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Ford Motor Company
Ford Motor Company (F) investor relations material
Ford Motor Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Achieved record revenue of $187.3B for 2025, marking the fifth consecutive year of growth, with U.S. market share rising to 13.2% and global hybrid sales up nearly 25% year-over-year.
Adjusted EBIT for 2025 was $6.8B, despite $2B in Novelis fire and tariff headwinds; pro forma EBIT would have been $7.7B excluding one-time tariff impacts.
Net loss for 2025 was $8.2B, primarily due to $17.4B in special items, including asset impairments and program cancellations.
Significant progress in cost reduction, quality improvement, and modernization of operations and talent, with $1.5B in cost reductions (excluding tariffs).
Ford Pro and Ford Blue segments delivered strong results, with Ford Pro revenue at $66B and double-digit margins; F-Series marked its 49th year as America’s best-selling truck.
Financial highlights
Full-year revenue grew 1% year-over-year to $187.3B; adjusted EBIT was $6.8B (down $3.4B), with an adjusted EBIT margin of 3.6%.
Adjusted free cash flow was $3.5B, and adjusted EPS was $1.09; GAAP EPS was $(2.06).
Net income margin for 2025 was (4.4)%; adjusted ROIC was 8.8%, down from 12.9% in 2024.
Ford Credit delivered EBT of $2.6B, up 55% year-over-year.
Paid software subscriptions grew 30% in Ford Pro; Model E revenue and volume grew 73% and 69% respectively.
Outlook and guidance
2026 guidance: adjusted EBIT of $8.0B–$10.0B, free cash flow of $5.0B–$6.0B, and capital expenditures of $9.5B–$10.5B.
Ford Pro expected EBIT: $6.5B–$7.5B; Ford Blue: $4.0B–$4.5B; Model E losses to improve to $4.0B–$4.5B; Ford Credit EBT at ~$2.5B.
Targeting 8% adjusted EBIT margin by 2029; Model E break-even targeted for 2029.
$7B in charges expected in 2026–2027 for EV strategy updates and asset dispositions.
U.S. industry sales expected at 16.0M–16.5M units with flat pricing.
What specific actions drive Model e loss reduction?
Detail Ford Pro's software subscription growth plan.
How do EV program cancellations impact 2026 strategy?
UEV platform's role in Model e breakeven
Ford Energy's competitive advantage
Novelis impact on 2026 EBIT
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Next Ford Motor Company earnings date
Q1 20264 May, 2026
Ford Motor Company
Next Ford Motor Company earnings date
Q1 20264 May, 2026
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Frequently asked questions
A pioneer in the automobile industry
Ford Motor Company, founded in 1903, is one of the world's leading automotive manufacturers with a reputation for innovation and quality. With a strong presence in both domestic and international markets, the company has been able to generate significant revenue through various business segments.
Ford’s primary revenue stream
Automotive manufacturing is the primary revenue stream for Ford. The company has a wide range of products, including cars, trucks, SUVs, and commercial vehicles. Ford is also one of the leaders in the electric and hybrid vehicle market, with popular models such as the Mustang Mach-E and the F-150 Lightning. The company has a global manufacturing footprint and produces vehicles in countries such as the United States, China, and Germany. Other public companies in the automotive manufacturing industry include General Motors, Toyota, and Volkswagen.
Offering financial services
Ford's financial services division has become a growing revenue stream for the company. With a focus on providing financing, leasing, and insurance services for its vehicles, Ford has been able to attract a large customer base. The company has also invested heavily in research and development, which has allowed it to stay ahead of its competitors. Ford Credit, the company's financial services arm, has been providing financing options to customers for over 60 years.
Tapping into the growing mobility market
Ford's mobility solutions division has become an emerging revenue driver for the company. With a focus on providing transportation solutions, including ride-sharing and autonomous vehicles, Ford has been able to tap into the growing mobility market. The company has also partnered with other companies to create end-to-end mobility solutions, which has helped it gain market share. Ford has launched several mobility projects, including the Chariot shuttle service and the self-driving car project, Argo AI.
Interesting facts about Ford
Henry Ford, the company's founder, was the first person to use an assembly line in automotive manufacturing, revolutionizing the industry.
The Ford F-Series pickup truck has been the best-selling vehicle in the United States for over 40 years.
Ford has a long history of involvement in motorsports, including the iconic Ford GT40, which won the 24 Hours of Le Mans four times in a row from 1966 to 1969.
Further reading: The Ford Family: A Permanent Mark in Business History
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