福特汽车从5月2日起将墨西哥生产的车型价格上调多达2000美元。 ...

经销商通知称，自5月2日起，福特汽车(F.N)将把在墨西哥生产的车型的价格上调至多2,000美元。 ...

智通财经5月7日电，福特汽车从5月2日起将墨西哥生产的车型价格上调多达2000美元。 ...

Group 1 - The article discusses the background and expertise of Vladimir Dimitrov, a former strategy consultant specializing in brand and intangible assets valuation [1] - Dimitrov has experience working with major global brands in technology, telecom, and banking sectors [1] - He holds a degree from the London School of Economics and focuses on identifying reasonably priced businesses with sustainable long-term competitive advantages [1]

Group 1: Earnings Report - Ford Motor reported earnings with revenue of $40.66 billion, exceeding the forecast of $35.99 billion, and earnings per share of 12 cents, beating analysts' expectations of negative 2 cents [1] - The stock price increased nearly 3% following the earnings report [1] Group 2: Tariff Impact - Ford anticipates a $2.5 billion impact from tariffs in 2025, planning to offset $1 billion through internal measures, leaving a $1.5 billion hit to earnings before interest and taxes (EBIT) [5] - The company produces 80% of the vehicles sold to U.S. customers in American assembly plants, but still relies on imported parts, affecting its overall exposure to tariffs [3][4] Group 3: Consumer Financing and Pricing - CEO Jim Farley indicated that extending auto loans to 84 months is becoming rational for consumers to manage higher vehicle costs, which may rise by up to $5,000 due to tariffs [7][8] - Ford is offering employee pricing until June 2, 2025, allowing consumers to purchase vehicles below invoice prices [8] Group 4: Market Sentiment and Dividend Concerns - Analyst sentiment is mixed post-earnings, with a consensus price target of $9.87, which is 5.5% lower than the stock's closing price on May 6 [9] - The current dividend yield is 5.74%, but there are concerns about the sustainability of this dividend given the pressure on earnings and obligations to the United Auto Workers (UAW) [11]

高盛将福特汽车的目标价从9美元上调至10美元，维持"中性"评级。 ...

周二加拿大总理卡尼与特朗普会谈的消息，刺激福特等一众汽车股上行。Farley悲观预期被报道后，福 特汽车日内涨幅收盘回落至2.6%。 福特汽车CEO Jim Farley警告投资者，特朗普的汽车关税政策预计将持续至少三年，导致行业普遍涨 价，并可能使福特今年利润损失15亿美元。 美东时间周二，据媒体报道，福特汽车公司CEO Jim Farley预计，美国总统特朗普对进口汽车和零部件 加征关税的政策将持续"至少三年"时间。如果车辆装配环节由墨西哥迁移到美国，恐怕Bronco Sport SUV皮卡Maverick等福特畅销车型的成本将上涨。Farley表示： 鉴于美国约一半的汽车是进口的，这些车型将面临"5000美元或更多的关税"，这必然导致 行业范围内的涨价，最早可能在今年夏季开始。 业绩表现：福特Q1调整后EPS 0.14美元，超分析师预期的亏损0.043美元；净收入4.71 亿美元，同比下滑64%； 利润支柱：Ford Blue（传统车型）和Ford Pro（商用车）表现强劲，分别实现EBIT 12 亿和13.1亿美元；电动车部门Model E亏损8.49亿美元，但亏损幅度低于预期； 关税挑战：预计特朗普 ...

【文/观察者网 潘昱辰 编辑/高莘】当地时间5月5日，福特汽车披露2025年第一季度财报。当季福特营 收为406.59亿美元（约合人民币2934亿元），同比下降4.95%；净利润为4.73亿美元（约合人民币34亿 元），同比下降64.49%。 据《华尔街日报》报道，福特将营收与利润的下滑归咎于汽车销量的下降。今年第一季度，福特的批发 交付量为97.1万辆，同比下降7%。福特将其归因于一些车型的生产放缓，以及电动汽车业务导致的亏 损。 不过，较低的材料成本和较高的销售价格，已助力福特电动汽车的亏损从去年同期的13亿美元（约合人 民币94亿元）收窄至8亿美元（约合人民币58亿元）。 此外福特预计，与美国总统特朗普关税相关的成本，将使其调整后的税前收益减少约15亿美元（约合人 民币108亿元）。与此同时，由于无法预测关税对其业务的全面影响，福特暂停了全年的业绩预期指 导。 另据《日经新闻》报道，由于特朗普关税引发的贸易战，今年4月，中国商务部、海关总署中国对部分 中重稀土相关物项实施出口管制。对此，福特首席运营官库马尔·加尔霍特拉 (Kumar Galhotra) 于5月6日 告诉分析师，中国对稀土的管制可能会对整 ...

| 2025年5月7日 星期三 | 每经记者 董天意 实习生 周卓孜 每经编辑 孙磊 NO.1 福特汽车第一季度财报超预期 5月5日，福特汽车发布今年一季度财报，报告期内营收同比降5%至407亿美元，调整后息税前利润10亿 美元，净利润4.71亿美元，均低于去年同期，但调整后每股利润14美分，远超分析师预期的每股4美分 亏损。财报显示，福特每股收益0.14美元、营收374.2亿美元，均高于华尔街预期。不过，福特暂停2025 年财务指引，预计相关关税政策将带来25亿美元影响，正计划提价抵消部分成本。此外，公司还面临供 应链中断等风险。 点评：福特汽车公布第一季度财报，尽管营收有所下降，但超出市场预期的每股收益显示出其韧性。这 种表现可能在一定程度上缓解投资者对未来财务不确定性的担忧，但暂停2025年财务指引以及关税成本 影响的预警则突显出其面临的挑战。整体而言，这可能使市场对传统汽车制造商及其供应链的关注度增 加，同时也推动了对行业内成本控制和定价策略的深入讨论。 NO.2 玛莎拉蒂中国公司换帅完成工商变更 NO.5 豪恩汽电获头部车企超6亿订单 5月6日消息，天眼查APP显示，近日，小米汽车科技有限公司申请的 ...

Financial Performance - Ford Motor Co reported quarterly earnings of 14 cents per share, exceeding the analyst consensus estimate of 2 cents, but down from 49 cents per share in the same quarter last year [1] - Quarterly revenue was $37.42 billion, surpassing the analyst consensus estimate of $36.2 billion, but down from $39.89 billion in the prior year's quarter [1] Business Strategy - CEO Jim Farley stated that the company is strengthening its underlying business with improved quality and has achieved its third consecutive quarter of year-over-year cost improvement, excluding tariff impacts [2] - Ford Pro, identified as the company's largest competitive advantage, is gaining market share in the most profitable customer segments in the U.S. and Europe [2] Market Reaction - Following the earnings announcement, Ford Motor shares increased by 2.8%, trading at $10.46 [3] - Analysts adjusted their price targets for Ford Motor after the earnings report, with Piper Sandler lowering the target from $9 to $8.5, while Goldman Sachs raised it from $9 to $10 [5]