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

ChargePoint Holdings

EVgo

General Motors

Tesla

There's a groundswell forming to expand and improve the U.S. charging landscape for EVs, but experts agree there's a long road ahead.

EV charging needs big improvements soon if the auto industry's transition is going to work

Stellantis N.V. 

General Motors (GM), Ford (F) and Stellantis (STLA) stocks slide as the impasse with UAW workers lingers on.

General Motors (GM), Ford (F), Stellantis (STLA) Dip on UAW Strike

The United Auto Workers union said it would begin striking at more plants if no serious progress is made by noon on Friday in negotiations with the Big Three U.S. automakers.

UAW vows to strike at more US auto plants if progress not made by Friday

UAW President Shawn Fain said the union will call on more members to join the strike unless there's a breakthrough in negotiations by Friday.

Ford and GM Stocks Down. UAW Just Threatened This.

Bayerische Motoren Werke AG

Subscribe to Callaway Climate Insights to keep reading this post and get 7 days of free access to the full post archives.

Ford's Chargescape grid platform with BMW, plus climate threat to German beer

Uncertainty will be the most powerful weapon wielded by US auto workers, industry watchers said as the first ever simultaneous strike by Detroit's "Big Three" looks set for the long haul.

US auto workers eye expanded strike as talks continue

Lucid Group

Nikola

Rivian Automotive

A new report from short-selling research firm S3 Partners shows how much money is being bet against automotive stocks.

Tesla Is the Most Shorted Car Stock. These Auto Makers Are Second and Third.

Experts on unions and the industry said the U.A.W. strike could accelerate a wave of worker actions, or stifle labor's recent momentum

Strike Is a High-Stakes Gamble for Autoworkers and the Labor Movement

Strikes targeting the Detroit “Big 3” could maximize disruption and uncertainty, while putting long-term competitiveness at risk. With the expiration of labor contracts on September 14, the United Auto Workers (UAW) union launched targeted strikes against all three Detroit automakers: General Motors, Ford and Stellantis.

High Stakes For U.S. Automakers

Canada's Unifor union said late on Monday that contract negotiations with Ford Motor were continuing and advised members to remain on shift unless they received explicit instructions from the union indicating otherwise.

Canadian union says negotiations with Ford are continuing

The timing of the additional plants would come just over a week after the union announced targeted strikes at assembly plants of about 12,700 autoworkers.

UAW will strike additional U.S. auto plants if 'serious progress' isn't made by noon Friday

United Auto Workers President Shawn Fain said Monday that if the union has not made substantial progress toward reaching an agreement with the Big Three automakers by Friday at noon Eastern time, it is prepared to call for additional strikes. About 13,000 auto workers from three UAW plants in three different states are currently on strike at Ford Motor F, -2.14%, General Motors GM, -1.80% and Stellantis STLA, -1.61%, and the union has said it is prepared to call on more workers to walk off their jobs if necessary.

UAW sets deadline for further possible strikes

Unifor, the union representing Canada's autoworkers, is continuing to bargain with Ford Motor Co ahead of the strike deadline of 11:59 PM EDT on Monday night.   The union stated they made some progress at the bargaining table over the weekend but remain far apart on many issues, noting it has rejected the first two offers from Ford.

Unifor autoworkers poised to strike at Ford Motor as deadline looms

The strike by auto workers won't hurt the U.S. in the short run, but a months-long dispute could sting the economy and potentially stall the Federal Reserve's fight to tame inflation.

UAW auto strike looms large for inflation and economy

Wages remain focal point, and investors already are sizing up the potential hits to the automakers' bottom lines.

Talks Set to Resume in Detroit Amid Threat of Expanding Strike

UAW President Shawn Fain said the union and Ford, General Motors and Stellantis remain "far apart" on several issues with the strike in its fourth day.

UAW president downplays White House involvement in strike talks

Ford, which is already grappling with a strike by some union members in the U.S., now faces a potential strike from Canadian autoworkers at midnight Monday.

Ford faces potential Canadian autoworker strike

Auto workers at the Detroit 3 carmakers are on strike. The work stoppage is costing Gm and Ford at least $100 million per week, Goldman Sachs estimates.

Ford and GM could be losing $100 million every week with union workers on strike

Tesla could benefit from the UAW's strike against Ford, General Motors and Stellantis, giving the EV giant a leg up on its closest U.S. competition.

UAW Strike Drives Wedge Into Fractured U.S. Auto Industry, Could Tesla Come Out On Top?

United Auto Workers (UAW) President Shawn Fain snubbed Ford Executive Chair Bill Ford.

Bill Ford's $17 Million Payday

The United Auto Workers' strike against General Motors, Ford and Stellantis has entered its third day. Follow here for the latest.

Autoworkers strike enters its fourth day. Now automakers face another walkout

The stocks of the Big Three automakers moved lower early Monday, as workers continued their strike for higher pay and other benefits. General Motors Co.'s and Ford Motor Co.'s stocks were down 0.4%, while Stellantis N.V.

GM, Ford and Stellantis' stocks fall as workers continue strike

The UAW strike is the first to be carried out simultaneously against the Big Three of Ford, General Motors and Stellantis as the union pushes for higher pay for its members.

UAW strike against Big Three automakers enters fourth day

The United Auto Workers strike against the Detroit Three automakers enters its fourth day on Monday as both sides try to hammer out deals to avoid costly disruptions to more plants.

UAW and automakers GM, Ford and Stellantis try to reach deal before strike widens

United Auto Workers President Shawn Fain rejected Stellantis' offer of a 21% pay increase. Auto makers have responded to the strikes with temporary layoffs.

News for Ford Motor Company Stock (F)