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Tag Archives: Jim Farley
Ford Motor Eliminates Model E in Profit Seeking About Face
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
Posted in auto news, economy, electric vehicles, engineering, environment, financial results, global warming, labor issues, manufacturing, marketing, milestones, mobility company, new vehicle, news analysis, shows and events
Tagged auto industry commentary, AutoInformed news, autoinformed.com, automotive blog, Automotive news and analysis, F-150 Lightning, Ford battery energy storage systems, Ford Blue, Ford Pro, Ford Universal EV Platform, Ford+ plan, Jim Farley, Ken Zino of AutoInformed, Ken Zino of AutoInformed.com writing as AutoCrat, Lightning EREV, Louisville Assembly Plant, Model e, Rouge Electric Vehicle Center, X @KenAutoinformed
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Bold EV Talk from Ford Motor
Ford Motor Company (NYSE: F) said today that it is investing approximately $5 billion and creating or securing ~4000 jobs at the Louisville Assembly Plant and BlueOval Battery Park in Michigan to deliver a new pickup and produce advanced prismatic LFP batteries.
“We took a radical approach to a very hard challenge: Create affordable vehicles that delight customers in every way that matters – design, innovation, flexibility, space, driving pleasure, and cost of ownership – and do it with American workers,” claimed Ford President and CEO Jim Farley. Continue reading
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 Updates Nascent WEC Hypercar Program
Today Ford Motor (NYSE: F) during opening events prior to the 2025 24 Hours of Le Mans announced its chassis partner, ORECA, and its program lead, Dan Sayers. The Ford WEC Hypercar program will debut at the season-opening round of the FIA World Endurance Championship (WEC) in less than two years.
“Bringing Ford back to the top class at Le Mans has always been a dream for many of us including our Executive Chair Bill Ford,” said Ford Motor Company President and CEO, Jim Farley. “To be able to partner with ORECA is a proud moment for Ford. We are coming back to Le Mans to win, and we aren’t making that a secret. On Sunday, it will be exactly 56 years since we last took the top step of the overall podium here. That is long enough. In 2027, we are coming with the same level of expectation, and we are entrusting ORECA to help us take on Ferrari and the other top-class teams as we did back in the 1960s.” Continue reading
Posted in auto news, engineering, marketing, news analysis, performance, racing, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Dan Sayers, Jim Farley, Ken Zino, Oreca, WEC Hypercar Mark Rushbrook, 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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Trump Tariffs – His Next Economic Catastrophe
Shoot from the lip President Trump, aka Calamity Donald, today imposed tariffs of 25% across North America disrupting the North American auto market that has thrived on 30 years of free trade. Any new tariffs in place for any significant length of time will be disruptive. The tariffs at 25% are significantly higher than the profits made by the automakers and their suppliers. It is widely – if not universally – held by economists that this is an economic disaster. Continue reading
Posted in auto news, AutoInformed Editorial, economy, fools 'n frauds, manufacturing, news analysis, prices, sales, transportation, Trump Truth Tests
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Calamity Donald, Jim Farley, Jonathan Smoke, Ken Zino, Stephanie Brinley, X @KenAutoinformed
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Ford Motor Posts Mixed Results for 2024
Ford Motor Company (NYSE: F) today posted Q4 full-year 2024 financial results. They were mixed from awful to okay. During 2024, Ford Blue’s revenue was flat at $101.9 billion as positive net pricing offset a 2% decline in wholesale vehicle transactions from what Ford said were the cancellation of low-margin products. The internal combustion engine segment at Ford S EBIT was $5.3 billion. Ford Model e reported a full-year EBIT loss of $5.1 billion. The electric vehicle e segment delivered $1.4 billion in cost improvements, net of a $100 million increase in spending to launch new battery plants and next-generation electric vehicles, Ford said. For full-year 2024, revenue climbed 5% to $185 billion; net income was $5.9 billion, and adjusted EBIT was $10.2 billion. For 2025 Ford is predicting a $2 billion profit drop! Bloomberg says that 27% of analysts have a sell recommendation, the highest on record. Continue reading
Posted in auto news, connected vehicles, economy, electric vehicles, financial results, insurance, mobility company, news analysis, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ford Motor 2024 financial results, Ford Motor Company, Jim Farley, Ken Zino, NYSE F, X @KenAutoinformed
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Ford Motor Shuffles Leadership Amid Trump Chaos
Ford Motor Company (NYSE: F)* today announced key executive changes as the chaos of the Trump administration continues to cause as yet unknown damages to the economy and the auto industry. Two positions, John Lawler to vice chair to look after strategy, partnerships and alliances; and Sam Wu,President Ford China adding Ford’s International Markets Group, will require insight, and frankly lucky hunches given Trump’s random, variable and reversible assaults on trade, tariff’s and vital international organizations to return Ford Motor to a reliably profitable path. Continue reading
Posted in auto news, connected vehicles, economy, environment, global warming, mobility company, news analysis, people, sales
Tagged Andrew Frick, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Daniel Justo, Jim Farley, John Lawler, Kay Hart, Ken Zino, Marin Gjaja, Sam Wu, Sherry House, X @KenAutoinformed
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Mustang GTD Laps Nürburgring in under Seven Minutes
A 2025 Ford Mustang GTD completed of the 12.9-mile at the 73-turn “Green Hell” in 6:57.685 at the Nürburgring Ford Motor (NYSE: F) said today.* This means Mustang GTD is only the sixth stock, production sports car to complete an officially certified sub-seven-minute lap and the fifth fastest in the production sports car class according to the Nürburgring’s records.
Mustang GTD represents the pinnacle of Mustang performance. Ford said it benefits from lessons learned by the Ford Performance Motorsports and Multimatic Motorsports Mustang GT3 program, in particular around aerodynamics and setup for tracks such as the Nürburgring. However, Mustang GTD isn’t subject to the rules and regulations of GT3 racing, which prohibit much of the technology that allow a sub-seven-minute Nürburgring lap. Ford Motor is hardly the first company to use a speed run as a marketing ploy, however meaningless it is when the green flag waves in a real race, AutoInformed notes. Continue reading
Posted in auto news, marketing, milestones, news analysis, performance, shows and events
Tagged Anthony Colard, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Greg Goodall, Jim Farley, Ken Zino, Larry Holt, Mustang GTD, nürburgring, The Road To The Ring, X @KenAutoinformed
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Shareholder Warning – Ford Delays Next Gen Electric Truck
Electric vehicle consumers currently, so to speak, are more cost-conscious than early adopters, looking to electric vehicles as a practical way to save money on fuel and maintenance, as well as time by charging at home. This, along with numerous new electric vehicle choices coming to market during the next 12 months , as well as rising compliance requirements, has multiplied pricing pressures. In short (groan) all automakers to survive must have globally competitive cost structure, emphasizing some customer and product segments to ensure profitable growth and capital efficiency. Continue reading
Posted in alternative fuels, electric vehicles, environment, global warming, manufacturing, mobility company, new vehicle, news analysis, shows and events, software defined vehicles
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, BlueOval City, chinese evs, Jim Farley, John Lawler, Ken Zino, Project T3, 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 Motor Posts 2025 Loss of $8.2B on Record Revenue
Ford Motor Co. (NYSE: F) today announced its disappointing Q4 and full-year 2025 financial results. Q4 and full-year revenue reached $45.9 billion and $187.3 billion, respectively. This was the fifth consecutive year of full-year revenue growth. However, Q4 and full-year net losses of $11.1 billion and $8.2 billion, respectively, reflected impact of special items, some of them such as Trump tariff chaos and a shortage of aluminum because of a supplier fire were largely out of Ford management’s control.
“Ford delivered a strong 2025 in a dynamic and often volatile environment,” claimed Jim Farley, Ford president and CEO. “We improved our core business and execution, made significant progress in the areas of the business we control – lowering material and warranty costs and making real progress on quality – and made difficult but critical strategic decisions that set us up for a stronger future. Moving forward, we’ll continue building on our strong foundation to achieve our target of 8% adjusted EBIT margin by 2029.” Continue reading →