Ford Stock (NYSE:F) Slips as Ford Bronco Sport Raptor Breaks Cover
Elevate Your Investing Strategy:
Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
The Ford Bronco line has already seen one refresh, reports noted, with the 2025 model year. That was noteworthy in and of itself as the vehicle only saw its debut in 2021. But now, a new version is said to be coming soon, along with some minor tweaks. This new version is the Ford Bronco Sport Raptor, and reports have already spotted it out in the wild.
The biggest reason that anyone could tell this was a Sport Raptor is that the new vehicle has Raptor badges on the front doors, as well as one on the rear tailgate. There are also some cosmetic improvements like a taller ride height as well as larger fender flares. The increased ride height is actually important for one other upgrade: a new set of BFGoodrich Mud-Terrain T/A KM3 tires. These tires, reports note, are more commonly used with off-roading in mind, particularly on rocky or muddy terrain.
Earnings Season Approaches
With Ford set to reveal its earnings report in just six days, some are wondering if Ford's earnings report will give the stock price a lift. With earnings expected to be down against last year's figures—analysts expect $0.33 per share against the $0.47 per share seen this time last year—and revenues also expected to take a roughly 2% hit, some wonder if Ford's share price can get any kind of lift.
Sadly, with numbers like those already expected, it would take a fairly big surprise to turn anything around in the short term. And while there are some signs of life from discretionary income in the consumer space, it may not be enough to give any real boost in the short term.
Is Ford Stock a Good Buy Right Now?
Turning to Wall Street, analysts have a Hold consensus rating on F stock based on two Buys, 12 Holds and three Sells assigned in the past three months, as indicated by the graphic below. After a 1.97% rally in its share price over the past year, the average F price target of $10.14 per share implies 10.23% downside risk.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
2 minutes ago
- Yahoo
Earnings live: Microsoft, Meta stocks surge; Robinhood beats; Ford warns on tariff exposure
Second quarter earnings season is in full swing, and the results have been largely positive so far, with more positive surprises than negative ones. Companies had a lower bar to clear coming into the quarter, as analysts tempered their expectations amid President Trump's tariffs, stocks' lofty valuations, and uncertainty about the health of the US economy. This week, investors will be treated to another flurry of quarterly results from Big Tech companies, including Microsoft (MSFT), Apple (AAPL), Meta (META), and Amazon (AMZN). This week's reports also include updates from Spotify (SPOT), Ford (F), Procter & Gamble (PG), Boeing (BA), Starbucks (SBUX), and Qualcomm (QCOM), among others. Data from FactSet published Friday showed that with 34% of the index having reported results, analysts expect S&P 500 companies to report a 5.6% jump in earnings per share during the second quarter. Heading into the quarter, analysts expected S&P 500 earnings to rise 5% in Q2, which would mark the slowest pace of earnings growth since the fourth quarter of 2023. Here are the latest updates from corporate America. Ford reports Q2 earnings beat but takes $800M tariff hit Ford (F) posted an earnings and revenue beat for the second quarter and reinstated full-year guidance. However, the automaker upped its full-year tariff exposure after seeing $800 million in tariff costs in Q2 alone. Yahoo Finance's Pras Subramanian reports: Read more here. Robinhood Q2 results likely boosted by strong trading activity Robinhood (HOOD) reported strong results as market volatility and the return of meme stocks fueled investor activity on the platform. Options contracts traded on Robinhood increased 32% year over year to a record 515 million, the company said. The company also appeared to benefit from new product launches, including tokenized stocks. For the quarter, Robinhood's net revenue was $989 million, versus the Street's estimate of $921.5 million, per Bloomberg consensus data. Earnings per share came in at $0.42, higher than the $0.34 per share estimated. Robinhood stock oscillated after hours as investors digested the results. Shares have been on a tear this year — up 185% year to date — largely driven by crypto and AI hype. Meta beats Q2 expectations, stock jumps on better than anticipated Q3 outlook Facebook parent Meta (META) outperformed expectations in the June quarter and offered a better than expected outlook for Q3 as investors search for clarity on the company's Superintelligence and AI strategy. Revenue of $47.5 billion surpassed analyst expectations for $44.83 billion, according