Education
About Us
Working with TipRanks
Follow Us
Ford Motor (F)
NYSE:F
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.29Last Year’s EPS
0.47Same Quarter Last Year
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 05, 2025
|% Change Since: 3.39%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a mixed sentiment with notable successes in cost reductions, market share growth, and financial performance. However, significant concerns about tariff impacts and policy uncertainties have led to the suspension of full-year guidance.Company Guidance
During Ford Motor Company's first quarter 2025 earnings call, the company provided guidance highlighting several key financial metrics, despite the significant impact of tariffs. Ford initially projected a full-year EBIT within the range of $7 billion to $8.5 billion but had to suspend this guidance due to tariff-related uncertainties. The company estimated a gross adverse EBIT impact of $2.5 billion from tariffs, with a net impact of $1.5 billion after implementing $1 billion in offsetting recovery actions. These offsets involved market equation optimization and cost mitigation strategies. Ford achieved $1 billion in EBIT for the quarter, exceeding expectations. The company also reported a 5% year-over-year decrease in revenue to $41 billion, attributed to planned downtime for product launches and inventory rebalancing. Ford's financial position remained robust, with over $27 billion in cash and $45 billion in liquidity as of March 31st, supported by renewed $18 billion credit facilities. The company plans to update its guidance during the Q2 earnings call.Strong Cost and Quality Improvements
Ford is on track to deliver $1 billion in net cost reductions this year, excluding tariff impacts. They have made significant progress in closing the competitive cost gap and improving production stability.
Record Pickup Sales and Market Share Growth
Ford had its best first-quarter US pickup sales in over 20 years and delivered sequential share growth in its home market.
Positive Financial Performance
Ford delivered $1 billion in EBIT, exceeding expectations of roughly breakeven for the quarter, driven by cost improvements and strong net pricing in North America.
Ford Pro Commercial Business Growth
Ford Pro grew its commercial brand leadership in Europe, with a strong market share of over 40% in the US Class 1 to Class 7 truck and van market. Software subscriptions rose by 20% year-over-year.
Improved Vehicle Dependability
Ford and Lincoln were the most improved brands in J.D. Power’s 2025 US Vehicle Dependability Study.
F Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
F Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2025 | $10.02 | $10.29 | +2.69% |
Feb 05, 2025 | $9.55 | $8.84 | -7.43% |
Oct 28, 2024 | $10.71 | $9.80 | -8.50% |
Jul 24, 2024 | $12.67 | $10.35 | -18.31% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ford Motor (F) report earnings?
Ford Motor (F) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Ford Motor (F) earnings time?
Ford Motor (F) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is F EPS forecast?
F EPS forecast for the fiscal quarter 2025 (Q2) is 0.29.
