Ford Q2 2025: record revenue $50.2B, net loss $36M on special items; reinstates FY guidance

FORD MOTOR CREDIT CO LLC

Record Q2 revenue of $50.2B (+5% YoY); GAAP net loss of $36M (diluted EPS -$0.01) due to special items.
Adjusted EBIT $2.1B, including $0.8B adverse net tariff impact; adj. free cash flow $2.8B.
Reinstated FY 2025 guidance: adj. EBIT $6.5B-$7.5B, adj. FCF $3.5B-$4.5B, capex ~$9B, tariff headwind ~$2B.
Declares Q3 regular dividend of $0.15 per share (unchanged).
Wholesale units up 4% YoY; Ford Pro and Ford Blue performance noted, Model e efficiency improved.

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