to be predominately a truck company with products that are of limited appeal in major global markets. F-Series accounted for 828,832 of the total – AutoCrat.]

“This past year proved that Ford has the right product and powertrain offering for the lives of our customers,” said Andrew Frick, president, Ford Blue and Model e. “We’re growing share and beating the trend because we offer a great range of products, from accessible entry-level models to high-performance off-roaders. Our growth across record hybrid sales shows that our ‘power of choice’ approach — offering gas, hybrid, and electric — is exactly what consumers are looking for right now.” Continue reading →

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Ford Motor Eliminates Model E in Profit Seeking About Face

Posted on 16 December 2025 by Ken Zino

Ford Motor Company (NYSE: F)* effectively abandoned its Electric Vehicle strategy this week in an attempt to stop the hemorrhaging of billions of dollars in shareholder money. Ford announced a series of actions to improve its so-called Ford+ plan, reassigning capital to meet what it described as customer demand and drive profitable growth. Ford will write off $19.5 Billion as it attempts to do this.

“This is a customer-driven shift to create a stronger, more resilient and more profitable Ford,” said (claimed?) Ford president and CEO Jim Farley. “The operating reality has changed, and we are redeploying capital into higher-return growth opportunities: Ford Pro, our market-leading trucks and vans, hybrids and high-margin opportunities like our new battery energy storage business.” Continue reading →

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Ford Says Trump Tariffs Will Slash Earnings by $2B

Posted on 31 July 2025 by Ken Zino

Ford Motor Company (NYSE: F) reported late yesterday its Q2 and H1 2025 financial performance. The now common internally created factors of Ford’s warranty costs,* losses on electric vehicles and the external Trump’s tariff chaos negative effects were in play. Tariffs slashed $800 million from Ford profits during Q2, the Dearborn-based company said. Its latest estimate of $2 billion in tariff costs for the year includes the impact of cost-cutting and other measures Ford is taking in response to President Trump’s trade policies. Ford Motor booked a $1.3 billion loss from repairs of vehicles under warranty, cancellation of plans to build an electric sport utility vehicle and other one-time costs. The Q2 net loss was $36 million. Ford common stock per share has been trading in the $8.44 – $11.97 range during the last year, hovering ~$11 a share recently. Its three-year return of ~5% compares to the S&P 500 at 54%. Continue reading →

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Ford Motor 2025 Q1 Net Income $47M Down from $1.3B!

Posted on 6 May 2025 by Ken Zino

Ford Motor Company (NYSE: F)* late yesterday announced weak first- quarter 2025 financial results and “suspended” financial guidance, including full year adjusted EBIT and adjusted free cash flow because of Trump tariff-related” uncertainties.” Ford first-quarter revenue of was $40.7 billion; net income $471 million with an adjusted EBIT of $1 billion. Operating cash flow was $3.7 billion. Improvements in cost and quality favorably contributed to performance in the quarter, Ford claimed. When excluding the nearly 200 million impact of tariffs, this was Ford’s third consecutive quarter of year-over -year cost improvement. Ford estimates a tariff-related net adverse adjusted EBIT impact of about $1.5 billion for full year 2025, subject to ongoing tariff-related policy developments. For comparison, General Motors earned $2.78 billion, $3.35 per share, for the three months ended March 31. During Q1 of 2024 GM earned $2.98 billion, or $2.56 per share. Continue reading →

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Ford Credit to Regroup Next March

Posted on 15 December 2023 by Ken Zino

Ford Motor (NYSE: F) said today that Marion Harris will retire 1 March 2024 as president and CEO of Ford Credit. Replacing him will be Cathy O’Callaghan, Ford’s vice president, controller, and chief accounting officer since June 2018. Mark Kosman will become chief accounting officer. The new jobs for O’Callaghan and Kosman are effective 12 February, after Ford has reported its Q4 and full-year 2023 financial results. O’Callaghan and Kosman will report to CFO John Lawler. Continue reading →

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Apple Software Veteran Peter Stern Joins Ford Motor

Posted on 14 August 2023 by Ken Zino

Ford and other former members of the old-style auto blacksmithing business – cast it, stamp it, weld it, machine it and put it together –  has been confronted with the need to cost effectively deal with so-called connected vehicles. The traditional way of pitting suppliers against one another and buying at lowest cost has failed since the software of the many individual computer modules on current vehicles isn’t always compatible with other computerized systems – creating in effect an electronic Tower of Babble. Continue reading →

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Ford Motor Posts $3.8B Q2 Earnings on 12% Revenue Increase

Posted on 27 July 2023 by Ken Zino

“The shift to powerful digital experiences and breakthrough EVs is underway and going to be volatile, so being able to guide customers through and adapt to the pace of adoption are big advantages for us,” said Ford CEO Jim Farley. “Ford+ is making us more resilient, efficient and profitable, which you can see in Ford Pro’s breakout second-quarter revenue improvement (22%) and EBIT margin (15%),” Fairly said selectively. Ford’s electric business – Model e – is forecast to lose ~$4.5 billion during 2023. It lost $1.2 billion during Q2 or $40,000 a vehicle. Continue reading →

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Ford Motor New Financial Reporting – Billions in EV Losses

Posted on 23 March 2023 by Ken Zino

Part of today’s presentation showed Ford’s nascent electric vehicle venture – Ford Model e – lost $3 billion before taxes during 2021 and 2022. More such losses are coming in the near term. Helping stem the tide of red ink, Ford Blue – its traditional internal combustion business – is forecast to post a $7 billion pretax profit in 2023, marginally better than last year. Ford Pro is forecast to earn $6 billion before taxes, almost double 2022 earnings. Other business units include corporate, Ford Credit and Ford Next, dubbed a new business incubator. Continue reading →

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Ford Changes Supply Chain and Product Development Execs

Posted on 22 September 2022 by Ken Zino

It’s the latest example of the intricate routes automakers are negotiating in the transition to electric vehicles that is accelerating in the face of the dire effects of global warming, some of it caused by the transportation industries’ ongoing use of fossil fuels and what was in effect denial of the negative consequences of the exclusive use of fossil fuels. Ford’s challenge is to profitably maintain a line of both EVs from Ford Model e and so-called Ford Blue internal combustion vehicles that at some point – perhaps near at hand – are doomed. Continue reading →

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