to Bloomberg consensus estimates. During the same period last year, Meta brought in revenue of $39.07 billion. For the quarter, the company saw earnings per share of $7.14, compared to estimates of $5.89 and EPS of $5.16 last year. Advertising revenue was $46.5 billion, compared to an expected $44.07 billion. The company's Reality Labs segment lost $4.5 billion, compared to expectations of a $4.8 billion loss. For the third quarter, Meta forecast revenue of $47.5 billion to $50 billion, higher than the Street's estimate of $46.5 billion. Meta stock surged 10% after hours. Meta's results come as the company has supercharged its artificial hiring and spending spree. On Friday, CEO Mark Zuckerberg named former OpenAI ( researcher Shengjia Zhao as chief scientist of Meta's Superintelligence Lab. Read more here. Microsoft posts Q4 beat on top and bottom lines on cloud, AI strength Microsoft (MSFT) stock climbed 6% after hours after the tech giant posted strong earnings and cloud strength. Here's what Microsoft reported compared to consensus estimates compiled by Bloomberg: Yahoo Finance's Dan Howley reports that Intelligent Cloud segment revenue, which includes Microsoft's Azure business, topped out at $29.8 billion. Analysts were looking for $29.09 billion. Read more here. Earnings are driving the Big Tech rally Yahoo Finance's Josh Schafer writes: Read Yahoo Finance's Chartbook here. GE HealthCare results beat estimates, company sees diminished tariff impact GE HealthCare Technologies (GEHC) said on Wednesday that tariffs have a lower impact than it previously expected, which helped the company boost its full-year forecast. Per Reuters, the company expects adjusted profit of $4.43 to $4.63 per share for 2025, compared with its previous range of $3.90 to $4.10 per share. The forecast includes a $0.45 per share hit from tariffs, which is lower than the $0.85 per share, or $500 million, impact it guided to in April. Revenue and earnings also beat expectations. Earnings were $1.06 per share, including a $0.06 hit from tariffs, and revenue of $5.01 billion. Here's a detailed look at revenue growth across GE HealthCare's segments: Read more here or listen to the earnings call live here. Garmin stock rises after the company raised its full-year outlook Reuters reports: Read more here. Etsy beats quarterly revenue estimates on strong demand Etsy (ETSY) stock gained 6% in premarket trading after the company's quarterly results showed it was largely able to withstand a slowdown in consumer spending. Reuters reports: Read more here. Hershey lowers earnings guidance Hershey (HSY) lowered its full-year earnings guidance on Wednesday, reflecting the effects of tariffs for the rest of the year. The chocolate maker expects its adjusted earnings per share to fall 36% to 38% this year, compared to its prior forecast of earnings declining in the mid-30% range. Hershey also said that its tariff expenses for the full year will be approximately $170 million to $180 million. The company's top- and bottom-line results beat Wall Street estimates, according to S&P Global Market Intelligence: Hershey's earnings call begins at 8:15 a.m. ET. You can listen to it here. Harley-Davidson posts lower second-quarter profit as tariffs weigh Harley-Davidson (HOG) stock rose 8% premarket on Wednesday, despite reporting lower second-quarter profit and not providing an annual forecast. The motorcycle company did announce a new partnership with KKR (KKR) and Pimco (PDI). Reuters reports: Read more here. Kraft Heinz beats quarterly revenue estimates on steady US demand Reuters reports: Insurer Humana raises annual profit forecast, shares climb Humana (HUM) stock rose 7% on Wednesday before the bell after the health insurance group raised its annual profit forecast. Reuters reports: Read more here. Vans parent VF Corp beats quarterly revenue estimates on improving demand Vans parent group, VF Corp (VFC) beat first-quarter revenue estimates on Wednesday. Aided by an uptick in demand for its apparel and footwear products, the company's stock rose 15% in premarket trading. Reuters reports: Read more here. Seagate forecasts first-quarter revenue and profit below estimates, shares slump Seagate (STX) stock fell more than 6% premarket on Wednesday after the company's first-quarter revenue fell slightly below Wall Street expectations the day prior. Reuters reports: Read more here. Meta and Microsoft are set to kick off this week's Big Tech earnings Yahoo Finance's Dan Howley has previews of both Meta (META) and Microsoft (MSFT), whose reports come Wednesday. For Meta, it's all about the AI hiring spree: And Microsoft remains chugging along, its stock up more than 20% this year. Dan says Alphabet's (GOOG, GOOGL) well-received results last week could bode well for Microsoft, as investors focus on AI-driven sales