Ford says in the US building “breakthrough” EV
Ford (F) reported on Wednesday earnings in the fourth quarter of 2025 and defeated expectations of the highest and lower line. Despite the growth of income, Ford will warn that they will hit profits thanks to Trump’s tariffs. We will also learn about Ford’s plans for building “breakthrough” EVs in the US very soon.
Ford Q2 2025 Preview of earnings
After suspending the year -round instruction in May, Ford warned that he expected the Trump’s automotive rates to reach $ 2.5 billion.
Since Ford is building more vehicles in the US than any main car manufacturer, it is expected to see an impact of 25% of the import tariff outside Tesla.
Ford imports only about 21% of the Italians in the US. For comparison, Crosstown Rival GM imports around 46%. Last week, GM announced that the tariffs cost another $ 1.1 billion in the second quarter. For the whole year GM still expects an impact of $ 4 to $ 5 billion.
Unlike GM, Ford divides earnings into three units, including model E, its electric vehicle. The Ford’s Model E published a loss of nearly $ 1 billion in the first quarter, but the new EV in Europe increased revenue.
Although Ford spokesman Martin Gunsberg said Electrek The fact that both Mustang Mach-E and the F-1550 Lightning had an impact on the model year 2025 and Mach-E Recall.
According to EstimateWall Street Ford, published by EPS of the second quarter of $ 0.33, we returned $ 43.75 billion.
Improving cost and other reports EV
Ford Beat estimates publish income in the second quarter of a record $ 50.02 billion in income, 5% and modified EPS $ 0.37.
- Ford Q2 2025 Income: $ 50.02 billion compared to $ 43.75 billion
- Ford Q2 2025 Edited EPS: 0.37 $ vs 0.33 $ expected
Despite the higher returned, Ford published a net loss of $ 36 million caused by “field action and expenditure related to the previously announced cancellation of the electric vehicle”. This also incorporated a loss of $ 800 million due to tariffs in the quarter.
Ford continues to increase the growth of the highest and lower lines with high -edge income flows from software and services.
On the other hand, his business lost another $ 1.3 billion in the second quarter. During the first half of the year, the model E has now lost $ 2.2 billion.
Ford granted higher losses for the costs related to the tariff and investment in the introduction of the new EV battery in Michigan.
After launching new EV in Europe, such as Capri and Electric Explorer, Model E has doubled to $ 2.4 billion. Mustang Mach-E and F-150 also improved in quarter.
Ford is now expecting a year -round EBIT of $ 6.5 billion to $ 7.5 billion, including $ 2 billion from tariffs. This is from $ 7 billion to $ 8.5 billion that had previously predicted.
The company partially compensates for the gross modified EBIT impact of $ 3 billion, partly compensated by $ 1 billion in the recovery area.
The CEO of Farley announced an event on August 11 in Kentucky, where Ford will share more detailles of his “plans for designing and building breakthrough electric vehicles in America.
Farley said the company’s earnings call Ford not to compete with South Korean and Japanese brands in the EV mass market, but rather what the company is known for the best – trucks and SUVs. The company will use the LFP battery made in Michigan to reduce costs.
The first electric model based on the new Ford platform is expected to be a medium -sized pickup to appear in 2027.
Check back the more information from the earnings calls at Ford Q2 2025. We will inform you about the latest.
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