North America

South America

Europe

China

International Markets Group

Ford Blue

Ford Model e

Ford Pro

Wholesale Units

Revenue segments as reported by the company.

Automotive

Mobility

Company excluding Ford Credit

Ford Credit

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

SG&A

Other Expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Ford Motor Company

Lincoln is a division of the Ford Motor Company that markets luxury vehicles under the Lincoln brand. The product line currently includes sedans, crossovers, sport utility vehicles, and versions for limousine/livery use. They are marketed primarily in North America and China. Lincoln vehicles are also officially sold in the Middle East and South Korea.

Lincoln

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Ford Motor Company faces supply chain challenges, emphasizes growth strategies

Ford Motor Company's Q4 2022 earnings call highlighted challenges with supply chain issues impacting profitability, while emphasizing a double transformation strategy and commitment to disciplined capital allocation. The company showcased strengths in Ford Pro's growth, EV sales progress, and strategic plans for future growth. Ford faces challenges in managing costs, addressing quality improvements, and navigating pricing pressures, but sees opportunities in operational improvements and strategic initiatives.

Ford reports solid Q1 earnings, eyes EV market profitability

Ford Motor Company's Q1 earnings call highlighted strong financial performance, strategic focus on commercial vehicles and EVs, and plans for future growth. Despite pricing challenges and margin concerns for Model e, Ford remains optimistic about its outlook and growth opportunities in the EV market.

Ford raises EBIT guidance, focuses on EV profitability and differentiation

Ford's Q2 earnings call highlighted strong performance, increased EBIT guidance, and a strategic focus on EVs and software. The company is navigating challenges in pricing pressure and cost factors while capitalizing on opportunities in EV differentiation and customer value.

Ford reports mixed Q3 results, targets 8% margin through EV focus

Ford's Q3 performance showed mixed segment results, with Ford Pro strong, Model e facing losses, and Ford Blue improving EBIT. The company aims for an 8% margin by aligning EV prices with ICE vehicles through cost reductions.
Challenges include strikes impacting guidance, pricing pressures on EVs, and affordability concerns. Opportunities lie in EV investment strategy, software services growth, and strategic bets on ICE and HEV products for market flexibility.
Ford's strengths include a robust EV strategy, commitment to quality, and confidence in product innovation. The company faces challenges in warranty costs, hybrid margins, and transitioning customer preferences to EVs.

Ford Motor Company reports strong 2023 performance amidst EV challenges

Ford Motor Company's 2023 performance reflects strong revenue growth and profitability, with a focus on quality improvements and EV strategy. Challenges include profitability concerns in the EV business and meeting margin targets. Opportunities exist in optimizing costs, enhancing customer experience, and capitalizing on EV sales growth.

Ford Motor Company reports solid Q1 performance and focuses on cost reduction and strategic launches

Ford Motor Company's Q1 2024 earnings call highlighted strong performance, quality progress, and growth in key segments. The company is focused on cost reductions, strategic launches, and aligning EV pricing with consumer value. Challenges in the Model e segment are being addressed with inventory management and cost reduction efforts.

Ford excels in Q2 earnings, eyes growth in Ford Pro and EVs

Ford's Q2 performance reflects a strong focus on high-margin businesses, solid revenue growth, and a robust balance sheet, positioning the company for future success.
While facing challenges such as declining auction values and market uncertainties, Ford's strategic strengths in Ford Pro, EVs, and software technology offer avenues for growth and adaptation.
With opportunities in Ford Pro revenue growth, EV expansion, and global partnerships, Ford is poised to leverage its strengths and navigate challenges to drive continued success.

Ford Motor Company reports solid Q3 performance and outlines EV strategy

Ford Motor Company's Q3 2024 earnings call highlighted steady performance, with a focus on cost reduction, EV strategy, and global operations restructuring. The company faces challenges in moderating margins, addressing warranty improvements, and accelerating cost reduction efforts. However, opportunities lie in leveraging strategic advantages in the EV market, optimizing costs, and expanding repair services.

Revenue

Cost of revenue

Gross profit

Operating expenses

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

General Motors

Stellantis N.V. 

The United Auto Workers (UAW) union is officially on strike against the “Big Three” Detroit automakers. What is the UAW striking for?

What Is the UAW Striking For? Which Plants Are Striking Now?

Autoworkers' Strike Over Pay Hikes Hits Wall Street.

Autoworkers' Strike Over Pay Hikes Hits Wall Street

Nearly 13,000 auto workers are on strike at three Ford Motor Co., General Motors Co. and Stellantis N.V. plants making mostly SUVs, but the real pain for the carmakers could start soon if the labor action moves to plants producing pickup trucks.

UAW strike could soon inflict ‘max pain' on Big Three if it moves to pickup-truck assembly lines

The United Auto Workers went on strike against Ford, General Motors and Stellantis. Fallout from the work stoppage could have far-reaching consequences.

