Latest news with #F-Series
Yahoo
01-08-2025
- Automotive
- Yahoo
Ford Reports Strong Results, Reinstates Outlook on Tariff Impact
Key Takeaways Ford exceeded earnings and revenue forecasts as its commercial vehicle unit posted strong sales. The automaker reinstated its 2025 guidance after suspending it in May because of tariff uncertainty. Ford now sees tariffs will cost $2 billion this year, up from its previous estimate of $1.5 Motor (F) shares advanced modestly as the automaker posted better-than-expected results, although it lowered its guidance as it sees tariff impacts to be greater than previously thought. Ford reported second-quarter adjusted earnings per share (EPS) of $0.37, with revenue growing 5% year-over-year to $50.18 billion. Both exceeded Visible Alpha estimates. The results were driven by an 11% increase in sales to $18.8 billion at Ford Pro, its commercial vehicle division. Sales at its electric vehicle segment, Ford Model e, jumped 184% to $2.4 billion. However, sales at the Ford Blue unit, which includes internal combustion engine vehicles such as its popular F-Series trucks, Bronco, and Mustang, were down 3% to $25.8 billion. CFO Sherry House said the management was "remaking Ford into a higher-growth, higher-margin and more durable business—and allocating capital where we can compete, win and grow." However, the company noted that it anticipates the full-year costs of tariffs will be $3 billion, although it said mitigation efforts will reduce that effect by $1 billion. In its Q1 report, it explained that it was looking for $2.5 billion in tariff expenses with a $1 billion offset. At that time, it said that because of tariff uncertainty, it was withdrawing its previous 2025 outlook of adjusted EBIT of $7.0 billion to $8.5 billion. Ford now is looking for adjusted EBIT of $6.5 billion to $7.5 billion. Shares of Ford Motor, which rose 1.5% in recent trading, are up about 11% this year. Read the original article on Investopedia 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
Yahoo
01-08-2025
- Automotive
- Yahoo
Ford's US July sales rise over 9% on SUV, pickup demand
(Reuters) -Ford on Friday reported a 9.3% rise in U.S. auto sales for July compared to the previous year, helped by sustained demand for pickup trucks and SUVs. Aggressive discount programs and its "zero, zero, zero" campaign, offering a $0 down payment, zero percent interest for 48 months and zero payments for the first 90 days on most vehicles, helped the company gain some market share. Ford, whose lineup leans heavily on SUVs and pickup trucks, has also continued to benefit from demand from buyers towards larger vehicles. Sales of its top-selling F-Series were up 6.6% to 73,538 trucks in July. The Detroit automaker notched sales of 189,313 units compared with 173,223 units a year ago. 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
Reuters
01-08-2025
- Automotive
- Reuters
Ford's US July sales rise over 9% on SUV, pickup demand
Aug 1 (Reuters) - Ford (F.N), opens new tab on Friday reported a 9.3% rise in U.S. auto sales for July compared to the previous year, helped by sustained demand for pickup trucks and SUVs. Aggressive discount programs and its "zero, zero, zero" campaign, offering a $0 down payment, zero percent interest for 48 months and zero payments for the first 90 days on most vehicles, helped the company gain some market share. Ford, whose lineup leans heavily on SUVs and pickup trucks, has also continued to benefit from demand from buyers towards larger vehicles. Sales of its top-selling F-Series were up 6.6% to 73,538 trucks in July. The Detroit automaker notched sales of 189,313 units compared with 173,223 units a year ago.
Yahoo
25-07-2025
- Automotive
- Yahoo
Where Will Ford Motor Company Be in 3 Years?
Key Points Ford Motor recently announced stellar sales numbers for the second quarter. Tariffs will likely hurt its financials although the automaker should be able to work through it. Higher sales and higher costs may offset each other, potentially limiting Ford's near-term upside. 10 stocks we like better than Ford Motor Company › The automotive industry has been reeling for months following the Trump administration's announced tariffs, which have threatened to increase costs, likely leading to higher prices for consumers. Ford Motor Company (NYSE: F) approached the situation aggressively, marketing to its American roots and offering vehicle buyers employee-level pricing for a three-month period. It worked. Ford recently announced fantastic second-quarter vehicle sales, including an estimated 1.8-percentage-point gain in market share. Now, the company has followed it up with a new promotion aimed at lowering up-front costs for buyers. With Ford building sales momentum, it's fair to ask where the stock might be in three years. I dove into the numbers to find out. Here is what you need to know. Combating tariff headwinds with volume Despite Ford's standing as a leading American vehicle brand, it is a global business, both in supply chain and in sales. The tricky part is figuring out just how tariffs will affect the company, which is remarkably difficult due to the Trump Administration's inconsistent messaging on policy. As of first-quarter earnings, management was anticipating a net headwind of $1.5 billion to Ford's 2025 earnings before interest and taxes (EBIT). It appears that part of Ford's strategy has been to lean into the tariff headwinds as an opportunity to leverage its American identity with U.S. consumers. Ford extended employee-level pricing to buyers as part of its "From America, For America" campaign. The promotion, which ran from early April to early July, was a winner. Ford's vehicle sales skyrocketed by 14.2% in Q2 2025, including: The highest Q2 sales for F-Series trucks since 2019. Record sales for electric vehicles. The highest volume for the Lincoln brand since 2007. 