Ford's second quarter showed strong revenue growth, market share gains, and effective cost management. Despite challenges from tariffs and recalls, the company's strategic adjustments in the EV market and robust performance in Ford Pro and Ford Credit provided a positive outlook.

Company Guidance -

Q3 2025

During Ford Motor Company's Second Quarter 2025 Earnings Conference Call, the company provided updated guidance reflecting strong underlying performance. Ford expects company adjusted EBIT for the full year to be between $6.5 billion and $7.5 billion, with adjusted free cash flow projected at $3.5 billion to $4.5 billion, despite a $2 billion net tariff headwind. The company's global revenue grew by 5% in the second quarter, and it achieved $2.1 billion in adjusted EBIT, supported by a 1 billion net cost improvement target excluding tariffs. Ford also highlighted an increase in Ford Pro's EBIT contribution from aftermarket parts and services to 17%, nearing the 20% target for next year. The call underscored Ford's strategic shifts, including reallocating capital towards Ford Pro and adjusting EV spending, while maintaining a strong balance sheet with more than $28 billion in cash and $46 billion in liquidity.

Record Revenue Achievement

Ford achieved a record $50 billion in revenue for the second quarter, demonstrating the strength of its products and services.

Strong Performance in Ford Pro

Ford Pro's revenue grew 11% to nearly $19 billion, with significant EBIT margins driven by strong product lineup and services business.

U.S. Sales and Market Share Gains

Ford's U.S. sales grew 7x faster than the industry, with a 1.7 point increase in market share and strong performance in truck sales.

Successful Cost Management

Ford achieved a net improvement of $1 billion in costs, excluding tariffs, with significant savings in material costs.

Ford Credit's Strong Contribution

Ford Credit delivered $645 million of EBT, reflecting improved financing margin and receivables growth.

Ford Motor (F) Earnings, Revenues Date & History

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F Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.35 / -	0.49	―	―	―
Jul 30, 2025	2025 (Q2)	0.33 / 0.37	0.47	-21.28% (-0.10)
May 05, 2025	2025 (Q1)	>-0.01 / 0.14	0.49	-71.43% (-0.35)
Feb 05, 2025	2024 (Q4)	0.34 / 0.39	0.29	34.48% (+0.10)
Oct 28, 2024	2024 (Q3)	0.46 / 0.49	0.39	25.64% (+0.10)
Jul 24, 2024	2024 (Q2)	0.64 / 0.47	0.72	-34.72% (-0.25)
Apr 24, 2024	2024 (Q1)	0.43 / 0.49	0.63	-22.22% (-0.14)
Feb 06, 2024	2023 (Q4)	0.12 / 0.29	0.51	-43.14% (-0.22)
Oct 26, 2023	2023 (Q3)	0.46 / 0.39	0.3	30.00% (+0.09)
Jul 27, 2023	2023 (Q2)	0.54 / 0.72	0.68	5.88% (+0.04)

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
Jul 30, 2025	$10.72	$10.92	+1.87%
May 05, 2025	$9.89	$10.15	+2.63%
Feb 05, 2025	$9.43	$8.72	-7.53%
Oct 28, 2024	$10.56	$9.67	-8.43%

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.