Shares of  Ford Motor Company ( NYSE: F ) gained 9.65% over the past month after gaining 2.32% the month prior. ...

Core Insights - Ford Motor Co. shares have increased by 32% this year, outperforming the S&P 500, which has risen by 14% [1] Company Performance - The significant rise in Ford's stock price marks a turnaround after years of poor performance [1]

Ford has reached a deal with Amazon to let customers purchase certified used cars through the online retail giant https://t.co/zYA1vsnUGg ...

DETROIT — Ford Motor is partnering with Amazon to let the automaker's franchised dealers sell certified preowned vehicles through the online retail giant.The new program will allow customers to secure financing, start paperwork and schedule a pickup time for the vehicles at participating Ford dealers, the companies announced Monday. Some steps, such as a final signature, may still need to be completed in person, Ford said.The deal comes two years after Amazon said it would allow auto dealers to sell cars th ...

Core Insights - General Motors (GM) and Ford (F) are two leading American automakers that have shown resilience through economic cycles and are transitioning towards electric and software-defined vehicles, with both companies reporting better-than-expected results in Q3 2025 [1][2] Q3 Results Review - Ford's Q3 2025 adjusted EPS was 45 cents, exceeding the Zacks Consensus Estimate of 38 cents but down from 49 cents in the previous year. Consolidated revenues reached $50.5 billion, a 9.3% increase year-over-year, with total automotive revenues at $47.2 billion, surpassing the estimate of $42.7 billion [4] - General Motors reported an adjusted EPS of $2.80, beating the Zacks Consensus Estimate of $2.28 but down from $2.96 a year ago. Revenues were $48.59 billion, exceeding the estimate of $43.61 billion but slightly lower than $48.76 billion from the previous year [6] Growth Drivers - Ford Pro is a significant growth driver for Ford, supported by strong demand for Super Duty trucks and expanding software and service offerings, with paid subscriptions increasing by 8% to 818,000 in Q3 [5] - GM's software and services business is gaining momentum, with approximately $2 billion in revenues recognized year-to-date from offerings like Super Cruise and OnStar, and deferred revenues reaching $5 billion, up over 90% year-over-year. OnStar's subscriber base grew 34% to over 11 million [7] Outlook - GM has raised its free cash flow (FCF) and EPS guidance for 2025, forecasting adjusted automotive FCF at $10-$11 billion and adjusted diluted EPS at $9.75-$10.50, indicating a stronger 2026 [8][9] - Ford has reduced its 2025 EBIT and free cash flow outlook due to supply disruptions from a fire at Novelis' aluminum plant, expecting a fourth-quarter EBIT headwind of $1.5-$2 billion and a free cash flow impact of $2-$3 billion [10] Balance Sheet - GM had total automotive liquidity of $35.7 billion as of September 30, 2025, while Ford ended Q3 with over $54 billion in liquidity. GM has a lower long-term debt-to-capitalization ratio compared to Ford [11] Dividend and Buyback Appeal - Ford offers a high dividend yield of over 4%, targeting distributions of 40-50% of FCF, while GM's dividend yield is less than 1%. GM has repurchased over $3.5 billion in stock year-to-date, enhancing shareholder value [12][13] Valuation - Ford is trading at a forward earnings multiple of 9.74X, above its five-year median of 7.48X, while GM's forward earnings multiple is at 6.26X, slightly above its median of 5.54X [14] EPS Estimates - Ford's 2025 EPS consensus indicates a year-over-year decline of 41.3%, while GM's 2025 EPS consensus implies a decline of 3%, with both companies expected to see an uptick in 2026 [17][18] Investment Recommendation - GM is viewed as a stronger investment option due to its upgraded guidance, expanding software revenue, and disciplined cost management, while Ford faces challenges from supply disruptions and a projected EPS decline [19][20]

