Ford (F) reported fourth-quarter 2024 adjusted earnings per share of 39 cents, which surpassed the Zacks Consensus Estimate of 34 cents and rose from 29 cents recorded in the year-ago quarter. The company’s consolidated fourth-quarter revenues came in at $48.2 billion, up 5% year over year. F’s total automotive revenues came in at around $44.9 billion, topping the Zacks Consensus Estimate of $43.5 billion and higher than $43.3 billion generated in the year-ago quarter.Stay up-to-date with the quarterly rele ...

Yesterday Ford (NYSE: F ) reported its Q4 and FY 2024 earnings results. In this article I will go over the company's earnings, its guidance and what it means for the stock. After Q4, I think that the company'sGraduated from one of the top business schools in Europe with an MSc in Finance and passed CFA level 1 in May of 2024. I focus on stocks with a strong competitive advantage and a strong management team. I am currently revising my own portfolio and own 9 stocks as well as some ETFs. After revision I aim ...

Ford Stock Falls. CEO Says Trump Tariffs Will Damage U.S. Auto Industry. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K ☑ Annual report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2024 or ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from __________ to __________ Commission file number 1-3950 Ford Motor Company (Exact name of Registrant as specified in its charter) Delaware 38-0549190 (State of incorporation) (I ...

Financial Data and Key Metrics Changes - Ford's global revenue reached an all-time record of $185 billion, marking the fourth consecutive year of top-line growth [6][35] - Adjusted EBIT for the year was $10.2 billion with a margin of 5.5%, while adjusted free cash flow was $6.7 billion, achieving a cash conversion rate of 65% [36] - The company ended the year with over $28 billion in cash and nearly $47 billion in liquidity [36] Business Line Data and Key Metrics Changes - Ford Pro's revenue increased by 15% to $67 billion, with EBIT of $9 billion and a margin of 13.5% [39] - Model e experienced a 35% reduction in revenue and a 9% decline in wholesales due to industry pricing pressure, with EBIT of $1.4 billion [40][42] - Ford Blue's revenue remained flat, with EBIT of $5.3 billion and a margin of 5.2% [41] Market Data and Key Metrics Changes - The EV market is seeing increased competition and pricing pressure, with Ford's strategy focusing on affordable, high-volume vehicles [15][27] - The company noted that the industry's inventories and pricing have normalized in the ICE market, while Chinese OEMs are expanding globally [16][22] Company Strategy and Development Direction - Ford is focused on closing its competitive cost gap and improving execution and discipline on cost and quality [13][15] - The company is committed to developing a diverse range of powertrains, including hybrids and EVs, to meet customer demands [27][78] - Ford Pro is expected to drive recurring high-margin revenue through software and services, with a target of increasing the mix of software and services to 20% of Pro's EBIT [39][135] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to manage potential tariff impacts and emphasized the importance of maintaining pricing discipline [19][125] - The outlook for 2025 includes an expected adjusted EBIT of $7 billion to $8.5 billion and adjusted free cash flow of $3.5 billion to $4.5 billion [43] - Management acknowledged the challenges posed by evolving customer needs and regulatory changes but remains optimistic about the company's strategic direction [37][78] Other Important Information - Ford plans to reward shareholders with 40% to 50% of free cash flow, having paid out over $10 billion to shareholders over the past three years [37] - The company is enhancing its manufacturing efficiency through AI and data analytics, aiming for significant cost reductions [24][52] Q&A Session Summary Question: Calendarization of earnings and volume recovery - Management discussed the expected volume decline in Q1 and the confidence in recovery in subsequent quarters, with inventory levels expected to normalize [55][58] Question: EV plans and resource allocation - Management expressed confidence in their EV strategy, emphasizing the importance of affordability and the development of a flexible platform for EVs [63][67] Question: Strategic principles in uncertain times - Management highlighted the non-negotiable focus on cost reduction and the commitment to investing in affordable vehicles while maintaining profitability [76][78] Question: Cost savings drivers and visibility - Management provided insights into targeted efficiencies, particularly in material costs and warranty, and emphasized the detailed planning behind cost savings initiatives [110][112] Question: Pricing pressure and inventory concerns - Management acknowledged the risk of pricing pressure in the market, particularly in the Pro segment, and emphasized the importance of inventory discipline [118][125] Question: Ford Pro's profitability and future growth - Management discussed the resilience of Ford Pro's profits and the potential for growth through increased software and services mix [130][135] Question: Impact of potential tariffs - Management outlined the potential cost impacts of sustained tariffs and the company's ability to adapt its manufacturing strategies [138][141]

Core Viewpoint - Ford Motor CEO Jim Farley emphasizes the need for a comprehensive tariff policy in the automotive industry, particularly in light of potential tariffs on Canada and Mexico, while highlighting the existing import practices of competitors like Toyota and Hyundai [1][2][3] Group 1: Tariff Policy - Farley advocates for a thorough examination of tariff policies affecting the automotive sector, suggesting that any new tariffs should not selectively target specific countries [1][3] - The CEO points out that significant numbers of vehicles are imported from Japan and South Korea without facing the same tariffs that could be imposed on Canada and Mexico, creating an uneven playing field [2][3] - He warns that a piecemeal approach to tariffs could disadvantage domestic manufacturers and benefit foreign competitors [3]

Ford Motor on Wednesday projected up to $5.5 billion in losses on its electric vehicle and software operations this year, a loss similar to last year and a sign of the severe difficulties in cutting costs on battery-powered models.The automaker forecast overall profitability for 2025, but even that was lower than in 2024. For the fourth quarter, it reported a net profit of $1.8 billion, up from a loss of $500 million in the year-ago quarter as pension-related costs weighed on results.The company’s shares we ...

Ford Motor Company (F) reported $44.9 billion in revenue for the quarter ended December 2024, representing a year-over-year increase of 3.7%. EPS of $0.39 for the same period compares to $0.29 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $43.58 billion, representing a surprise of +3.04%. The company delivered an EPS surprise of +14.71%, with the consensus EPS estimate being $0.34.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings - ...

Delivering Ford+ Q4 & Full Year 2024 Earnings 2024 Ford Ranger Contents Delivering Ford + Page 4 - 7 Q4 Results Page 8 Full Year Results Page 9 Financials Page 11 - 19 2025 Guidance Page 21 - 23 Appendix Page 25 - 38 New 2024 Ford Puma Gen - E 2 Safe Harbor Statement And Disclosures This presentation includes forward-looking statements. Forward- looking statements are based on expectations, forecasts, and assumptions by our management and involve a number of risks, uncertainties, and other factors that coul ...

Ford Motor Company (F) came out with quarterly earnings of $0.39 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.29 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 14.71%. A quarter ago, it was expected that this company would post earnings of $0.49 per share when it actually produced earnings of $0.49, delivering no surprise.Over the last four quarters, the company has surpa ...