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

Ford's quarterly update showed robust growth in sales and profits yet again.

How Long Can the Good Times Last for Ford Stock Investors?

I am downgrading Ford stock due to headwinds in the EV industry, including slowing EV adoption and growing losses in the Ford e segment. Ford expects to make a loss of $4.5 billion in FY 2023 on its electric vehicle operations, showing a 50% increase over the previous forecast. Ford's 600 thousand annual EV production goal was pushed out one year into the future.

Ford's Q2: Why I Am Downgrading To Hold

Ford has recalled more than 870,000 of its full-sized F-150 trucks because the electronic parking brake could engage unexpectedly at any time, including while the vehicle is being driven. That could cause a loss of control and possibly a crash.

Ford recalls 870,000 F-150 trucks for unexpected parking brake application

General Motors

Tesla

Recently reported results of several electric vehicle (EV) makers indicated that EV sales have been resilient so far this year, despite persistent macroeconomic challenges. Government incentives and price cuts by most EV makers have driven higher volumes.

Which EV Stock Is an Attractive Pick at Current Levels?

Exxon Mobil

Oil major Exxon Mobil is in talks with Tesla , Ford Motor , Volkswagen and other automakers to supply lithium, Bloomberg Law reported on Monday citing people familiar with the matter.

Exxon Mobil in talks with Tesla, Ford to supply lithium - Bloomberg Law

Deckers Outdoor

Hershey

Earnings season is in full swing, and so far, the quarterly prints have been better than expected. With nearly half of the companies in the S&P 500 index having reported their second-quarter results, 80% have exceeded Wall Street consensus forecasts for their earnings per share, according to a report from JPMorgan Chase (NYSE: JPM ).

3 Cheap Growth Stocks That Smart Investors Will Snap Up Now

Ford was the latest in Wall Street's firing line, with the stock falling despite better-than-anticipated earnings.

Ford Earnings Call Reflected Strong Results, But EV Losses In The Billions For Second Quarter

Jefferies downgraded Ford Motor Co (NYSE:F) to "hold" from "buy" before the bell this morning, with a price-target cut to $15 to $17.

Ford Stock Downgraded on Product Strategy Change

You don't usually see a stock's price go off a cliff after an earnings beat and an increase in guidance, but that's precisely what happened to Ford Motor Co. NYSE: F after its second-quarter report.

Despite Promising Q2 Report, Ford's EV Business Faces Challenges

Shares of Ford Motor Co. slumped Monday, after Jefferies analyst Philippe Houchois downgraded the auto maker with “with a heavy heart,” just two months after he had turned bullish.

Ford stock falls after rating cut on worse EV losses, ‘strategic wobble'

Jefferies analyst Philippe Houchois downgraded Ford stock to Hold from Buy. His price target went to $15 a share from $17.

Ford Stock Catches Downgrade. Chrysler Is the Best Bet, Says This Analyst.

Ford Motor Co. F, -3.42% has acknowledged in a letter to the National Highway Safety Administration a safety recall of 870,701 F-150 trucks equipped with a single exhaust system. Ford said the rear axle housing may damage the wiring harness, causing the electric parking brake to activate unexpectedly while driving, increasing the risk of a crash.

Ford recalls nearly 900,000 F-150s for faulty electrical parking brakes that could activate while driving

Ford Motor Company is set to lose a projected $4.5 billion from electric vehicles (EVs) this year, despite massive profits from other sectors of the company.

Ford set to lose $4.5 billion on electric vehicles this year, despite increased revenue

Ford is recalling thousands of F-150 trucks over a potentially dangerous parking brake malfunction. At least 19 drivers said the parking brake activated while they were driving, the company said.

Ford is recalling 870,000 F-150 trucks after customers reported their brakes activated while driving

Just as I stated in my previous Ford Motor Company article, CEO Jim Farley's aggressive guidance has come back to bite shareholders. What's more, the highly bold and confident Farley's guidance caused a rapid rise in the stock, which is unraveling as we speak. In the following piece, I detail the plight Ford and Farley may face in the coming months.

Ford Falls As Farley Fumbles Once Again

Ford Motor Company is conducting a recall of certain 2021-2023 F-150 trucks due to to a wiring-related problem. It affects over 870,000 vehicles.

Ford recalls over 870,000 F-150 trucks in US

Ford's internal combustion vehicles are in high demand. Price cuts should boost the automaker's EV sales.

Ford Expects to Lose $4.5 Billion on Its Electric Vehicles in 2023. Here's Why Ford Stock Is Still a Buy.

Stellantis N.V. 

Toyota Motor

The U.S. government is proposing an 18% increase in the requirement for new-vehicle fuel economy beginning with the 2027 model year and fully enforced by the 2032 model year.

Feds propose 18% fuel-economy increase — to 43.5 MPG — for new vehicles by 2032

Biogen

Cincinnati Financial

Enphase Energy

Intel

U.S. equities rallied on Friday, July 28, 2023 after a report showing inflation cooled in June, and the S&P 500 rose 1%.

S&P 500 Gains and Losses Today: Stocks Jump as Inflation Cools

Ford Motor Company shares tumbled as the carmaker warned that EV adoption is proving slower than anticipated, and hundreds of thousands of its popular F-150 trucks were recalled.

Ford Shares Fall on EV Warning, F-150 Recall

Ford's hybrid hype runs counter to recent messaging from the Detroit automakers, which have touted the performance and popularity of all-electric favorites.

As Ford loses billions on EVs, the company embraces hybrids

Ford Motor Co.'s better-than-expected quarterly earnings and raised guidance posted on Thursday were overshadowed by a delay in a key milestone for its electric vehicle production, sending the stock down more than 4% on Friday.

Ford's bonds join the stock in coming under pressure after company shifts EV production goal

Ford (F) now projects 2023 adjusted EBIT and FCF in the range of $11-$12 billion and $6.5-$7 billion, higher than the prior projection of $9-$11 billion and $6 billion, respectively.

Ford (F) Beats on Q2 Earnings, Lifts '23 EBIT & FCF Forecast

Ford needs more time to hit its EV production targets as demand changes. Tesla's price war has made it harder to make money on EVs.

Ford is going to miss its original EV production goals. Tesla's price war is to blame.

The headline numbers for Ford Motor Company (F) give insight into how the company performed in the quarter ended June 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

News for Ford Motor Company Stock (F)