法利表示，工人短缺不仅是福特汽车面临的困境，也是全美体力劳动岗位的普遍现象。他认为，美国有 超过100万个关键岗位空缺，涵盖紧急服务、卡车运输、水管工、电工等多个领域，情况非常严重。尽 管特朗普政府的经济政策核心是推动制造业回归美国，但工厂空缺职位与愿意填补这些岗位的人数之间 仍然存在显著差距。德勤会计师事务所等机构在2024年进行的一项研究还发现，在接受调查的200家美 国制造业公司中，超过一半将招聘和留住员工视作当前最大难题。 法利说，制造业工人短缺问题反映出职业教育和技能培训体系方面存在缺陷。相关言论引发了特斯拉公 司首席执行官马斯克的共鸣。他在社交媒体评论称，美国不仅缺乏能胜任高强度体力工作的人，甚至缺 乏愿意接受相关培训的人。 （央视财经《天下财经》）根据美国媒体报道，福特汽车公司总裁兼首席执行官日前表示，美国面临技 能工人严重短缺的问题。对此，特斯拉公司首席执行官马斯克16日在社交媒体上回应称，美国确实缺乏 能够而且愿意从事具有挑战性体力劳动的人员。 近日，美国福特汽车公司总裁兼首席执行官吉姆·法利在接受采访时称，美国技能工人短缺问题严峻， 尽管公司为机械师职位开出高达12万美元的年薪，这几乎是美 ...

Ford Unveil New High-Tech Head QuartersModern News3 min read·Just nowJust now--Press enter or click to view image in full sizeOverview of the new Ford World HeadquartersFord Motor Company unveiled a new, high-tech World Headquarters in Dearborn, Michigan — its first major headquarters relocation in roughly seven decades. The facility spans approximately 2.1 million square feet and is designed to centralize design, engineering, and corporate functions that had been dispersed across the Dearborn campus.Size, ...

RT Wall Street Mav (@WallStreetMav)I suspect the CEO of Ford is lying here.There are 500,000+ mechanics in the USA (automotive technician). Their salary range is $35,000 to $80,000 per year.If Ford is really offering $120,000 then there would be tons of experienced mechanics applying. https://t.co/Yn2P31V8Jf ...

Core Insights - The Indian automotive industry is increasingly benchmarking against Chinese carmakers, particularly in the electric vehicle (EV) sector, as they lead in technology and consumer-centric design [2][4][11] Industry Trends - Chinese vehicles like Xiaomi SU7, BYD Seal, Nio ET, and Zeekr 7X are becoming the focus of benchmarking efforts in India, reflecting a shift from traditional European and American models [2][3] - The approach of Chinese manufacturers often involves designing software first, prioritizing consumer convenience, which contrasts with the traditional hardware-first methodology [5] Competitive Advantages - Chinese automakers are noted for providing premium features at lower price points, making advanced technologies such as ADAS and smart cockpit designs more accessible [6][7] - Over the past decade, Chinese companies have invested significantly in building EV ecosystems, with an estimated $143 billion spent on EV and battery projects, supported by government subsidies [8] Market Perception - Social media comparisons highlight the technological advancements of Chinese vehicles, showcasing superior performance in various tests against established European brands [9] - Executives from major automotive companies, including Ford, have expressed surprise at the rapid technological advancements made by Chinese manufacturers [10] Future Outlook - Indian companies are expected to use Chinese benchmarks for EV technology, which is seen as beneficial due to the similarities in market conditions between India and China [11] - There is optimism within the Indian automotive sector that as EVs become mainstream, India may also set benchmarks for global companies [12]

Core Viewpoint - The investment proposition for Ford and Tesla differs significantly, with Ford focusing on value and potential upside while Tesla is viewed as a growth stock with high expectations [1] Ford Motor Company - Ford's CEO Jim Farley has committed to investing $5 billion in a new universal EV platform, aiming to produce a $30,000 pickup truck by 2027 [2] - Ford's Model e segment reported a loss of $3.7 billion in the first nine months of 2025, contrasting with a profit of $7.4 billion from the Ford Pro segment, which focuses on commercial and government sales [4] - The F-150 Lightning, Ford's electric pickup, is underperforming with only 23,034 units sold, while Tesla's Cybertruck is projected to reach 250,000 units annually by 2025 [6][8] - Ford is heavily investing in EV production despite current losses, as it needs to remain relevant in the evolving auto market [8][9] Tesla - Tesla's sales declines in 2025 raise concerns, but the company's future growth is tied to its robotaxi business and the rollout of unsupervised full self-driving (FSD) technology [10] - Tesla maintains a strong market position, being profitable and cash-generative despite increased competition and regulatory challenges [12] - The development of FSD and the potential for existing Tesla vehicles to become robotaxis are seen as significant value drivers for the company [13] - Tesla plans to produce its dedicated robotaxi, the Cybercab, in volume by 2026 [13] Investment Comparison - Tesla's growth is organic and slower than expected, while Ford is reacting to market changes due to its struggles in the EV sector [16] - For investors willing to take on risk, Tesla is considered the better investment option compared to Ford, which faces challenges in gaining EV market share [15][16]