gains: Read more on Meta and Microsoft. Visa profit rises on resilient consumer spending Reuters reports: The stock was down in early after-hours trading, however. Read more here. Starbucks reports 6th straight US sales decline as CEO Brian Niccol continues turnaround efforts Starbucks (SBUX) reported a sixth-straight quarterly drop in US same-store sales on Tuesday. The company continues to grapple with an uncertain consumer environment as CEO Brian Niccol continues his turnaround efforts at the coffee giant. US same-store sales fell 2%, in line with the prior quarter's drop but less than the 2.5% drop that had been forecast. That was driven lower by a 4% decline in comparable transactions. Wall Street expected a sharper 4.5% decline. Global same-store sales fell 2%, more than the 1.5% decline expected, per Bloomberg data, marking an acceleration from the previous quarter's 1% drop. CEO Brian Niccol said in the release the company has "fixed a lot and done the hard work on the hard things to build a strong operating foundation, and based on my experience of turnarounds, we are ahead of schedule." Read more here. Royal Caribbean lifts annual profit forecast on steady cruise demand Royal Caribbean's (RCL) stock fell 8% on Tuesday after the cruise line forecast its current-quarter profit below estimates. The company raised its annual forecast and is banking on resilient demand for its luxury destinations. Reuters reports: Read more here. Starbucks set to report 6th straight US sales decline amid turnaround efforts Starbucks (SBUX) will report second quarter earnings after the bell on Tuesday, and the company faces several headwinds as it looks to gain traction on its turnaround efforts and as consumers pull back on coffee purchases. Same-store sales are expected to decline once again, despite new CEO Brian Niccol's initiatives and cost-cutting efforts. Yahoo Finance's Brooke DiPalma previews what Wall Street is watching for: Read more here. Stellantis to absorb $1.7 billion in tariff costs in 2025 Stellantis (STLA) shared updated first-half results after giving early numbers last week. The company said that President Trump's tariffs will cost it $1.73 billion in 2025. Yahoo Finance's senior reporter Pras Subramanian looks into the automakers earnings further and its anticipated tariff hit: Read more here. Ford reports Q2 earnings beat but takes $800M tariff hit Ford (F) posted an earnings and revenue beat for the second quarter and reinstated full-year guidance. However, the automaker upped its full-year tariff exposure after seeing $800 million in tariff costs in Q2 alone. Yahoo Finance's Pras Subramanian reports: Read more here. Ford (F) posted an earnings and revenue beat for the second quarter and reinstated full-year guidance. However, the automaker upped its full-year tariff exposure after seeing $800 million in tariff costs in Q2 alone. Yahoo Finance's Pras Subramanian reports: Read more here. Robinhood Q2 results likely boosted by strong trading activity Robinhood (HOOD) reported strong results as market volatility and the return of meme stocks fueled investor activity on the platform. Options contracts traded on Robinhood increased 32% year over year to a record 515 million, the company said. The company also appeared to benefit from new product launches, including tokenized stocks. For the quarter, Robinhood's net revenue was $989 million, versus the Street's estimate of $921.5 million, per Bloomberg consensus data. Earnings per share came in at $0.42, higher than the $0.34 per share estimated. Robinhood stock oscillated after hours as investors digested the results. Shares have been on a tear this year — up 185% year to date — largely driven by crypto and AI hype. Robinhood (HOOD) reported strong results as market volatility and the return of meme stocks fueled investor activity on the platform. Options contracts traded on Robinhood increased 32% year over year to a record 515 million, the company said. The company also appeared to benefit from new product launches, including tokenized stocks. For the quarter, Robinhood's net revenue was $989 million, versus the Street's estimate of $921.5 million, per Bloomberg consensus data. Earnings per share came in at $0.42, higher than the $0.34 per share estimated. Robinhood stock oscillated after hours as investors digested the results. Shares have been on a tear this year — up 185% year to date — largely driven by crypto and AI hype. Meta beats Q2 expectations, stock jumps on better than anticipated Q3 outlook Facebook parent Meta (META) outperformed expectations in the June quarter and offered a better than expected outlook for Q3 as investors search for clarity on the company's Superintelligence and AI strategy. Revenue of $47.5 billion surpassed analyst expectations for $44.83 billion, according to Bloomberg