20% growth in paid subscriptions for Ford Pro software. Automotive manufacturers have high fixed costs associated with operating factories. Investors will need to see management's updated financial outlook when Ford releases its full Q2 earnings on July 30. Still, it would prove a savvy move by Ford if the company could grow its sales volume enough to offset tariff-related costs, while boosting market share and giving the Ford brand some momentum in the process. Ford's fundamentals remain resilient Tariffs, in some shape or form, are looming. Analysts have already baked a sizable hit to earnings into Ford's 2025 estimates. The consensus on Wall Street is that earnings will drop from $1.84 per share last year to an estimated $1.12 this year. Beyond the effect on earnings, the important takeaway is that Ford can remain profitable. While investors must read between the lines until Ford releases its Q2 earnings, management probably wouldn't follow its Q2 promotion with another campaign if the company were losing more money selling all those additional vehicles. The dividend, yielding over 5.3%, is still just 54% of 2025 earnings estimates, and management reiterated Ford's balance sheet strength in Q1, which ended with $27 billion in cash and $45 billion in total liquidity. Ford should have ample financial resources to weather the tariff uncertainty, and its decision to pursue market share in this situation underscores that confidence. Where might the stock be in three years? It's worth noting that the auto industry is highly competitive, and companies must continually invest in updating, maintaining, and upgrading expensive factories. Ford is a significant industry player, yet its stock has still badly lagged the broader stock market over time. Therefore, even if Ford successfully navigates the tariff headwinds, it's not guaranteed to yield great investment results. Currently, Ford's free cash flow yield is 20%, on par with its average over the past decade. It's tough to envision the stock fetching a higher valuation while tariffs continue to weigh on the business. The hope is that Ford sells more vehicles at lower margins (due to tariffs) to the point that free cash flow grows. Upcoming Q2 earnings will give investors a fresh set of expectations regarding how tariffs will affect Ford's profits. Keep in mind that Ford's current valuation reflects pre-tariff cash flows. I suspect that Ford will be working back to 2024 profits over the next few years. When it all shakes out, much of the tariff-related costs and higher sales volume could somewhat offset each other. In that scenario, the stock price may not change much. Ford's 5.3% dividend could represent a significant portion of the stock's investment returns. So, for now, it appears that Ford stock has limited upside over the next three years. Of course, that could change as the tariff situation evolves. Should you buy stock in Ford Motor Company right now? Before you buy stock in Ford Motor Company, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Ford Motor Company wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $634,627!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,046,799!* Now, it's worth noting Stock Advisor's total average return is 1,037% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Justin Pope has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Where Will Ford Motor Company Be in 3 Years? was originally published by The Motley Fool 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
Yahoo
04-07-2025
- Automotive
- Yahoo
Is Strong Demand for Pickups the Secret to Ford's Q2 Delivery Growth?
Ford Motor Company F significantly outpaced the broader U.S. auto industry in the second quarter. It delivered 612,095 vehicles in the quarter, which rose 14.2% year over year and exceeded the estimated 1.4% industry growth. The automaker's market share grew 1.8 percentage points from the first quarter to an estimated 14.3%.Strong demand for pickup trucks played a key role in Ford's strong performance. Combined sales of the F-Series, Ranger and Maverick rose 15.1% year over year to 288,564 units. Electrified vehicle sales, including hybrids and plug-in hybrids, grew 6.6% year over year to 82,886 in the second quarter. In the first half of the year, Ford sold a record 156,509 electrified vehicles, up 14.7% year over year, surpassing the combined EV and hybrid sales of General Motors Company GM and Stellantis N.V. STLA. Hybrid vehicle sales rose sharply to 117,521 units in the first half of the year from 92,243 units in the first half of 2024. Ford's electric models, Mustang Mach-E, F-150 Lightning and E-Transit, averaged 12,996 sales each through June, outperforming other automakers with larger EV lineups. Electrified models accounted for 13.5% of Ford's total second-quarter the third quarter of 2025, Ford plans to begin deliveries of the new Explorer Tremor and the F-150 Lobo. The Explorer Tremor, equipped with a 400-horsepower EcoBoost engine, enhances Ford's off-road vehicle lineup with greater capability. The F-150 Lobo, a performance-styled street truck, features a 5-liter V8 engine, automatic four-wheel drive and a distinct, low-slung design and offers a bold blend of power and street-ready aesthetics. General Motors U.S. deliveries reached 746,588 units and 1.4 million units in the second quarter and first half of 2025, marking an increase of 7% and 12%, respectively. In the second quarter, EV sales rose 111% year over year to 46,280 units, while it rose 104% in the first half to 78,167 units. General Motors achieved record year-to-date crossover sales, driven by the launch of new or updated models, such as the Chevrolet Trax, Traverse and Equinox, the GMC Acadia and Terrain and the Buick Envista and Encore GX. In the second quarter of 2025, Stellantis sold 309,976 vehicles in the United States, down 10% year over year. The deliveries declined despite resilient demand for Jeep SUVs and Ram trucks. This continues the brand's downward sales trend over the past year. In 2024, Stellantis saw a 15% drop in annual sales and reported a 12% decline in first-quarter sales compared to the same period in 2024. Ford has outperformed the Zacks Automotive-Domestic industry year to date. F shares have gained 18.9% against the industry's decline of 23.4%. Image Source: Zacks Investment Research From a valuation perspective, Ford appears undervalued. Going by its price/sales ratio, the company is trading at a forward sales multiple of 0.29, lower than its industry's 2.48. Image Source: Zacks Investment Research Image Source: Zacks Investment Research The Zacks Consensus Estimate for 2025 and 2026 EPS has moved down 14 cents and a penny, respectively, in the past 60 days. Ford carries a Zacks Rank #3 (Hold) at can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ford Motor Company (F) : Free Stock Analysis Report General Motors Company (GM) : Free Stock Analysis Report Stellantis N.V. (STLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
