Key Takeaways Ford sold 545,522 vehicles in Q3 2025, up 8.2% year over year, marking seven months of growth.Electrified vehicle sales surged 19.8% to 85,789 units, led by Mach-E and F-150 Lightning records.SUVs posted big gains, with Expedition up 47.4%, Bronco up 41.3%, and Explorer rising 33.3%.Ford Motor Company (F) sold 545,522 vehicles in the United States in the third quarter of 2025, up 8.2% year over year, extending its streak to seven straight months of sales growth. Sales of pickups and vans reach ...

福特在电动车领域的季度销量同比飙升30.2%，其中Mustang Mach-E劲增50.7%，表现最为突出。混合 动力汽车销量也同比增长14.7%，创下第三季度纪录。与此同时，燃油车的销量也实现6.3%的增长，显 示出整体产品矩阵的全面发力。 周三，福特汽车(F.US)股价逆市上涨，截至发稿，该股涨超1.5%，报12.14美元。受电动车销量大幅增 长推动，公司三季度总销量达到545,522辆，同比上升8.2%，实现连续第七个月销量增长，符合华尔街 此前预期。 在SUV产品线上，Expedition表现抢眼，销量同比大增47.4%，创下近二十年来第三季度最佳纪录。另一 大核心车型F系列皮卡依旧保持强劲势头，销量同比增长4.7%至207,732辆。今年以来，福特已累计售出 62.058万辆F系列皮卡，领先最近的竞争对手多达17万辆，稳固了其市场霸主地位。 ...

在SUV产品线上，Expedition表现抢眼，销量同比大增47.4%，创下近二十年来第三季度最佳纪录。另一 大核心车型F系列皮卡依旧保持强劲势头，销量同比增长4.7%至207,732辆。今年以来，福特已累计售出 62.058万辆F系列皮卡，领先最近的竞争对手多达17万辆，稳固了其市场霸主地位。 福特在电动车领域的季度销量同比飙升30.2%，其中Mustang Mach-E劲增50.7%，表现最为突出。混合 动力汽车销量也同比增长14.7%，创下第三季度纪录。与此同时，燃油车的销量也实现6.3%的增长，显 示出整体产品矩阵的全面发力。 智通财经APP获悉，周三，福特汽车(F.US)股价逆市上涨，截至发稿，该股涨超1.5%，报12.14美元。受 电动车销量大幅增长推动，公司三季度总销量达到545,522辆，同比上升8.2%，实现连续第七个月销量 增长，符合华尔街此前预期。 ...

Core Points - Ford Motor Co. has issued a recall for its F-250, F-350, and F-450 pickup trucks due to a defect that may lead to steering issues [1] - The recall affects over 115,539 units from the 2020-2021 model years, with the defect potentially causing the upper shaft of the steering column to detach, resulting in a loss of steering control [2] - Ford dealers will replace the steering column free of charge as a remedy for the issue [2] Additional Recalls - This recall is part of a series of recalls by Ford, which recently included over 197,000 units of the Mustang Mach-E due to issues that could trap rear seat occupants after front seat passengers exit [4] - Ford also recalled 1.4 million vehicles in the U.S. related to rear camera issues, affecting various models including the Lincoln MKC, Mustang, F-Series trucks, and others [5] - Additionally, 800,000 Ford and Lincoln vehicles were recalled for separate issues, including brake fluid leaks and defective taillights [5] - Recently, Ford recalled 101,944 2016-2019 Taurus sedans due to a potential issue with the B-Pillar that could cause door trim detachment while driving [6]

Group 1 - Ford Motor Company is recognized as one of the 10 Best EV Stocks to Buy According to Hedge Funds, indicating strong institutional interest in the company [1][4] - The company reported $50 billion in revenue for the second quarter of 2025, reflecting strong market reception for its products and services [2] - Ford's Model e segment experienced significant margin improvement, with volume doubling during the quarter and a decrease in material costs [2] Group 2 - U.S. sales for Ford increased by 7%, showcasing the company's strong market presence [2] - The Expedition model saw a remarkable sales growth of 43.9%, with 31,298 units sold, marking its best second-quarter performance in 20 years [3]

