North America

South America

Europe

China

International Markets Group

Ford Blue

Ford Model e

Ford Pro

Wholesale Units

Revenue segments as reported by the company.

Automotive

Mobility

Company excluding Ford Credit

Ford Credit

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

SG&A

Other Expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Ford Motor Company

Lincoln is a division of the Ford Motor Company that markets luxury vehicles under the Lincoln brand. The product line currently includes sedans, crossovers, sport utility vehicles, and versions for limousine/livery use. They are marketed primarily in North America and China. Lincoln vehicles are also officially sold in the Middle East and South Korea.

Lincoln

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Ford Motor Company faces supply chain challenges, emphasizes growth strategies

Ford Motor Company's Q4 2022 earnings call highlighted challenges with supply chain issues impacting profitability, while emphasizing a double transformation strategy and commitment to disciplined capital allocation. The company showcased strengths in Ford Pro's growth, EV sales progress, and strategic plans for future growth. Ford faces challenges in managing costs, addressing quality improvements, and navigating pricing pressures, but sees opportunities in operational improvements and strategic initiatives.

Ford reports solid Q1 earnings, eyes EV market profitability

Ford Motor Company's Q1 earnings call highlighted strong financial performance, strategic focus on commercial vehicles and EVs, and plans for future growth. Despite pricing challenges and margin concerns for Model e, Ford remains optimistic about its outlook and growth opportunities in the EV market.

Ford raises EBIT guidance, focuses on EV profitability and differentiation

Ford's Q2 earnings call highlighted strong performance, increased EBIT guidance, and a strategic focus on EVs and software. The company is navigating challenges in pricing pressure and cost factors while capitalizing on opportunities in EV differentiation and customer value.

Ford reports mixed Q3 results, targets 8% margin through EV focus

Ford's Q3 performance showed mixed segment results, with Ford Pro strong, Model e facing losses, and Ford Blue improving EBIT. The company aims for an 8% margin by aligning EV prices with ICE vehicles through cost reductions.
Challenges include strikes impacting guidance, pricing pressures on EVs, and affordability concerns. Opportunities lie in EV investment strategy, software services growth, and strategic bets on ICE and HEV products for market flexibility.
Ford's strengths include a robust EV strategy, commitment to quality, and confidence in product innovation. The company faces challenges in warranty costs, hybrid margins, and transitioning customer preferences to EVs.

Ford Motor Company reports strong 2023 performance amidst EV challenges

Ford Motor Company's 2023 performance reflects strong revenue growth and profitability, with a focus on quality improvements and EV strategy. Challenges include profitability concerns in the EV business and meeting margin targets. Opportunities exist in optimizing costs, enhancing customer experience, and capitalizing on EV sales growth.

Ford Motor Company reports solid Q1 performance and focuses on cost reduction and strategic launches

Ford Motor Company's Q1 2024 earnings call highlighted strong performance, quality progress, and growth in key segments. The company is focused on cost reductions, strategic launches, and aligning EV pricing with consumer value. Challenges in the Model e segment are being addressed with inventory management and cost reduction efforts.

Ford excels in Q2 earnings, eyes growth in Ford Pro and EVs

Ford's Q2 performance reflects a strong focus on high-margin businesses, solid revenue growth, and a robust balance sheet, positioning the company for future success.
While facing challenges such as declining auction values and market uncertainties, Ford's strategic strengths in Ford Pro, EVs, and software technology offer avenues for growth and adaptation.
With opportunities in Ford Pro revenue growth, EV expansion, and global partnerships, Ford is poised to leverage its strengths and navigate challenges to drive continued success.

Ford Motor Company reports solid Q3 performance and outlines EV strategy

Ford Motor Company's Q3 2024 earnings call highlighted steady performance, with a focus on cost reduction, EV strategy, and global operations restructuring. The company faces challenges in moderating margins, addressing warranty improvements, and accelerating cost reduction efforts. However, opportunities lie in leveraging strategic advantages in the EV market, optimizing costs, and expanding repair services.

Revenue

Cost of revenue

Gross profit

Operating expenses

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

General Motors

GM stock caught an upgrade to Buy at Mizuho. GM shares also were started with a Buy rating at HSBC.

Buy GM Stock, Not Ford, Says Wall Street

Tesla

The Energy Department has released guidelines that impact EV tax credits in 2024 and beyond.

Will Ford and Tesla Qualify for EV Tax Credits Under New Battery Rules?

Rivian's R1T has been well-regarded, and deliveries are on the rise. Ford's F-Series has been the best-selling truck for 46 consecutive years.

Will Ford Fix Its EV Problems in a Flash?

Ford (F) now expects full-year 2023 adjusted EBIT in the range of $10-$10.5 billion, including a $1.7 billion strike-related loss.

Ford (F) Updates Outlook After Ratification of Labor Contract

Rivian Automotive

What will electric truck buyers pick? A Cybertriuck, an F-150, a Silverado, or a Rivian R1T.

Cybertruck Is Here. How It Stacks Up Against Ford, GM, and Rivian.

Ford Motor Company's stock has fallen significantly due to operational risks and concerns about its growth prospects. It looks like the majority of speculators are bearish on Ford. Due to the enormous negativity that has surrounded the company over the past few months, the stock has become oversold and undervalued, in my view. There's a sign that the UAW strike likely had a less meaningful impact on production through October than previously expected.

