Core Viewpoint - Ford's stock drop presents a buying opportunity for long-term investors despite facing challenges in profitability and operational issues [1][2]. Financial Performance - Ford's second-quarter net income fell 5% year over year to $1.8 billion, despite a 6% increase in revenue [2]. - The company's warranty costs and vehicle recalls are significantly impacting profits, with the EV segment, Model e, reporting an operating loss of nearly $1.1 billion [2]. Business Segments - Ford Pro, the commercial vehicle division, achieved the highest operating margin at 15%, while Ford Blue, the traditional gas-hybrid division, reported a margin of only 4.4% in Q2 [2]. - The EV segment continues to struggle financially, contributing to overall losses [2]. Management Outlook - Ford has adjusted its outlook for Ford Blue's operating profit downward but maintained its overall guidance, expecting adjusted EBIT of $10 billion to $12 billion in 2024 [3]. - The company raised its full-year adjusted free cash flow outlook by $1 billion, indicating some positive financial adjustments [3]. Challenges and Opportunities - Ford must address internal challenges, including improving vehicle quality, reducing complexity, and turning around its EV business to enhance profitability [3]. - Warranty costs are expected to remain a concern for the foreseeable future, potentially lasting 12 to 18 months before improvements are realized [3][4]. - Despite these challenges, Ford Pro is performing well, and the company has sufficient liquidity, making it an attractive option for patient investors with a price-to-earnings ratio of 10 and a yield of 6% [4].

In an effort to rapidly bring down EV costs, Japanese automakers are taking the next step -- how will Ford respond?Ford Motor Company (F 1.45%) investors can't seem to catch a break. The company faces numerous challenges in improving vehicle quality (it's led the U.S. industry in recalls for three straight years), increasing electric vehicle competition and price wars, emerging well-built Chinese EVs, and now a Japanese alliance among automakers hoping to advance their position in the global EV market. Let' ...

The Ford Motor Company logo is seen July 20, 2008 at a dealership in Hudson, Wisconsin. ... [+] AFP PHOTO/Karen BLEIER (Photo credit should read KAREN BLEIER/AFP via Getty Images)AFP via Getty ImagesFord stock (NYSE: F) currently trades at $10 per share, about 60% below the levels seen on January 15, 2022 (pre-inflation shock high), and it seems like it has some room for gains. Ford saw its stock trading at around $11 at the end of June 2022, just before the Fed started increasing rates, and remains down by ...

bjdlzxFor anyone following Crescent Energy (NYSE:CRGY) since it has gone public, there was a time when the company made acquisitions in several areas. But it now appears that the Eagle Ford will be a core area, and it's likely to become "the" core area. The acquisition of SilverBow (SBOW) resources was completed to enlarge the operations of the company in the Eagle Ford in a big way. The last article mentioned the bargain price of the Silver Bow acquisition. The means the location cost of future wells i ...

In this articleF2023 Ford Super Duty F-350 LimitedFordDETROIT — A once "dirty" word, and business, in the automotive industry has become a multibillion-dollar battleground for U.S. automakers, led by Ford Motor.The Dearborn, Michigan-based automaker has turned its fleet business, which includes sales to commercial, government and rental customers, into an earnings powerhouse. And Ford's crosstown rivals General Motors and Chrysler parent Stellantis have taken notice, restructuring their operations as well." ...

Ford is suffering from underwhelming Q2 results coupled with a tepid industry forecast for the second half of the year.Ford Motor Company (F -6.17%) shares are down over 20% after the company disappointed in its second-quarter results last week. The troubles hitting Ford shares are part of an inherent problem facing most automakers. This is a very cyclical business, and the market rarely gives these companies high valuations.With some problems across EVs and warranty coverage, coupled with a relatively tepi ...

Core Viewpoint - Ford Motor Company has faced significant challenges and a decline in stock price over the past decade, yet its valuable dividend remains a compelling reason for investors to hold the stock [1][6]. Group 1: Dividend Importance - The long-term wealth-creating power of dividends is highlighted, especially when reinvested, showing a stark difference in total value returned by Ford when including dividends compared to stock price gains alone [2]. - Ford is committed to returning 40% to 50% of adjusted free cash flow to shareholders, primarily through dividends rather than share buybacks, indicating a strong focus on providing passive income to investors [3]. - The quarterly dividend of $0.15 offers a robust yield of 5.36%, with additional supplemental dividends expected over time, as evidenced by past payouts of $0.18 and $0.65 per share [5]. Group 2: Financial Strength - Ford's operating cash flow in the second quarter was $5.5 billion, supported by a strong balance sheet with nearly $27 billion in cash and approximately $45 billion in liquidity, reinforcing its ability to sustain dividends [3]. - The Ford family backs the dividend, holding a separate class of shares with 40% voting power, ensuring that the company prioritizes dividend payments over share buybacks, which would not benefit the family [4]. Group 3: Challenges and Outlook - Despite a rebound from the Great Recession and record profits, Ford faces ongoing challenges, including struggles in the Chinese market and significant investments in electric vehicle development [6]. - The company must improve production efficiency and reduce vehicle complexity to address these challenges, yet the high-yield dividend remains a consistent reason for ownership [6].

Luis Alvarez All of our Most Attractive stocks have high (and rising) return on invested capital (ROIC) and low price to economic book value ratio. Most Dangerous stocks have misleading earnings and long growth appreciation periods implied by their market valuations. Most Attractive Stocks Feature for July: Ford Motor Company (F) Ford Motor Company is the featured stock from July's Most Attractive Stocks Model Portfolio. Ford has grown revenue and net operating profit after tax (NOPAT) by 2% and 4% compound ...

DETROIT — Ford Motor has redesigned its small Maverick pickup truck, adding more technology, new performance and hybrid options to the vehicle.Updates to the 2025 Ford Maverick include refreshed exterior and interior styling, including a 13.2-inch center touchscreen; an all-wheel-drive hybrid option; and connectivity features such as a 5G modem and wireless Apple CarPlay and Android Auto.The Ford entry-level pickup has been a surprise hit for the company since its introduction in 2021. The company has expon ...

wellesenterprises Ford's (NYSE:F) 2Q24 earnings release was a complete debacle. The company reported losses of $1.1 billion in the Ford Model e segment due to lower sales and pricing pressures, which compromised the ability to dilute the high costs of production. The outlook for the whole year in this unit is projected to be a loss in the range of $5 billion to $5.5 billion. On the bright side, more than offsetting these losses is the Ford Pro segment, which is estimated to generate EBIT in the range of ...