Core Points - Ford is recalling over 312,000 vehicles in the US due to a brake defect that increases the risk of a crash [1][4] - The defect involves an unexpected voltage disturbance that can lead to a loss of braking power [1][4] - Approximately 1% of the recalled units, or about 3,121 vehicles, are estimated to have the defect [4][7] Recall Details - The recall affects certain 2025 models including Lincoln Navigator, F-150, Expedition, Bronco, and Ranger [2] - Ford is aware of one alleged low-speed crash and 37 warranty claims related to the defect, but no injuries or fires have been reported [4] - Drivers will receive notifications about the recall by mail on August 25, and the software update will be provided over-the-air or by dealers at no cost [6]

Financial Data and Key Metrics Changes - The company reported a record revenue of $50 billion for Q2 2025, with an adjusted EBIT of $2.1 billion, reflecting year-over-year improvement in costs [8][32] - The full-year adjusted EBIT guidance was updated to a range of $6.5 billion to $7.5 billion, net of tariffs [9][38] - Adjusted free cash flow was solid at $2.8 billion, with a strong balance sheet showing over $28 billion in cash and $46 billion in liquidity [36][37] Business Line Data and Key Metrics Changes - Ford Pro's revenue grew 11% to nearly $19 billion, with a 12.3% EBIT margin driven by a strong product lineup and disciplined pricing [33] - Model E revenue more than doubled to $2.4 billion, with margins improving nearly 44 points due to a favorable product mix [34] - Ford Blue earned nearly $700 million in the quarter, reflecting profitable market share gains and higher net pricing [35] Market Data and Key Metrics Changes - In the U.S., Ford's sales grew 7 times faster than the industry, with market share up 1.7 points sequentially [20] - The company sold more electrified vehicles than its two main domestic rivals combined, with EVs and hybrids making up close to 14% of the U.S. mix [21] - Outside the U.S., Ford gained market share in key regions such as Canada, Europe, South America, and the Middle East [23] Company Strategy and Development Direction - The company is shifting capital towards Ford Pro, reallocating resources from future EV programs to accelerate growth in high-margin services [10] - Ford aims to enhance its product lineup with a focus on trucks and iconic products, while also investing in low CO2 emissions technologies [14] - The company is committed to improving vehicle quality and reducing warranty costs, with a focus on achieving world-class vehicle quality [16] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the impact of tariffs, estimating a net headwind of about $2 billion for the year, while expressing confidence in the company's cycle plan [13][39] - The management team emphasized the importance of capital efficiency and cost improvement, with a strong balance sheet providing flexibility to invest through economic downturns [38][40] - The company is optimistic about the future, with a focus on sustainable improvements in warranty and material costs [44] Other Important Information - The company announced a regular dividend of 15 cents per share, payable on September 2, reflecting its commitment to return capital to shareholders [38] - Ford's transformation journey is well underway, with a focus on building a higher growth, higher margin, and more capital-efficient business [32] Q&A Session Summary Question: Drivers of guidance change and improvement - Management noted that the guidance reflects strong improvement in the business, particularly in cost areas, despite absorbing larger tariffs [42][43] Question: Sustainability of market share - Management expressed confidence in sustaining market share gains into the second half of the year, supported by a strong product portfolio [61][62] Question: Balancing emissions policy and EV technology - Management highlighted the importance of transforming engineering and supply chain processes to remain competitive against global OEMs, particularly Chinese manufacturers [70][71] Question: Impact of tariffs and compliance credits - Management discussed ongoing negotiations with the administration to simplify tariffs and reduce liabilities, emphasizing the potential upside for the company [83][84] Question: Electrification initiatives and regional commitments - Management indicated a focus on partnerships for EVs and a streamlined product lineup to balance investments across different regions [99]

