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Mar 31
Ford Q1 2025 Earnings Report
Ford reported mixed results with strong pickup sales but earnings pressured by tariffs and lower margins.
Key Takeaways
Ford generated $40.7B in revenue and posted a net income of $471M in Q1 2025. While electrified vehicle sales reached record highs, EBIT and free cash flow declined sharply due to tariffs and production adjustments.
Revenue reached $40.7B, led by pickup and hybrid sales.
Net income was $471M, down from $1.33B a year ago.
Adjusted EBIT margin dropped to 2.5% from 6.5%.
Tariffs had a $200M negative impact on quarterly EBIT.
Ford
Ford
Ford Revenue by Segment
Revenue by Segment
Ford Blue Revenue
CapyFin.comFord Model e Revenue
CapyFin.comFord Pro Revenue
CapyFin.comFord Credit Revenue
CapyFin.com Forward Guidance
Ford suspended FY 2025 guidance due to tariff-related uncertainties, though core business remains within prior EBIT guidance.
Positive Outlook
- Core business tracking within $7B–$8.5B adjusted EBIT guidance.
- Solid vehicle pricing in North America.
- Strong cash and liquidity position.
- Ford Pro and hybrid vehicles continuing strong performance.
- Focus on gross margin improvements in Model e segment.
Challenges Ahead
- Tariffs expected to impact FY EBIT by $1.5B.
- Full-year guidance suspended due to tariff uncertainties.
- Potential supply chain disruptions from trade policy.
- Exposure to retaliatory tariffs from foreign governments.
- Industry pricing normalization impacting Ford Pro margins.
Revenue & Expenses
Visualization of income flow from segment revenue to net income