Core Viewpoint - Ford has achieved an earnings beat in Q1 2025, but the outlook for the remainder of the year is uncertain due to significant tariff challenges and has suspended its financial guidance until more clarity is available [1] Group 1: Financial Impact of Tariffs - Ford anticipates a $2.5 billion impact from U.S. tariffs, planning to offset $1 billion through strategic measures, leaving a $1.5 billion concern for 2025 [2] - The automotive industry is facing 25% tariffs on imported vehicles and auto parts that do not meet USMCA standards, which began in early April [3] - Ford expects U.S. industry sales to decline by about 500,000 units due to tariff impacts, affecting its previously projected EBIT of $7 billion to $8.5 billion and free cash flow of $3.5 billion to $4.5 billion [4] Group 2: Industry Response - Other automakers like General Motors, Harley-Davidson, and Tesla are also facing similar tariff pressures, leading to lowered or suspended guidance [5] - General Motors has reduced its 2025 earnings forecast by $4-$5 billion, adjusting its EBIT expectations to $10-$12.5 billion from $13.7-$15.7 billion [6] - Harley-Davidson expects tariff costs to reach $175 million this year, despite sourcing most parts domestically [7] - Tesla has moderated its growth targets due to global tariff uncertainties and has not reaffirmed its lower targets in its latest quarterly update [8] Group 3: Stock Performance and Valuation - Ford's shares have gained approximately 3% year-to-date, contrasting with a 28% decline in the industry [9] - The company trades at a forward price-to-sales ratio of 0.25, which is below the industry average, and holds a Value Score of A [11] - The Zacks Consensus Estimate indicates a 32.6% year-over-year drop in Ford's earnings for 2025 [13]

编 译 / 路 行 设 计 / 琚 佳 来 源 / 路透社、 a u t o n e w s 、 C N B C 、彭博社等 美国总统唐纳德·特朗普（Donald Trump）的关税声明扰乱了市场，使其难以预测，这在第一季度 的业绩中有所体现，多家车企在公布财报后宣布调整或撤回全年业绩指引。 其中，福特汽车虽一季度营收超预期达407亿美元，但因关税可能导致全年调整后息税前利润减少 15亿美元，决定撤回此前70亿至85亿美元的利润指引。 Stellantis集团则因北美供应链依赖度高，宣布暂停业绩指引，并采取裁员、关闭工厂等措施以削减 成本。 通用汽车同样因关税政策撤回2025年业绩指引，并暂停40亿美元股票回购计划，其首席财务官指出 约半数在美销售的车辆依赖加拿大、墨西哥及韩国工厂生产，关税可能对皮卡等高利润车型造成打 击。 欧洲车企中，大众汽车虽维持全年营收增长5%的预测，但一季度税后利润同比下滑40.6%，旗下豪 华跑车品牌保时捷下调了利润预期。 特朗普政府虽于4月底调整政策，允许部分进口零部件税收抵免及避免关税叠加，但车企仍持谨慎 态度。 行业分析指出，关税导致的成本增加可能推高美国新车价格并威胁就业， ...

【今日推荐】 飞常准显示一航班遭劫持？飞常准：航班全程安全，告警原因待核实 5月6日，网民反映"飞常准"小程序警告称，国航CA929航班发出"7500告警"。对此，飞常准方面回 应，国航CA929航班飞行过程中未发生任何异常状态，航班全程安全顺利，对于"飞常准"上显示航班 对外挂出"7500"告警信息的具体原因，目前正在核实。（贝壳财经） 微软Skype正式停止运营 5日，美国微软公司旗下即时通信软件Skype，正式停止运营，其核心功能，将被迁移至微软主推的 另一款通信软件。Skype这款曾经占据行业主导地位的互联网语音和视频通话软件正式画上句号，结 束其20多年的运营历史。（央视新闻） 不在火星，在得州！马斯克建了一个城市 当地时间3日,马斯克的SpaceX火箭公司得克萨斯州总部的所在地经过当地选民的投票，成为一座城 市，定名为"星舰基地"（Starbase）。马斯克本人当天也在他的社交平台X上发帖表示庆祝，称 Starbase"现在是一座真正的城市了！"星舰基地市占地1.45平方英里（约合4.6平方公里），位于得州 南部，此前一直是SpaceX火箭项目的发射场，居民几乎全部是SpaceX员工及家属。它的成 ...