Financial Data and Key Metrics Changes - The company reported a record revenue of $50 billion for the second quarter, with adjusted EBIT of $2.1 billion, reflecting a year-over-year improvement in costs excluding tariffs [7][32] - The full-year adjusted EBIT guidance has been updated to a range of $6.5 billion to $7.5 billion, net of tariffs [7][39] - Adjusted free cash flow was solid at $2.8 billion, with a strong balance sheet showing over $28 billion in cash and $46 billion in liquidity [36][37] Business Line Data and Key Metrics Changes - Ford Pro's revenue grew 11% to nearly $19 billion, with an EBIT margin of 12.3%, driven by a strong product lineup and high-margin services [33] - Model E revenue more than doubled to $2.4 billion, with a significant margin improvement of nearly 44 points [34] - Ford Blue earned nearly $700 million in the quarter, reflecting profitable market share gains and higher net pricing [35] Market Data and Key Metrics Changes - In the U.S., Ford's sales grew 7 times faster than the industry, with market share up 1.7 points sequentially [19] - The company sold more electrified vehicles than its two main domestic rivals combined, with EVs and hybrids making up close to 14% of the U.S. mix [20] - Outside the U.S., Ford gained market share in key markets such as Canada, Europe, South America, and the Middle East [22] Company Strategy and Development Direction - The company is shifting capital towards Ford Pro, reallocating resources from future EV programs to accelerate growth in high-margin services [9] - Ford aims to enhance its product lineup with a focus on trucks and iconic products, while also investing in low CO2 emissions technologies [13][14] - The company is committed to improving vehicle quality, with expectations of declining warranty costs in the coming years [15] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the impact of tariffs, estimating a net headwind of about $2 billion for the year, while expressing confidence in the company's cycle plan [12][39] - The management highlighted the importance of a durable national emission standard to ensure sound industry planning and reduce compliance costs [14] - The company is optimistic about its ability to navigate the changing regulatory environment and capitalize on opportunities in the EV market [66][70] Other Important Information - The company announced a regular dividend of 15 cents per share, payable on September 2, reflecting its commitment to return capital to shareholders [38] - Ford's industrial platform is focused on cost and quality improvements, targeting a net improvement of $1 billion this year, excluding tariffs [25][32] Q&A Session Summary Question: Drivers of guidance change and improvement - Management explained that the guidance reflects strong business improvement despite absorbing larger tariffs, with a focus on sustainable cost improvements [42][44] Question: Strategic spending on EV side - Management indicated a shift in EV spending and capital allocation, emphasizing flexibility in powertrain options and reallocating resources to Ford Pro [48][50] Question: Recall issues and warranty coverage - Management acknowledged improvements in warranty coverage but noted that FSAs have a longer arc, with early indicators showing lower costs for newer model years [56][58] Question: Market share sustainability - Management expressed confidence in sustaining market share gains into the second half of the year, despite expectations of a softer market [60][62] Question: Balancing emissions policy and EV competitiveness - Management highlighted the importance of changing emissions policies as a tailwind for the business, while also focusing on competitive EV strategies [66][70] Question: Tariff negotiations and outcomes - Management discussed ongoing productive conversations with the administration regarding tariff simplification and potential reductions [82][84]

Core Insights - Ford Motor Company has announced a recall of 850,318 vehicles due to issues with low-pressure fuel pumps that may lead to engine stalls [1][2][7] - This recall includes various models from 2021 to 2023, such as the Bronco, Explorer, F-series trucks, and Lincoln SUVs [2][7] - Ford estimates that only 10% of the recalled vehicles may have faulty pumps, but all units are being recalled to identify the affected ones [3] - The company will notify owners of the affected models about the defects and potential solutions [3][7] - Ford's total recalls for the year have reached 89, with over 5 million vehicles affected in 2025, marking the second-largest recall this year [4] Financial Performance - Ford's shares have declined by 8.5% over the past year, compared to a 7.1% decline in the industry [4] - The company currently holds a Zacks Rank of 3 (Hold) [6] - Other better-ranked stocks in the auto sector include Ferrari N.V., Luminar Technologies, and Westport Fuel Systems, all carrying a Zacks Rank of 2 (Buy) [6]

Ford Recalls Over 850,000 Vehicles—Including F-150s, Expeditions And Mustangs—Over Possible Fuel Pump Failure https://t.co/9GNrCcTck9 ...