Ford Motor(US:F) Youtube·2026-02-10 16:30Core Viewpoint - Ford is expected to report earnings with an adjusted EPS of 17 cents and revenue exceeding $41 billion, despite a significant write-down of $19.5 billion related to its EV business [1][3]. Financial Performance - The stock has increased by over 45% in the last 12 months, currently trading at approximately $13.72 [1]. - Analysts anticipate that Ford's strong commercial sales and profitable SUV segment will help offset the impact of the EV write-down [3][6]. Market Position and Strategy - Ford's F-150 has been the best-selling vehicle for nearly 50 years, contributing significantly to its profits [6]. - The company is not abandoning its EV initiatives but is reorienting its investment strategy and timeline, focusing on a low-cost EV platform to compete with Chinese manufacturers [7][8]. Industry Context - The EV market is becoming less favorable for pure EV producers, with market share reportedly halved compared to a year ago [10]. - Traditional automakers like Ford are better positioned to thrive in the current market environment, which favors larger gasoline-powered vehicles [10]. Competitive Landscape - Rivian is expected to report disappointing numbers, with limited upside projected for its new lower-priced SUV [11]. - The competition from Chinese manufacturers poses a significant challenge for Ford and other automakers aiming to establish a foothold in the EV market [8][9].