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 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

General Motors

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.

Ford hit with price target drop after lackluster 3Q, but the end of the autworkers' strike could turn things around

Ford Motor Co.'s stock tumbled 10% Friday after weaker-than-expected quarterly earnings and the withdrawal of guidance, adding to the recent selling pressure on its high-yield bonds.

Ford's junk bonds fall along with stock after weak earnings and electric vehicle loss

Given the uncertainty associated with the ongoing UAW strike, Ford (F) pulls out guidance for 2023.

Ford (F) Misses on Q3 Earnings, Withdraws 2023 Guidance

Ford's results fell short of Wall Street's estimates and amplified investors' worries about costs and quality, and demand for the company's EVs.

Ford shares fall 9% after earnings underline worries about costs and EV plans

Ford said sales grew by double digits in the third quarter. A jump in EV sales only led to higher losses, though.

Down 25%, Is Ford Stock a Buy Now?

Ford Motor Co. NYSE: F shares traded lower on October 27 after the automaker released third-quarter results, with the headline news being a more measured approach to electric vehicle production.

Ford charts new path for EVs with focus on cost efficiency

A lot of what the legacy auto maker is doing in its EV business is similar to Tesla.

Ford CEO Sounds A Lot Like Elon Musk. It's Not Helping the Stock.

Shares of Ford Motor Co fell 3.8% before the bell on Friday, after the automaker reported wider losses from its electric-vehicle (EV) business due to pressure from a price war sparked by industry leader Tesla.

Ford shares fall after pulling full-year forecast, wider EV losses

Ford's gas-engine business is also costing more than it should—a difference from crosstown rival General Motors that investors are ignoring at their peril.

Ford's Cost Problem Isn't Just About EVs

Canoo

Hertz

VinFast Auto Ltd

The electric vehicle (EV) industry is seeing major challenges as concerns among investors, industry players, and policymakers shift. Most EV stocks, including Tesla (TSLA), Canoo (GOEV), Nio, and VinFast (VFS) have all plunged recently.

Ford, Hertz warning for EVs as Canoo, VinFast, Nio stocks sink

Executive Chair Bill Ford and Chief Executive Jim Farley expressed concern that a highly favorable contract with the United Auto Workers (UAW) union could deeply wound Ford Motor Co.

Ford's EV Future Disappears

Ford has slashed its electric vehicle investment plans by US$12 billion citing customers' refusal to pay a premium for EVs as the reason. Denying it was watering down its plans, Ford insisted it was just adjusting the pace of its transition and assessing when and how much capacity it might need.

Ford slashes EV investment plans citing customer resistance

While the top- and bottom-line numbers for Ford Motor Company (F) give a sense of how the business performed in the quarter ended September 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Here's What Key Metrics Tell Us About Ford Motor Company (F) Q3 Earnings

Ford Motor Company stock has declined by about 10% since the UAW strike began, trading at around $11. Despite the tentative agreement reached with the UAW earlier this week, Ford stock slid further, highlighting the impact of Ford's disappointing EV outlook coming out of the Q3 earnings release. Increasingly clouded visibility on Ford's EV strategy and ongoing UAW risks are likely to keep pressuring the stock's performance ahead.

Ford's Disappointing Q3 EV Performance Overshadows Prospects Of A UAW Relief Rally

Ford Motor Company (F) came out with quarterly earnings of $0.39 per share, missing the Zacks Consensus Estimate of $0.40 per share. This compares to earnings of $0.30 per share a year ago.

Ford Motor Company (F) Q3 Earnings Miss Estimates

Ford is delaying about $12 billion in planned investments on EVs, including delaying construction of a second battery plant with joint venture partner SK On due to softening demand for higher priced premium electric vehicles.

Ford delays $12B in EV investments as automaker wrestles with demand

Ford Motor Company (NYSE:F) shares slid more than 4% after hours Thursday, as the automaker's third-quarter results made clear the impact of the United Auto Workers strike — a day after the two sides reached a tentative agreement.  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.

Ford misses 3Q expectations, withdraws full-year guidance following a tentative deal to end UAW strike

Ford said customers in North America are unwilling to pay a premium for an EV.

Ford will postpone about $12 billion in EV investment as buyers become more cautious

Stellantis N.V. 

The costly United Auto Workers (UAW) strike against Ford (F), General Motors (GM), and Stellantis (STLA), could complicate the Big Three automakers' already difficult transition to electric vehicles (EVs).

UAW Strike Could Threaten Ford, GM, and Stellantis' Already-Tough Transition to EVs

Advanced Micro Devices

Coca-Cola

Investors should know a covered call is an interesting investment strategy. With most stocks, you can buy and sell option contracts, which are leveraged positions — one option contract represents 100 shares in said company.

News for Ford Motor Company Stock (F)