Ford CEO Jim Farley at the company's Dearborn, Michigan, plant where it's building the electric F-150 Lightning on April 26, 2022.DETROIT — President Donald Trump's tariffs, both implemented and just threatened, are causing "chaos" for the U.S. automotive industry, according to Ford Motor CEO Jim Farley.The chief executive of America's second largest automaker described 25% tariffs on steel and aluminum, as well as threatened levies of the same amount on Mexico and Canada as adding "a lot of cost and a lot ...

Ford Motor Company (NYSE: F ) beat both top and bottom line estimates for its most recent quarter, but the automaker’s expectation of continually high EV losses in FY 2025 caused Ford’s shares to slide 7% on Thursday. Last week, Ford’s sharesAnalyst’s Disclosure: I/we have a beneficial long position in the shares of F, GM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seekin ...

Core Viewpoint - Ford's fourth-quarter 2024 earnings exceeded estimates, but the stock has declined due to weak guidance and ongoing challenges in the electric vehicle (EV) sector [1][20]. Financial Performance - Ford's EPS and revenues rose year over year, but the stock has lost approximately 19% in 2024, contrasting with a 19% growth in the industry [3][20]. - The Zacks Consensus Estimate for 2025 and 2026 EPS has decreased by 5 cents and 3 cents, respectively, indicating bearish sentiment among analysts [2]. Segment Analysis - The Ford Pro unit showed resilience, with revenues increasing by 15% to $67 billion in 2024, and EBIT rising from $7.2 billion to $9 billion, achieving a margin of 13.5% [5][6]. - The demand for Super Duty trucks and Transit vans remains strong, with software subscriptions growing by 27% year over year to nearly 650,000 [6]. - The Model e segment, focused on EVs, reported a loss of $5.07 billion in 2024, widening from $4.7 billion in 2023, with a projected loss of $5-5.5 billion for the current year [11][12]. Cost Management - Ford has reduced net costs by $500 million in the second half of 2024 and identified $1 billion in product design cost reductions for 2025 [9]. - Despite these efforts, the overall profitability outlook remains muted, with expected adjusted EBIT for 2025 ranging from $7 billion to $8.5 billion, down from $10.2 billion in 2024 [15]. Market Position and Challenges - Ford's dividend yield exceeds 6%, with a commitment to distribute 40-50% of free cash flow, providing some buffer against stock volatility [7]. - The Ford Blue division anticipates a decline in EBIT from $5.3 billion in 2024 to between $3.5 billion and $4 billion in 2025 due to lower sales of internal combustion engine (ICE) vehicles [13]. - The company faces potential risks from trade policies, particularly the possibility of tariffs on imports from Mexico and Canada, which could increase costs and disrupt supply chains [17]. Future Outlook - The first quarter of 2025 is expected to be particularly challenging, with adjusted EBIT projected to be breakeven, a significant drop from previous quarters [14]. - The overall guidance for 2025 indicates a decline in automotive sales and EPS by 2% and 12%, respectively, year over year [21].

Ford Motor Co. announced its fourth-quarter earnings this week, and while they came in above expectations, the Detroit automaker signaled the losses in its electric vehicle (EV) division are projected to continue this year. Ford reported that its EV division, known as Model e, lost $5.1 billion in 2024. In its full-year outlook for 2025, Ford said that it expects adjusted earnings before interest and taxes (EBIT) of $7 billion to $8.5 billion, with free cash flows between $3.5 billion and $4.5 billion and c ...

TORONTO, Feb. 07, 2025 (GLOBE NEWSWIRE) -- No matter how anyone tries to spin the numbers, the actual data from sources not tainted by politics, show that more than a million Ontarians have lost their family doctor since before the Ford government was elected, reports the Ontario Health Coalition. In 2016, before the Ford government was elected 1.3 million Ontarians did not have a family doctor, according to data from Statistics Canada. By July 2024, there were 2.5 million Ontarians without a family doctor, ...

Ford Motor Co F reported fourth-quarter FY24 earnings results yesterday. The following are the comments from various analysts on the company’s performance.Goldman Sachs analyst Mark Delaney reiterated a Buy rating on the shares and maintained a price forecast of $11.00.Ford reported fourth-quarter 2024 revenue and adjusted earnings per share of $48.2 billion and $0.39, respectively, surpassing the Street’s (FactSet) estimates of $47.4 billion and $0.34, as well as Goldman Sachs’ predictions of $43.9 billion ...

Ford CEO Jim Farley has a question about President Donald Trump’s threatened tariffs on imports from Mexico, Canada, and China: Why stop there?Farley said in a conference call Wednesday that Trump’s selective approach “doesn’t make sense.” “Why are we having this conversation while Hyundai-Kia is importing 600,000 units in the U.S. with no incremental tariff? And why is Toyota able to import a half a million vehicles in the U.S. with no incremental tariffs?” Farley questioned. “If we’re going to have a tar ...

KEY TAKEAWAYSFord shares are tumbling in Thursday morning after the automaker posted a downbeat outlook weighed on by losses in its electric vehicle business that offset higher-than-estimated quarterly results.Ford Model e, the company’s EV division, reported a 2024 EBIT loss of $5.1 billion.CEO Jim Farley said tariffs on Canada and Mexico would wipe out "billions of dollars of industry profits." Ford (F) shares are tumbling Thursday morning after the automaker posted a downbeat outlook weighed on by losses ...

OpenAI 与 Google 更新大模型，OpenAI 还打算投放第一支电视广告。 美国时间本周三 Google 向所有用户开放了 Gemini 2.0 的各个模型，包括 Gemini 2.0 Flash、 Gemini 2.0 Flash-Lite 以及 Gemini 2.0 Pro Experimental。在 Chatbot Arena 排行榜上，Gemini 2.0-Pro 在所有 类别中排名第一；今天凌晨，OpenAI 宣布向所用户开放 ChatGPT 搜索功能，无需注册即可使用， 现在 ChatGPT 可以抓取实时的网络信息，给用户时效性更强的回答。 据媒体报道，预计 OpenAI 将在本周日的超级碗上投放第一支电视广告。超级碗被称作 "美国春 晚"，广告投放价格昂贵，一条 30 秒左右的广告就要 700 万美元。过去 OpenAI 一直以极少做营 销、投放著称，去年年底，OpenAI 聘请了 Coinbase Global 前营销主管 Kate Rouch 担任该公司历史 首位首席营销官，这也意味着这家公司要加速进入普通消费者市场。 特斯拉 1 月在欧洲多国销量下跌，跟马斯克最近太活跃有点关系 ...

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 ...