UAW strike could slam the US economy

Fitch Ratings said Friday the targeted strikes by auto workers represented by the United Auto Workers union will have a limited financial impact on the Big Three carmakers, with only one of each of their plants affected for now.

UAW strike to have limited impact on Big Three, with only three plants affected for now: Fitch

Ford (NYSE: F ), General Motors (NYSE: GM ), and Stellantis (NYSE: STLA ) are trending on social media, and their stocks are in full focus today. The United Auto Workers (UAW) union has gone on strike against the Big Three American automakers.

Car Stocks Alert: F, GM, STLA Stocks on Watch as UAW Goes on Strike

General Motors Co (NYSE: GM) is willing to significantly raise wages to end a strike but even its sweetened offer has so far failed to impress the United Auto Workers.

UAW strike: ‘I think the strike can get resolved very quickly'

The UAW-Detroit automakers' contract expiration sparks intense labor tension, heralding potential industry-altering labor dynamics.

UAW's Landmark Strike Shakes Up Detroit's Big 3 Automakers

I have been bullish on Ford since mid-2021 based on the prospects for its EV business, the vehicle purchasing habits of Americans, and its cheap valuation. As a Ford bull, I am concerned about three risks that are looming on the horizon, which include labor strikes and changing EV market dynamics. These major short-term risks can deteriorate investor sentiment toward Ford further, pushing the company into more deeply undervalued territory.

Ford Motor: 3 Risks Bulls Need To Monitor

The United Auto Workers (UAW) union launched a strike on Friday after the union and General Motors (GM), Ford (F), and Chrysler parent Stellantis (STLA) failed to reach an agreement.

UAW Launches Strike Against Big Three Automakers

So much for the Big 3 automakers' labor strike spooking investors, as shares of General Motors Co. GM, +2.01% and Ford Motor Co. F, +0.83% both turned positive moments after Friday's opening bell, while Stellantis N.V.'s stock STLA, +1.91% was always higher.

UAW strike trade fades, as GM and Ford stocks turn higher and Tesla shares drop

Stellantis has a need that GM and Ford don't – and there are signs that it has been preparing for a protracted battle with the UAW.

Why Stellantis could face a longer strike than Ford or GM

Here's the lowdown on what's happening with the worker strikes, why we've ended up here in the first place and how Wall Street took the news.

UAW Strikes Begin As Ford, General Motors And Stellantis Fail To Reach Agreement With Workers' Union

GM, Ford and Stellantis can afford a much bigger walkout than the United Auto Workers union has called, but for investors it isn't just about the financial cost.

UAW Strike Exposes Detroit's Dysfunction

UAW-GM workers were fighting plant closures in 2019. Four years ago, about 46,000 GM workers went on strike for 40 days.

The last UAW strike lasted 40 days and cost GM $3 billion. Things are looking very different this time.

Auto strike: the United Auto Workers began targeted strikes vs. Ford, GM and Stellantis plants.

'Long And Nasty' Auto Strike Descends on GM, Ford And Stellantis. Investors Don't Seem To Care.

United Auto Workers union unable to agree deal with Ford, GM and Stellantis, who have seen profits and executive pay soar

Auto workers strike after contract talks with US car giants fail

ARM Holdings PLC

Charter Communications

Disney

On Monday, the Walt Disney Co. (NYSE: DIS) settled its dispute with Charter Communications Inc.

Disney Is or Is Not Selling ABC, Arm IPO Left $1 Billion on the Table, UAW Walks the Talk

Now that the United Auto Workers union has started a strike, the US auto market is about to be thrown into turmoil all over again.

Buying a car? What the UAW strike means -- and doesn't mean -- for auto sales

The United Auto Workers union and three major U.S. automakers are negotiating a new contract. The current contract expires today, and workers may go on strike if a deal isn't made before then.

Will the United Auto Workers Strike Hurt Auto Insurers? Here's How Investors Can Prepare.

The targeted strike won't involve all of the union's nearly 150,000 members and marks a "new approach" to industrial action.

UAW Goes On Strike Against Big Three Automakers

Negotiators for the United Auto Workers union and the three large U.S. automakers — General Motors, Ford Motor and Stellantis, the parent of Chrysler, Jeep and Ram — remained far apart as a limited strike began on Friday.

U.A.W. Holds Strike at GM, Ford and Stellantis. Here's What to know

American depositary receipts of Arm Holdings PLC ARM, +24.69% continued higher after closing Thursday 25% above their IPO listing price as execs see a big opportunity in saving chip makers money.

Ford, GM shares fall on strike action, with ARM stock jumping post IPO and other shares on the move

For the first time in US history coordinated industrial action is taking place against the three major car producers, the biggest form of strike action in a year of industrial unrest across the country.

Coordinated strike action against three major carmakers

The United Auto Workers (UAW) union launched simultaneous strikes at three factories owned by General Motors , Ford and Chrysler parent Stellantis on Friday, kicking off the most ambitious U.S. industrial labor action in decades.

News for Ford Motor Company Stock (F)