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

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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

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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

Southwest Airlines

TEGNA

When the stock market gets rocky, dividends can provide a steady stream of income. And when those dividends come from companies with a bright future, that's a win-win for investors.

Looking For Price Gains With Your Dividend? Analysts Are Bullish On These 3 Dividend Payers - Predicting 50%+ Upside

Canada Goose Holdings

Tesla

Amazon

Chipotle

Deckers Outdoor

Netflix

The third-quarter earnings parade continues. According to data compiled by FactSet, 73% of S&P 500 listed companies have reported better-than-expected earnings, and 66% have announced better revenue than had been anticipated among professional analysts.

Q3 Earnings Winners and Losers: 3 Stock Duds and 4 Studs

S&P Global Ratings upgraded Ford Motor Co.'s rating to BBB- late Monday, restoring it to investment grade after it was lowered into junk in 2020. “We expect Ford Motor Co.'s F, -1.94% EBITDA margins will exceed 8% (ourpreviously stated target) with adequate cushion in 2024 and 2025 given strong momentum in its commercial vehicle franchise and gradual cost reduction,” the rating agency said in a statement.

S&P Global upgrades Ford's rating and restores it to investment grade

General Motors

Stellantis N.V. 

Fain and the union are clear winners at the end of bargaining, but others like Tesla and President Joe Biden may also come out ahead.

Winners and losers of the UAW talks with GM, Ford and Stellantis

Stellantis looks set to emerge from the six-week UAW strike with less damage than Ford and General Motors.

Stellantis Sees a Smaller Hit From UAW Strike Than Ford and GM. The Stock Rises.

Ford's shares dropped over 12% after the company withdrew its guidance for FY 2023, due to short-term earnings uncertainty. Despite the short-term impact of the labor agreement, Ford has a strong electric vehicle line-up and benefits from strong demand. Ford's long-term EV strategy -- to generate an annual production volume of 2M units with an adjusted EBIT margin of 8% -- is not affected.

Ford: The Market's Overreaction Creates A Buying Opportunity (Rating Upgrade)

The United Auto Workers won at least partial victories on many of the key demands that led to the six-week strike against Ford, General Motors and Jeep maker Stellantis.

UAW says strike ‘won things no one thought possible' from automakers. Here's what they got, and what they didn't.

EV stocks to watch in the stock market this week.

2 EV Stocks To Watch In November 2023

Ford Motor Co said on Monday it would add over 15,000 of Tesla's Superchargers to its electric vehicle charging network, up from its earlier estimate of 12,000 chargers.

Ford to add more Tesla EV chargers to its network

Bank of America

Morgan Stanley

As many as 120 S&P 500 stocks have tumbled by over 20% since the end of July. Investors' fears about higher interest rates and a bond-market crash have fueled the sell-off.

Ford, Bank of America, and Morgan Stanley are among the 120 S&P 500 stocks that have plunged over 20% since the end of July

The United Auto Workers on Sunday laid out key parts of the union's tentative 4 1/2-year contract with Ford Motor , which will end a divisive strike if approved by members.

Highlights of UAW deal with Ford

The 4 ½-year tentative agreement will now be rolled out to 57,000 UAW-Ford members for regional informational meetings and then voting, the union said Sunday

UAW deal with Ford includes $8.1 billion in investments, $5,000 ratification bonuses

The electric vehicle push by Ford and General Motors cut into both companies' profit margins which has the automakers revising some of their EV plans to rein in costs.

EVs create profit potholes for major US automakers GM, Ford

The United Auto Workers union is starting its internal ratification process for its tentative deal with Ford while the union expands its strike against GM, citing a lack of progress.

UAW to start ratification process for Ford contract as GM talks continue

United Auto Workers President Shawn Fain is scheduled to meet Sunday afternoon with local union leaders from Ford to start the process of ratifying a new contract, while bargaining continues at General Motors following a setback Saturday.

UAW leaders push ahead with Ford contract as GM talks drag

Ford's stock dropped 12% after it gave its future away to the UAW and delayed EV product plans.

Ford's Stock Destroyed

Ford shares tumbled Friday after the company withdrew its full-year forecast and reported greater losses than expected in its electric vehicle division.

Ford stock plunges 12% on news of wider EV losses

XPeng

The electric vehicle (EV) market has a high-growth potential that seems to be increasingly favorable in comparison to gas-fueled cars. Last quarter alone, more than 300,000 EVs were sold in the United States.

3 Exciting EV Stocks to Buy for 100% Returns

Ford Motor Company (NYSE:F ) Q3 2023 Earnings Conference Call October 26, 2023 5:00 AM ET Company Participants Lynn Antipas Tyson - Executive Director, Investor Relations Jim Farley - President and Chief Executive Officer Peter Stern - President, Ford Integrated Services John Lawler - Chief Financial Officer Conference Call Participants Adam Jonas - Morgan Stanley John Murphy - Bank of America Merrill Lynch Dan Levy - Barclays Rod Lache - Wolfe Research Emmanuel Rosner - Deutsche Bank Operator Good day, everyone. My name is Gary, and I will be your conference operator today.

Ford Motor Company (F) Q3 2023 Earnings Call Transcript

Ford Motor Co. faces a $1.3 billion profit loss due to a 41-day strike at its Kentucky plant. The United Auto Workers union demanded higher wages and an end to tiered wages based on seniority. The strike has led to concerns about the future of Ford's BEV business and the competitiveness of UAW operations.

Ford: Profit Hit Hard By Strike, Withdraws Financial Guidance, Slows EV Spending

Ford (F) shares tumbled over 11% in intraday trading Friday after the automaker's third-quarter earnings fell short of analysts' expectations, as the company slows electric vehicle (EV) investments and the tentative United Auto Workers (UAW) deal threatens to increase future labor costs.

Ford Shares Tumble Amid Concerns About EV Slowdown and Higher Costs Following UAW Strike

Mercedes-Benz Group AG

Ford, General Motors and Mercedes-Benz all responded to concerns over waning demand for electric vehicles this week, as automakers navigate the EV push.

Ford, GM, Mercedes come clean on EV demand weakness

Ford and the UAW have reached a significant labor agreement after a six-week strike, pending approval from union leadership. The new deal will materially impact Ford's bottom line, and investors need to look at the big picture to understand the full implications of this deal on the auto sector. In this analysis, I highlight some of the major investor concerns regarding Ford, including potential cost implications, hindrance to EV ambitions, international competition, and uncertainty surrounding the UAW agreement.

Ford Stock: I Am Going Against The Grain, Again

Revenue soared in Ford's EV segment in the most recent quarter, but so did losses. Ford will be facing increased costs from a new labor contract.

Why Ford Stock Tanked Friday

Ford Motor Company (NYSE:F) shares dropped nearly 10% Friday on the heels of disappointing third quarter results and a tentative deal with the United Auto Workers to end its strike.  Ford reported adjusted earnings of $0.39 per share on revenue of $41.18 billion, missing Street expectations of $0.45 per share on revenue of $41.22 billion.

News for Ford Motor Company Stock (F)