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Dec 31, 2025
Ford Q4 2025 Earnings Report
Ford reported lower profitability and a significant net loss due to large special charges in the quarter.
Key Takeaways
In Q4 2025, Ford generated solid revenue but reported a substantial net loss driven by EV-related asset impairments and restructuring charges, while adjusted profitability remained positive.
Revenue reached $45.90B despite margin pressure
Adjusted EBIT remained positive at $1.04B
Net loss was driven by significant special items
Ford Credit delivered stable earnings contribution
Revenue by Segment
Forward Guidance
For 2026, Ford expects improved profitability supported by cost reductions, services growth, and stabilizing market conditions, despite continued EV-related investments.
Positive Outlook
- Expected adjusted EBIT of $8.0B–$10.0B in 2026
- Material and warranty cost reductions
- Growth in high-margin software and services
- Stabilization in aluminum supply costs
- Strong positioning in trucks and commercial vehicles
Challenges Ahead
- Continued losses in Model e segment
- Ongoing EV investment requirements
- Commodity cost headwinds
- Adverse foreign exchange impacts
- Special charges related to EV strategy
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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