consensus estimates. During the same period last year, Meta brought in revenue of $39.07 billion. For the quarter, the company saw earnings per share of $7.14, compared to estimates of $5.89 and EPS of $5.16 last year. Advertising revenue was $46.5 billion, compared to an expected $44.07 billion. The company's Reality Labs segment lost $4.5 billion, compared to expectations of a $4.8 billion loss. For the third quarter, Meta forecast revenue of $47.5 billion to $50 billion, higher than the Street's estimate of $46.5 billion. Meta stock surged 10% after hours. Meta's results come as the company has supercharged its artificial hiring and spending spree. On Friday, CEO Mark Zuckerberg named former OpenAI ( researcher Shengjia Zhao as chief scientist of Meta's Superintelligence Lab. Read more here. Facebook parent Meta (META) outperformed expectations in the June quarter and offered a better than expected outlook for Q3 as investors search for clarity on the company's Superintelligence and AI strategy. Revenue of $47.5 billion surpassed analyst expectations for $44.83 billion, according to Bloomberg consensus estimates. During the same period last year, Meta brought in revenue of $39.07 billion. For the quarter, the company saw earnings per share of $7.14, compared to estimates of $5.89 and EPS of $5.16 last year. Advertising revenue was $46.5 billion, compared to an expected $44.07 billion. The company's Reality Labs segment lost $4.5 billion, compared to expectations of a $4.8 billion loss. For the third quarter, Meta forecast revenue of $47.5 billion to $50 billion, higher than the Street's estimate of $46.5 billion. Meta stock surged 10% after hours. Meta's results come as the company has supercharged its artificial hiring and spending spree. On Friday, CEO Mark Zuckerberg named former OpenAI ( researcher Shengjia Zhao as chief scientist of Meta's Superintelligence Lab. Read more here. Microsoft posts Q4 beat on top and bottom lines on cloud, AI strength Microsoft (MSFT) stock climbed 6% after hours after the tech giant posted strong earnings and cloud strength. Here's what Microsoft reported compared to consensus estimates compiled by Bloomberg: Yahoo Finance's Dan Howley reports that Intelligent Cloud segment revenue, which includes Microsoft's Azure business, topped out at $29.8 billion. Analysts were looking for $29.09 billion. Read more here. Microsoft (MSFT) stock climbed 6% after hours after the tech giant posted strong earnings and cloud strength. Here's what Microsoft reported compared to consensus estimates compiled by Bloomberg: Yahoo Finance's Dan Howley reports that Intelligent Cloud segment revenue, which includes Microsoft's Azure business, topped out at $29.8 billion. Analysts were looking for $29.09 billion. Read more here. Earnings are driving the Big Tech rally Yahoo Finance's Josh Schafer writes: Read Yahoo Finance's Chartbook here. Yahoo Finance's Josh Schafer writes: Read Yahoo Finance's Chartbook here. GE HealthCare results beat estimates, company sees diminished tariff impact GE HealthCare Technologies (GEHC) said on Wednesday that tariffs have a lower impact than it previously expected, which helped the company boost its full-year forecast. Per Reuters, the company expects adjusted profit of $4.43 to $4.63 per share for 2025, compared with its previous range of $3.90 to $4.10 per share. The forecast includes a $0.45 per share hit from tariffs, which is lower than the $0.85 per share, or $500 million, impact it guided to in April. Revenue and earnings also beat expectations. Earnings were $1.06 per share, including a $0.06 hit from tariffs, and revenue of $5.01 billion. Here's a detailed look at revenue growth across GE HealthCare's segments: Read more here or listen to the earnings call live here. GE HealthCare Technologies (GEHC) said on Wednesday that tariffs have a lower impact than it previously expected, which helped the company boost its full-year forecast. Per Reuters, the company expects adjusted profit of $4.43 to $4.63 per share for 2025, compared with its previous range of $3.90 to $4.10 per share. The forecast includes a $0.45 per share hit from tariffs, which is lower than the $0.85 per share, or $500 million, impact it guided to in April. Revenue and earnings also beat expectations. Earnings were $1.06 per share, including a $0.06 hit from tariffs, and revenue of $5.01 billion. Here's a detailed look at revenue growth across GE HealthCare's segments: Read more here or listen to the earnings call live here. Garmin stock rises after the company raised its full-year outlook Reuters reports: Read more here. Reuters reports: Read more here. Etsy beats quarterly revenue estimates on strong demand Etsy (ETSY) stock gained 6% in premarket trading after the company's quarterly results showed it was largely able to withstand a