Core Viewpoint - Ford's CEO Jim Farley warns that Trump's tariffs on imported cars and parts are expected to last at least three years, leading to industry-wide price increases and a potential loss of $1.5 billion for Ford this year [1][3]. Group 1: Financial Performance - Ford's Q1 adjusted EPS was $0.14, exceeding analysts' expectations of a loss of $0.043, with a net income of $471 million, down 64% year-over-year [3]. - The traditional vehicle segment (Ford Blue) and commercial vehicle segment (Ford Pro) performed strongly, achieving EBIT of $1.2 billion and $1.31 billion, respectively [3]. - The electric vehicle division (Model E) reported a loss of $849 million, but the loss was less than anticipated [3]. Group 2: Tariff Impact - The tariffs are expected to increase costs for popular Ford models like the Bronco Sport and Maverick by $5,000 or more, leading to price hikes in the industry as early as this summer [1][3]. - Ford has withdrawn its 2025 earnings guidance, which previously estimated operating profits between $7 billion and $8.5 billion, due to the impact of tariffs [3][4]. - The company acknowledges that the tariffs and potential retaliatory measures from other countries pose significant risks to financial performance [4]. Group 3: Market Reactions - Following the news of Farley's pessimistic outlook, Ford's stock initially rose but closed with a gain of only 2.6% [1]. - The discussions between Canadian Prime Minister Carney and Trump have influenced the stock movements of Ford and other automotive companies [1].

Ford Motor Company (F) reported first-quarter 2025 adjusted earnings per share of 14 cents, which surpassed the Zacks Consensus Estimate of breakeven earnings but declined from 49 cents recorded in the year-ago quarter. The company’s consolidated first-quarter revenues came in at $40.66 billion, down 5% year over year. F’s total automotive revenues came in at $37.42 billion, topping the Zacks Consensus Estimate of $35.48 billion but decreasing from $39.89 billion generated a year ago.The company has suspend ...

Ford (F) is slated to release first-quarter 2025 results on May 5, after market close. The Zacks Consensus Estimate for the to-be-reported quarter’s EPS and automotive revenues is pegged at breakeven and $35.5 billion, respectively.The earnings estimate for the to-be-reported quarter has moved up by 2 cents over the past seven days. In the year-ago period, the company reported EPS of 49 cents. The Zacks Consensus Estimate for quarterly revenues suggests an 11% decline from the year-ago quarter’s figure. Ima ...

In its upcoming report, Ford Motor Company (F) is predicted by Wall Street analysts to post break-even quarterly earnings per share, reflecting a decline of 100% compared to the same period last year. Revenues are forecasted to be $35.48 billion, representing a year-over-year decrease of 11.1%.The consensus EPS estimate for the quarter has been revised 8.7% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimate ...