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

The deal, subject to approval by union members, could ease the way for deals with General Motors and Stellantis and end a growing wave of walkouts.

U.A.W. and Ford Negotiators Reach Accord on Contract Terms

The United Auto Workers union has been on strike for more than a month demanding wage increases and annual cost-of-living adjustments, among other changes.

UAW Poised To Announce Tentative Labor Deal With Ford

Ford Motor and the negotiators of the United Auto Workers (UAW) union have reached a labor deal, pending union leadership approval, CNBC reported on Wednesday.

Ford, UAW negotiators reach labor deal - CNBC

The sides participated in intense bargaining Tuesday and Wednesday in an attempt to finalize a record deal for 57,000 union-represented workers at Ford.

Ford, UAW inch closer to a deal to end labor strikes as talks intensify

Researching Ford stock's dividend metrics? You're not alone.

Ford Stock Dividend Analysis: What Investors Should Know

Production at a Ford Motor Company engine plant in Canada could halt by next Wednesday if there are no changes to a United Auto Workers strike in Kentucky, a Canadian union representative told Reuters.

Ford Canada plant could halt output next week due to US auto strike -union official

The UAW reportedly made a counter-offer to Ford that proposes a 25% general wage increase over the life of a new four-year contract.

UAW, Ford nearing a deal that could end strike after raising pay offer

Ford Motor Co. is set to update investors on Thursday after the bell on its third-quarter profit and revenue amid growing concern about the ongoing autoworkers strike and its impact on Ford's end of the year.

Ford earnings: What to expect from the carmaker as UAW strike continues

Harley-Davidson

Lear

Oshkosh

F, HOG, LKQ, OSK, and LEA are slated to release their Q3 results tomorrow. Our model anticipates an earnings beat for all companies except LKQ.

Auto Stocks' Q3 Earnings Lineup for Oct 26: F, HOG & More

Amazon

Intel

United States Steel

Before U.S. markets open on Thursday, the U.S. Bureau of Economic Analysis will release its first estimate of third-quarter gross domestic product (GDP).

Earnings Previews: Reports Coming Thursday Afternoon from Amazon, Ford, Intel, US Steel

Ford (F) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Is a Surprise Coming for Ford (F) This Earnings Season?

Ford Motor Company's aggressive plans and investments in EVs have left them at the mercy of the UAW, creating a lose/lose situation. The UAW's demands, including workers at the new EV battery facility being included in the contract, are unrealistic and out of Ford's control. Ford's upcoming earnings report is a no-win situation, as beating expectations will embolden the UAW and missing expectations will not rally the stock. Dividend cut is also likely.

Ford: Mission Impossible

The Ford earnings report comes amid an escalating and costly UAW strike, which led GM to withdraw its full-year outlook.

Ford Earnings To Rebound. Will It Be The Next Auto Giant To Yank Guidance?

Expected higher year-over-year growth in global wholesale shipments and adjusted EBIT from both segments will likely positively impact Ford's (F) upcoming results.

Ford's (F) Q3 Earnings to Get a Boost From Blue and Pro Segments

Detroit's automakers, including Ford, GM, and Stellantis, have been competing to invest in and produce battery electric vehicles (BEVs). Ford is facing challenges with its BEV production goals, including potential cancellations and falling sales of BEV trucks. Falling consumer demand for EVs and engineering difficulties also affected other automakers, such as GM and Lucid Group.

Ford Losing Some Battery EV Enthusiasm, Which Could Be Good For The Stock

General Motors

Stellantis N.V. 

The United Auto Workers' strike against Detroit automakers Ford, General Motors and Stellantis has cost the U.S. economy more than $9 billion so far, the latest data shows.

United Auto Workers strike: Cost to US economy tops $9 billion

Ford is facing challenges including supply-chain issues and a disruptive UAW union strike, but worse news is on the horizon. The possibility of a recession is a major concern for Ford's sales and income, with a variety of indicators pointing at an impending U.S. economic downturn. Ford historically performs very poorly during recessions, with sliding auto demand and rising loan defaults impacting profitability and shareholder value.

Ford: Forget The UAW Strike, Worry About A Recession

American Airlines

Delta Air Lines

Ferrari

Toyota Motor

Tesla

United Continental Hlds

The transportation industry is big business and generates billions upon billions of dollars annually. The movement of people and goods via planes, trains and automobiles is increasingly complicated and sophisticated in our global, interconnected world.

7 Transportation Stocks That Are Changing the Way We Move

Shares of U.S. automakers Ford Motor and General Motors slipped about 1% each in morning trade on Monday after the United Auto Workers (UAW) union warned of more walkouts unless a new labor deal is reached.

GM, Ford slip after UAW warns of more walkouts, analysts say deal is close

Barron's recently pointed out that the striking United Auto Workers (UAW) may press Ford to eliminate its dividend.

Will Ford Drop Its Dividend?

The Zacks Consensus Estimate for Ford's (F) Q3 earnings is pegged at 40 cents a share, suggesting a year-over-year growth of 33.3%.

Ford (F) Lines Up for Q3 Earnings: A Peek at Key Predictions

GM and Ford report third-quarter earnings and future guidance this week amid ongoing strikes and contract negotiations with the United Auto Workers union.

GM and Ford will answer to Wall Street and the UAW with third-quarter earnings this week

United Auto Workers (UAW) President Shawn Fain said "serious" progress was made in negotiations with General Motors (GM) and Stellantis (STLA), but not Ford (F), as the union's stand up strike, which called approximately 34,000 UAW members to participate in walkouts, reaches its fifth week.

UAW Reports Progress With GM and Stellantis Talks But Not Ford, Warning of More Walkouts

General Motors, Ford Motor and Stellantis have offered proposals that include 23% hourly pay increases during the terms of the four and a half-year deal.

News for Ford Motor Company Stock (F)