earnings
confidence high
sentiment negative
materiality 0.85
Ford reports Q4 net loss of $11.1B on special items; 2026 EBIT guide $8-10B
FORD MOTOR CO
2025-FY EPS reported
-$2.06
revenue$187,267,000,000
- Q4 revenue $45.9B (-5% YoY); full-year revenue $187.3B (+1% YoY).
- Q4 GAAP net loss $11.1B ($2.77 diluted loss) vs $1.8B net income a year ago; full-year net loss $8.2B.
- Adjusted EBIT: Q4 $1.0B, full-year $6.8B; operating cash flow $21.3B; adjusted FCF $3.5B.
- FY 2026 outlook: adjusted EBIT $8-10B, adjusted FCF $5-6B, capex $9.5-10.5B.
- Company targeting 8% adjusted EBIT margin by 2029; cites progress on material and warranty costs.