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Tag Archives: Ford Model e
Ford Says Trump Tariffs Will Slash Earnings by $2B
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
Posted in auto news, customer satisfaction, economy, electric vehicles, financial results, manufacturing, mobility company, results, sales, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ford Blue, Ford CFO Sherry House, ford credit, Ford Model e, Ford Motor Q2 and H1 2025 financial performance, Ford Pro, Jim Farley, Ken Zino, Kumar Galhotra, Michigan Governor Gretchen Whitmer, X @KenAutoinformed
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Ford Motor 2025 Q1 Net Income $47M Down from $1.3B!
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
Posted in auto news, economy, financial results, manufacturing, marketing, news analysis, results
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ford Blue, ford credit, Ford Model e, Ford Motor cost improvements, Ford Motor Q1 2025 financial results, Jim Farley, Ken Zino, X @KenAutoinformed
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Ford Motor Posts Q1 2024 Net Income of $1.3 Billion
Ford Motor (NYSE: F) late yesterday posted weak 2024 Q1 operating results of $42.8 billion in revenue (+1.3B YoY), net income of $1.3 billion (-1.1%), and adjusted EBIT of $2.8 billion (-6%) as global sales dropped 11,000 vehicles to 1,045,000. Ford nonetheless declared a second-quarter regular dividend of 15 cents per share, payable 3 June to shareholders of record at the close of business on 8 May 2024. Continue reading
Ford Credit to Regroup Next March
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
Ford Motor Posts $3.8B Q2 Earnings on 12% Revenue Increase
“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
Ford Changes Supply Chain and Product Development Execs
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
EV Battery Gold Rush: Ford Has New Battery Capacity Plan
Center for Automotive Research data show that Ford is only one maker in the crowd as automakers invest billions in north American EV and battery manufacturing facilities. For almost two decades, the CAR Automotive Communities Partnership (ACP) has tracked announced automotive manufacturing investments In North America. The ACP Book of Deals investment database shows the sector’s commitment to the transformation. According to data collected for the Book of Deals, in 2021, automakers announced $36 billion of investments to build facilities dedicated to manufacturing EVs and batteries. In the first five months of 2022, automakers announced $24 billion in EV-related investments, almost double the investments announced by the same time last year. Continue reading
Ford Motor Structure Threatens Viability. Vast Reorg Coming
Ford Motor Structure Threatens Viability. Vast Reorg Coming Continue reading

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