Ford Motor(US:F) Benzinga·2026-02-11 13:12Core Insights - Ford Motor Co. has entered the top 10% of stocks for relative worth, with its value score increasing from 89.53 to 90.09 [1] Financial Performance - Ford achieved a record revenue of $187.3 billion for the full year, marking its fifth consecutive year of top-line growth [2] - Despite the revenue growth, Ford reported a GAAP net loss of $8.2 billion, primarily due to $17.4 billion in pre-tax special items [2] - Excluding one-time charges, Ford's adjusted EBIT was $6.8 billion [3] Segment Contributions - Ford Pro generated over $66 billion in revenue with double-digit margins, holding a 42% market share in classes 1-7 in the U.S. [4] - The Ford Blue segment contributed $3 billion in EBIT, driven by strong sales of the Bronco and Explorer [5] - Ford Credit's EBT increased by 55% to $2.6 billion, further supporting the company's financial performance [5] Future Outlook - Management projects an adjusted EBIT of $8 billion to $10 billion by 2026, with adjusted free cash flow expected to reach $5 billion to $6 billion [6] - A significant investment of $1.5 billion is planned for "Ford Energy," focusing on battery storage and grid stability [6] Stock Performance - Ford's shares have increased by 1.72% year-to-date, outperforming the S&P 500's 1.22% increase [7] - Over the last six months, Ford's stock rose by 21.81%, and it has increased by 47.34% over the past year [7]