- Ford’s adjusted earnings per share (EPS) for the first quarter were 14 cents, surpassing estimates of a loss per share of 4.3 cents but lower than last year’s 49 cents.
- Total revenue reached $40.7 billion, decreasing by 4.9% compared to the same period last year.
- Ford Blue division revenue stood at $21 billion, a 3.7% decline year-over-year, yet above the estimated $20.08 billion.
- Ford Model e revenue surged to $1.2 billion from $100 million a year earlier; slightly missing the $1.22 billion estimate.
- Ford Pro revenue was $15.2 billion, down 16% year-over-year, but above the $14.63 billion estimate.
- Adjusted EBIT was $1 billion, marking a 64% decrease from last year, yet considerably higher than the estimated $308 million.
- The adjusted EBIT margin was 2.5%, compared to 6.5% last year, exceeding the estimated 1.57%.
- Ford Blue reported EBIT of $96 million, an 89% decrease, but better than the estimated loss of $288.3 million.
- Ford Model e saw an EBIT loss of $849 million, which was a 36% decrease from the previous year and less than the anticipated $1.4 billion loss.
- Ford Pro achieved EBIT of $1.31 billion, a 56% decrease year-over-year.
- Management stated that Ford’s core business remains strong, aligning with its previous adjusted EBIT guidance range of $7 billion to $8.5 billion, excluding tariff impacts.
- Ford forecasts a net adverse adjusted EBIT impact of about $1.5 billion for the full year 2025 due to tariffs.
- Given potential risks like supply chain disruptions, tariffs, and policy changes, Ford is suspending its guidance.
- The company plans to update its forecast during the second quarter earnings call.
Ford Motor Co on Smartkarma
Analysts on Smartkarma, like Baptista Research, are closely monitoring Ford Motor Co‘s performance. In their report titled “Ford Motors’ New EV & Hybrid Strategy & New Restructuring Plan – Will It Pay Off?“, the company’s financial landscape is described as a mix of growth and setbacks. Despite challenges, Ford reported record revenue of $185 billion in 2024, driven by strong demand in its truck and commercial vehicle segments. The F-Series retained its position as the best-selling pickup truck in the U.S., indicating positive momentum for the company.
In another analysis by Baptista Research titled “Is Ford’s Future on the Line? The Impact of Trump’s Tariffs and EV Tax Cuts Explained!“, Ford’s third-quarter results in 2024 showcased strategic maneuvers amidst ongoing challenges. The earnings call highlighted progress in global operations restructuring. Analysts are paying attention to the implications of external factors like tariffs and EV tax cuts on Ford’s future performance, providing valuable insights for investors to consider in their decision-making processes.
A look at Ford Motor Co Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 5 | |
| Growth | 2 | |
| Resilience | 2 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores for Ford Motor Co, the company seems to have a strong long-term outlook. With a high score in Dividend and Momentum, Ford Motor Co is showing promising signs of stability and positive market performance. Its Value score also indicates that the company may be undervalued compared to its peers, which could present a good investment opportunity for value investors. However, the lower scores in Growth and Resilience suggest that there might be areas where the company could improve to secure long-term growth and withstand market uncertainties.
Overall, Ford Motor Co‘s Smart Scores paint a picture of a company with solid dividend returns and positive market momentum, while also hinting at potential areas for enhancement in terms of growth prospects and resilience. Investors may find Ford Motor Co an interesting option to consider for its strong dividend performance and promising market momentum.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Analytics and News
- ✓ Events & Webinars
