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Ford Motor Company

Ford Motor Company

NYSE•F
CEO: Mr. William Clay Ford Jr.
Sector: Consumer Cyclical
Industry: Auto - Manufacturers
Listing Date: 1972-06-01
Ford Motor Company develops, delivers, and services a range of Ford trucks, commercial cars and vans, sport utility vehicles, and Lincoln luxury vehicles worldwide. It operates through Ford Blue, Ford Model e, and Ford Pro; Ford Next; and Ford Credit segments. The company sells Ford and Lincoln vehicles, service parts, and accessories through distributors and dealers, as well as through dealerships to commercial fleet customers, daily rental car companies, and governments. It also engages in vehicle-related financing and leasing activities to and through automotive dealers. In addition, the company provides retail installment sale contracts for new and used vehicles; and direct financing leases for new vehicles to retail and commercial customers, such as leasing companies, government entities, daily rental companies, and fleet customers. Further, it offers wholesale loans to dealers to finance the purchase of vehicle inventory; and loans to dealers to finance working capital and enhance dealership facilities, purchase dealership real estate, and other dealer vehicle programs. The company was incorporated in 1903 and is based in Dearborn, Michigan.
Contact Information
One American Road, Dearborn, MI, 48126, United States
313-322-3000
www.ford.com
Market Cap
$52.72B
P/E (TTM)
11.4
12.2
Dividend Yield
5.6%
52W High
$13.99
52W Low
$8.44
52W Range
91%
Rank46Top 45.7%
3.9
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.9 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$50.53B+9.39%
4-Quarter Trend

EPS

$0.61+177.27%
4-Quarter Trend

FCF

$5.28B+50.34%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Net Income Soars Net income attributable to Ford $2.45B in Q3 2025, a $1.56B increase from prior year period, showing strong profitability.
Total Revenue Growth Total revenues reached $50.53B for Q3 2025, showing a $4.34B increase over the prior year period results.
Ford Credit EBT Rises Ford Credit EBT was $631M in Q3 2025, driven primarily by higher financing margin and increased receivables volume.
Strong Liquidity Maintained Company cash excluding Ford Credit totaled $32.9B as of September 30, 2025, supporting ongoing business investment needs.

Risk Factors

Novelis Fire Production Hit Novelis aluminum supply disruption expects lower Q4 2025 production, partially recovering in 2026, impacting Ford operations.
EV Adoption Slows Lower than anticipated EV adoption rates and regulatory changes may disrupt product technology launches and capacity utilization.
Tariff Headwind Expected Tariffs are now projected as a $1.0B net headwind for full year 2025, down from the previous $2.0B estimate.
Model e Loss Worsens Ford Model e Q3 2025 EBIT loss increased by $179M to $1.41B, driven by adverse net pricing and exchange impacts.

Outlook

2025 EBIT Guidance Set Full year 2025 Adjusted EBIT guidance is set between $6.0B and $6.5B, based on current operational expectations.
FCF Guidance Updated Adjusted Free Cash Flow guidance for the full year 2025 is projected in the range of $2.0B to $3.0B.
Restructuring Charges Estimated Expect total estimated charges in 2025 ranging between $500M and $750M related to initiated employee separation actions.
Capital Spending Forecast Full year 2025 capital spending is expected to be about $9.0B, consistent with prior expectations for investment.

Peer Comparison

Revenue (TTM)

Stellantis N.V.STLA
$349.65B
+5.3%
Ford Motor CompanyF
$189.59B
+3.7%
General Motors CompanyGM
$183.89B
+0.6%

Gross Margin (Latest Quarter)

Trip.com Group LimitedTCOM
81.7%
-0.7pp
eBay Inc.EBAY
70.9%
-0.9pp
Copart, Inc.CPRT
46.5%
+1.8pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
GM$76.82B26.04.7%46.0%
ROST$59.32B28.236.8%33.7%
F$52.72B11.410.3%54.6%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
1.6%
Moderate Growth
4Q Net Income CAGR
10.3%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 4, 2026
|
EPS:$0.06
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Oct 24, 2025|
    Revenue: $50.53B+9.4%
    |
    EPS: $0.61+177.3%
    Beat
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Jul 31, 2025|
    Revenue: $50.18B+5.0%
    |
    EPS: $-0.01-102.0%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 6, 2025|
    Revenue: $40.66B-5.0%
    |
    EPS: $0.12-63.6%
    Beat
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 6, 2025|
    Revenue: $184.99B+5.0%
    |
    EPS: $1.48+35.8%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Oct 29, 2024|
    Revenue: $46.20B+5.5%
    |
    EPS: $0.22-26.7%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Jul 25, 2024|
    Revenue: $47.81B+6.3%
    |
    EPS: $0.46-4.2%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: Apr 25, 2024|
    Revenue: $42.78B+3.1%
    |
    EPS: $0.33-25.0%
    Miss
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 7, 2024|
    Revenue: $176.19B+11.5%
    |
    EPS: $1.09+322.4%
    Beat