slowdown in consumer spending. Reuters reports: Read more here. Etsy (ETSY) stock gained 6% in premarket trading after the company's quarterly results showed it was largely able to withstand a slowdown in consumer spending. Reuters reports: Read more here. Hershey lowers earnings guidance Hershey (HSY) lowered its full-year earnings guidance on Wednesday, reflecting the effects of tariffs for the rest of the year. The chocolate maker expects its adjusted earnings per share to fall 36% to 38% this year, compared to its prior forecast of earnings declining in the mid-30% range. Hershey also said that its tariff expenses for the full year will be approximately $170 million to $180 million. The company's top- and bottom-line results beat Wall Street estimates, according to S&P Global Market Intelligence: Hershey's earnings call begins at 8:15 a.m. ET. You can listen to it here. Hershey (HSY) lowered its full-year earnings guidance on Wednesday, reflecting the effects of tariffs for the rest of the year. The chocolate maker expects its adjusted earnings per share to fall 36% to 38% this year, compared to its prior forecast of earnings declining in the mid-30% range. Hershey also said that its tariff expenses for the full year will be approximately $170 million to $180 million. The company's top- and bottom-line results beat Wall Street estimates, according to S&P Global Market Intelligence: Hershey's earnings call begins at 8:15 a.m. ET. You can listen to it here. Harley-Davidson posts lower second-quarter profit as tariffs weigh Harley-Davidson (HOG) stock rose 8% premarket on Wednesday, despite reporting lower second-quarter profit and not providing an annual forecast. The motorcycle company did announce a new partnership with KKR (KKR) and Pimco (PDI). Reuters reports: Read more here. Harley-Davidson (HOG) stock rose 8% premarket on Wednesday, despite reporting lower second-quarter profit and not providing an annual forecast. The motorcycle company did announce a new partnership with KKR (KKR) and Pimco (PDI). Reuters reports: Read more here. Kraft Heinz beats quarterly revenue estimates on steady US demand Reuters reports: Reuters reports: Insurer Humana raises annual profit forecast, shares climb Humana (HUM) stock rose 7% on Wednesday before the bell after the health insurance group raised its annual profit forecast. Reuters reports: Read more here. Humana (HUM) stock rose 7% on Wednesday before the bell after the health insurance group raised its annual profit forecast. Reuters reports: Read more here. Vans parent VF Corp beats quarterly revenue estimates on improving demand Vans parent group, VF Corp (VFC) beat first-quarter revenue estimates on Wednesday. Aided by an uptick in demand for its apparel and footwear products, the company's stock rose 15% in premarket trading. Reuters reports: Read more here. Vans parent group, VF Corp (VFC) beat first-quarter revenue estimates on Wednesday. Aided by an uptick in demand for its apparel and footwear products, the company's stock rose 15% in premarket trading. Reuters reports: Read more here. Seagate forecasts first-quarter revenue and profit below estimates, shares slump Seagate (STX) stock fell more than 6% premarket on Wednesday after the company's first-quarter revenue fell slightly below Wall Street expectations the day prior. Reuters reports: Read more here. Seagate (STX) stock fell more than 6% premarket on Wednesday after the company's first-quarter revenue fell slightly below Wall Street expectations the day prior. Reuters reports: Read more here. Meta and Microsoft are set to kick off this week's Big Tech earnings Yahoo Finance's Dan Howley has previews of both Meta (META) and Microsoft (MSFT), whose reports come Wednesday. For Meta, it's all about the AI hiring spree: And Microsoft remains chugging along, its stock up more than 20% this year. Dan says Alphabet's (GOOG, GOOGL) well-received results last week could bode well for Microsoft, as investors focus on AI-driven sales gains: Read more on Meta and Microsoft. Yahoo Finance's Dan Howley has previews of both Meta (META) and Microsoft (MSFT), whose reports come Wednesday. For Meta, it's all about the AI hiring spree: And Microsoft remains chugging along, its stock up more than 20% this year. Dan says Alphabet's (GOOG, GOOGL) well-received results last week could bode well for Microsoft, as investors focus on AI-driven sales gains: Read more on Meta and Microsoft. Visa profit rises on resilient consumer spending Reuters reports: The stock was down in early after-hours trading, however. Read more here. Reuters reports: The stock was down in early after-hours trading, however. Read more here. Starbucks reports 6th straight US sales decline as CEO Brian Niccol continues turnaround efforts Starbucks (SBUX) reported a sixth-straight quarterly drop in US same-store