Ford: Everyone Is So Bearish, I'm Getting Bullish

Ford CFO John Lawler on Thursday revealed the automaker lost $1.7 billion in profits due to the United Auto Workers union's weekslong strike against the company.

Ford says UAW strike cost company $1.7 billion in lost profits

Dick's Sporting Goods

Despite the big rally this November, there are still plenty of stocks that are undervalued, with many securities looking downright cheap at current levels. While the upturn in equities is starting to broaden out beyond technology, there are still many areas of the market that have yet to be lifted by the rising tide.

3 Cheap Stocks to Buy Today

Ford Motor Company (NYSE:F ) 2023 Barclays Global Automotive and Mobility Tech Conference Call November 30, 2023 10:10 AM ET Company Participants John Lawler - Chief Financial Officer Conference Call Participants Dan Levy - Barclays Dan Levy John Lawler, CFO of Ford, very topical. A lot of things to discuss.

Ford Motor Company (F) 2023 Barclays Global Automotive and Mobility Tech Conference (Transcript)

Ford's senior management gave investors a vital update on its strategy.

What's Going on With Ford Stock?

Salesforce

U.S. equities were mixed at midday as a report showed the Federal Reserve's favored measure of inflation eased to its lowest level since 2021, boosting optimism policymakers won't raise interest rates further to fight inflation. The Dow rose, but the S&P 500 and Nasdaq were lower.

Midday Movers: Ford Slides, Salesforce Soars

Ford Motor Co is intensely focused on reducing costs across the business, from commodities, labor and warranties to the design of its third-generation electric vehicles, a top executive said Thursday.

Ford targets 'meaningful changes' in cost and quality -CFO

Ford (F) shares fell over 1% in early trading Thursday after the company reinstated its 2023 guidance.

Ford Shares Fall After Reinstating Guidance Following UAW Strike

Ford Motor Co (NYSE: F) says its recent agreement with the United Auto Workers will cost about $900 per vehicle or $8.8 billion in total. Its shares are down 1.0% at writing.

Ford reinstates guidance – says UAW deal will cost $8.8 billion

Ford has reinstated full-year guidance, after pulling its outlook amid a lengthy United Auto Workers strike in the US.  The Michigan-headquartered vehicle manufacturer said it now expects full-year adjusted earnings before interest and tax of $10.0 billion to $10.5 billion.

Ford reinstates guidance and says strike cost $1.7bn

When Ford Motor Co. (NYSE: F) reported third-quarter results in late October, the company also withdrew its previous guidance, citing pending ratification of an agreement with the United Auto Workers union.

Hope Springs Eternal: New Guidance From Ford (F)

With UAW negotiations wrapped up, Ford has issued 2023 financial guidance. It's better than feared.

Ford Issues Guidance and It's Really Good. The Stock Is Rising.

Shares of Ford Motor Co. F, +2.12% rallied 1.5% toward a one-month high in premarket trading Thursday, after the automaker provided full-year guidance for profitability and free cash flow, after withdrawing guidance in October due to the labor strike. The company now expects 2023 adjusted earnings before interest and taxes of $10.0 billion to $10.5 billion, compared with guidance provided in July of between $11 billion and $12 billion.

Ford stock rallies after reinstating 2023 guidance, with FCF above current expectations

Ford Motor Co on Thursday forecast a lower adjusted earnings before interest and taxes for the full year to account for costs from its new labor deals.

Ford forecasts lower 2023 adjusted EBIT

DEARBORN, Mich.--(BUSINESS WIRE)--Ford has a new, post-strike outlook for full-year 2023 operating results – and absolute confidence in and commitment to the long-term potential of its Ford+ plan to generate growth and value. Those are the primary messages that Ford CFO John Lawler will deliver in remarks this morning at the Barclays Global Automotive and Mobility Tech Conference. Lawler is scheduled to speak at 10:10 a.m. ET in a session hosted by Barclays analyst Dan Levy. Ford withdrew 2023.

Ford Provides Guidance for Full-Year 2023 Operating Results; CFO Lawler Today Will Reiterate Ford+ is ‘Right Strategy to Win'

Stellantis N.V. 

General Motors Co (NYSE:GM) stock is pacing the New York Stock Exchange (NYSE) today, last seen up 9.3% to trade at $31.58, on track for its best single-session gain since January 2021.

Auto Stock Racing Toward Best Day Since 2021

U.S. carmakers are slated to report their November new-auto sales in the next few days, with Wall Street expecting a surge for the month as sales growth outweighed a slight decline in transaction prices.

U.S. November new-car sales seen surging about 10%

The EV pioneer has an extravaganza planned for Thursday. It's speeding into GM and Ford territory.

Tesla Will Go Down After the Cybertruck Launch. And Ford and GM?

Realty Income Corp

Upstart Holdings

Realty Income's business has been doing well this year, but investors remain hesitant on REITs due to rising interest rates. Upstart Holdings is experiencing a sharp decline in demand, as borrowers aren't eager to lend right now.

3 Stocks That Could Soar in 2024 if the Fed Cuts Interest Rates

TORONTO--(BUSINESS WIRE)--“It's time for the Ford government to help workers who need to be able to negotiate better living standards for themselves and their families.”.

News for Ford Motor Company Stock (F)