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Ford Motor Company

Ford Motor Company

NYSE•F
CEO: Mr. William Clay Ford Jr.
セクター: Consumer Cyclical
業種: Auto - Manufacturers
上場日: 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.
連絡先情報
One American Road, Dearborn, MI, 48126, United States
313-322-3000
www.ford.com
時価総額
$55.26B
PER (TTM)
-6.9
15.4
配当利回り
4.2%
52週高値
$14.50
52週安値
$8.44
52週レンジ
94%
順位44Top 53.8%
3.7
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$45.89B+0.00%
直近4四半期の推移

EPS

-$2.78+0.00%
直近4四半期の推移

フリーCF

$0.00+0.00%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

Stellantis N.V.STLA
$349.65B
+5.3%
Ford Motor CompanyF
$187.27B
+1.2%
General Motors CompanyGM
$185.02B
-1.3%

粗利益率 (最新四半期)

Trip.com Group LimitedTCOM
81.7%
-0.7pp
eBay Inc.EBAY
70.9%
-0.9pp
Ferrari N.V.RACE
51.9%
+0.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
GM$75.64B22.55.1%46.3%
RACE$67.45B35.844.4%0.0%
AZO$64.17B26.1-65.4%61.3%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.1%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年5月4日
|
EPS:$0.31
|
売上高:$39.81B
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年10月24日|
    売上高: $50.53B+9.4%
    |
    EPS: $0.61+177.3%
    予想を上回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年7月31日|
    売上高: $50.18B+5.0%
    |
    EPS: $-0.01-102.0%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月6日|
    売上高: $40.66B-5.0%
    |
    EPS: $0.12-63.6%
    予想を上回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月6日|
    売上高: $184.99B+5.0%
    |
    EPS: $1.48+35.8%
    予想を上回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年10月29日|
    売上高: $46.20B+5.5%
    |
    EPS: $0.22-26.7%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年7月25日|
    売上高: $47.81B+6.3%
    |
    EPS: $0.46-4.2%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年4月25日|
    売上高: $42.78B+3.1%
    |
    EPS: $0.33-25.0%
    予想を下回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月7日|
    売上高: $176.19B+11.5%
    |
    EPS: $1.09+322.4%
    予想を上回る