sales on Tuesday. The company continues to grapple with an uncertain consumer environment as CEO Brian Niccol continues his turnaround efforts at the coffee giant. US same-store sales fell 2%, in line with the prior quarter's drop but less than the 2.5% drop that had been forecast. That was driven lower by a 4% decline in comparable transactions. Wall Street expected a sharper 4.5% decline. Global same-store sales fell 2%, more than the 1.5% decline expected, per Bloomberg data, marking an acceleration from the previous quarter's 1% drop. CEO Brian Niccol said in the release the company has "fixed a lot and done the hard work on the hard things to build a strong operating foundation, and based on my experience of turnarounds, we are ahead of schedule." Read more here. Starbucks (SBUX) reported a sixth-straight quarterly drop in US same-store sales on Tuesday. The company continues to grapple with an uncertain consumer environment as CEO Brian Niccol continues his turnaround efforts at the coffee giant. US same-store sales fell 2%, in line with the prior quarter's drop but less than the 2.5% drop that had been forecast. That was driven lower by a 4% decline in comparable transactions. Wall Street expected a sharper 4.5% decline. Global same-store sales fell 2%, more than the 1.5% decline expected, per Bloomberg data, marking an acceleration from the previous quarter's 1% drop. CEO Brian Niccol said in the release the company has "fixed a lot and done the hard work on the hard things to build a strong operating foundation, and based on my experience of turnarounds, we are ahead of schedule." Read more here. Royal Caribbean lifts annual profit forecast on steady cruise demand Royal Caribbean's (RCL) stock fell 8% on Tuesday after the cruise line forecast its current-quarter profit below estimates. The company raised its annual forecast and is banking on resilient demand for its luxury destinations. Reuters reports: Read more here. Royal Caribbean's (RCL) stock fell 8% on Tuesday after the cruise line forecast its current-quarter profit below estimates. The company raised its annual forecast and is banking on resilient demand for its luxury destinations. Reuters reports: Read more here. Starbucks set to report 6th straight US sales decline amid turnaround efforts Starbucks (SBUX) will report second quarter earnings after the bell on Tuesday, and the company faces several headwinds as it looks to gain traction on its turnaround efforts and as consumers pull back on coffee purchases. Same-store sales are expected to decline once again, despite new CEO Brian Niccol's initiatives and cost-cutting efforts. Yahoo Finance's Brooke DiPalma previews what Wall Street is watching for: Read more here. Starbucks (SBUX) will report second quarter earnings after the bell on Tuesday, and the company faces several headwinds as it looks to gain traction on its turnaround efforts and as consumers pull back on coffee purchases. Same-store sales are expected to decline once again, despite new CEO Brian Niccol's initiatives and cost-cutting efforts. Yahoo Finance's Brooke DiPalma previews what Wall Street is watching for: Read more here. Stellantis to absorb $1.7 billion in tariff costs in 2025 Stellantis (STLA) shared updated first-half results after giving early numbers last week. The company said that President Trump's tariffs will cost it $1.73 billion in 2025. Yahoo Finance's senior reporter Pras Subramanian looks into the automakers earnings further and its anticipated tariff hit: Read more here. Stellantis (STLA) shared updated first-half results after giving early numbers last week. The company said that President Trump's tariffs will cost it $1.73 billion in 2025. Yahoo Finance's senior reporter Pras Subramanian looks into the automakers earnings further and its anticipated tariff hit: Read more here. Sign in to access your portfolio
Yahoo
32 minutes ago
- Yahoo
Ford reports Q2 earnings beat but takes $800M tariff hit
Ford (F) posted an earnings and revenue beat for the second quarter, reinstated full-year guidance, but upped its full-year tariff exposure after seeing $800 million in tariff costs in Q2 alone. For the year, Ford said it now expects a "net tariff-related headwind of about $2 billion," which reflects a $3 billion gross adverse adjusted EBIT (earnings before interest and taxes) impact, partially offset by $1 billion of mitigation efforts. Ford CFO Sherry House said on a call with reporters that mitigation efforts could include higher pricing for certain vehicles or using "bonded" rail carriers between Canada and Mexico. Ford also issued new guidance, with full-year adjusted EBIT seen at $6.5 billion to $7.5 billion, which the company says now takes into account the $2 billion tariff impact. Ford also said it sees full-year adjusted free cash flow in a range of $3.5 billion to $4.5 billion, with capital expenditures of about $9 billion. Ford shares were volatile in after-hours trading, down over 4% immediately following the news. Prior to withdrawing guidance in February, the company had seen full-year adjusted EBIT guidance $7.0 billion to $8.5 billion. For the quarter, Ford reported revenue of $50.2 billion vs $44.14 billion estimated per Bloomberg consensus, up 5% compared to a year ago. Ford posted adjusted earnings per share (EPS) of $0.37 vs. $0.33 expected, on adjusted EBIT (earnings before interest and taxes) of $2.1 billion vs $1.91 billion estimated. Ford said its adjusted EBIT was impacted by $800 million in net tariff exposure in Q2. Last week Big Three rival GM (GM) reported profit dipped in Q2 as tariffs added $1.1 billion to costs. And Dodge-parent Stellantis (STLA) said on Tuesday that tariffs ate away nearly $350 million in profit in Q2, with the full-year tally expected at $1.73 billion. The impact of tariffs, as well as rising warranty costs for recalls that have plagued Ford vehicles weighed on results. For example, Ford booked a $570 million charge in Q2 related to the recall of 700,000 SUVs due to fire risk. As part of its Ford+ plan, Ford divided its business into three units: Ford Blue for the traditional gas-powered business, Ford Model e for the electric vehicle division, and Ford Pro for its commercial and super duty truck business. Ford reported the following in Q2: Ford Blue: $25.8 billion in revenue, $661 million in EBIT Model e: $2.4 billion in revenue, -$1.329 billion in EBIT Ford Pro: $18.8 billion in revenue, $2.318 billion in EBIT Look for Farley to weigh in on trade deals the Trump team struck with the UK and EU on the earnings call; Farley has said deals like those are unfair given the fact vehicles imported from Canada and Mexico, which use a high-percentage of US-made parts, are tariffed at a much higher 25%. Despite tariffs, Ford saw sales gains in Q2 as the company's employee pricing for all strategy was a huge sales mover. Ford posted Q2 US sales of 612,095 units, a 14% jump compared to a year ago and well ahead of the 1.7% estimated industry sales growth rate. Hybrid (+23%) sales for vehicles like the Maverick, and gas-powered vehicle sales (+15%) like the Bronco SUV drove the sales gains, while EV sales lagged (-31%). Speaking of EVs, commentary from executives on the outlook for business given the loss of consumer EV tax credits will be another item on the agenda. Pras Subramanian is the lead auto reporter for Yahoo Finance. You can follow him on X and on Instagram. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
34 minutes ago
- Business Wire
Ford Reports Second Quarter 2025 Financial Results
DEARBORN, Mich.--(BUSINESS WIRE)--Ford Motor Company (NYSE: F) today reported second quarter 2025 financial results and reinstated full-year 2025 guidance. The company also declared a third-quarter regular dividend of 15 cents per share, payable on Sept. 2 to shareholders of record at the close of business on Aug. 11. Visit the company's Investor Relations website at to view the earnings release, earnings presentation and other supporting material. At 5:00 p.m. ET, Ford and Ford Motor Credit Company management will hold a conference call to discuss these financial results. For the webcast, click here. Representatives of the investment community will be able to ask questions on the call. The webcast will be available for replay for approximately one week following the call at this link. About Ford Motor Company Ford Motor Company (NYSE: F) is a global company based in Dearborn, Michigan, committed to helping build a better world, where every person is free to move and pursue their dreams. The company's Ford+ plan for growth and value creation combines existing strengths, new capabilities, and always-on relationships with customers to enrich experiences for customers and deepen their loyalty. Ford develops and delivers innovative, must-have Ford trucks, sport utility vehicles, commercial vans and cars and Lincoln luxury vehicles, along with connected services. The company offers freedom of choice through three customer-centered business segments: Ford Blue, engineering iconic gas-powered and hybrid vehicles; Ford Model e, inventing breakthrough electric vehicles ('EVs') along with embedded software that defines always-on digital experiences for all customers; and Ford Pro, helping commercial customers transform and expand their businesses with vehicles and services tailored to their needs. Additionally, the Company provides financial services through Ford Motor Credit Company. Ford employs about 169,000 people worldwide. More information about the company and its products and services is available at For news releases, related materials and high-resolution photos and video, visit