近期，国内外上市车企陆续公布财报。在全球经济下行压力不断加大的背景下，负债率这一凸显财务健康度的关键指 标，成为业内关注的焦点。 汽车作为全球制造业的标杆产业，具备重资产、长周期的典型特征，前期投入大、收获回报慢导致了汽车行业的高负 债特征。在高昂的负债数字背后，车企的真实负债压力到底如何？谁拥有穿越周期的财务实力？ 一、负债率涨跌起伏背后 从最新财报来看，负债率高是国内外主流车企的普遍现象。从通用汽车、大众、奔驰、丰田等全球巨头，到比亚迪、 吉利、上汽、长安等国内头部车企，负债率大多在60%-80%区间。 | 企业名称 | 2023年 | 2024年 | 同比增减 | | --- | --- | --- | --- | | 福特 | 84.34% | 84.27% | -0.07% | | 通用汽车 | 74.98% | 76.55% | +1.57% | | 大众 | 68.37% | 68.92% | +0.55% | | 奔驰 | 64.71% | 64.67% | -0.04% | | 现代汽车 | 63.96% | 64.60% | +0.64% | | ਵਜੋ | 62.96% | 64.52% ...

Strain. Slaughter. But also opportunity. These words have been used to describe the impact of import tariffs on the economy, and, in particular, on automakers.I focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come to realize that profitability is a much safer driver of gains than low valuation. As a result, I g ...

After the market closed on May 5th, the management team at automotive giant Ford Motor Company (NYSE: F ) announced financial results for the first quarter of the company's 2025 fiscal year. Even though revenue, earnings per share, and adjustedCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in- ...

Ford Motor Company (F) reported first-quarter 2025 adjusted earnings per share of 14 cents, which surpassed the Zacks Consensus Estimate of breakeven earnings but declined from 49 cents recorded in the year-ago quarter. The company’s consolidated first-quarter revenues came in at $40.66 billion, down 5% year over year. F’s total automotive revenues came in at $37.42 billion, topping the Zacks Consensus Estimate of $35.48 billion but decreasing from $39.89 billion generated a year ago.The company has suspend ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The company focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive's news team operates from key finance and investing hubs, including London, New York, Toronto, Vancouver, Sydney, and Perth [2][3] Group 2 - Proactive employs technology to enhance workflows and has a forward-looking approach to technology adoption [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

此外，新车配有Co-Pilot360™智行驾驶辅助系统（越享款及纵享款），内置FCW防碰撞预警+BLIS with CTA盲区监测等9项主动安全系统，驾驶更有预 见性，防患于未然。值得注意的是，福特锐际还全系标配ABS防抱死制动+EBA紧急制动辅助+ESC车身电子稳定控制等7大控制系统，全方位守护每一次出 行。 近些年，长安福特以"做加法"策略，为用户带来性能更出色、质量更稳定、安全更放心的产品体验，用户端的满意度也取得显著成就。在长安福特看 来，要让用户的每一分钱，都花得物有所值。为了进一步让利消费者、让大家选到心仪的产品，福特锐际推出"2.0T限时一口价"活动（特惠活动时间为即日 起至5月31日24:00），面对如此钜惠，11.98万元起的福特锐际都有哪些亮点值得入手？ EcoBoost@2.0T发动机+8AT组合 动力输出更澎湃 作为福特品牌旗下的紧凑级SUV，锐际以澎湃的动力和出色的性能表现著称。 底盘悬架部分，锐际采用超敏轻量级铝合金悬架，能够实现更快的转向响应。高速行驶时，弯路中更能给车身带来强有力的支撑，确保一流操控水准。 同时，配有可分离式智能四驱系统，能根据不同路况精准分配四轮扭矩，在标准、 ...

Core Insights - Proactive provides fast, accessible, and informative business and finance news content to a global investment audience [2] - The company specializes in medium and small-cap markets while also covering blue-chip companies and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance its content creation and workflow processes [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]