Q1 25 EPS
$0.14
BEAT +557.28%
Est. $0.02
Q1 25 Revenue
$40.66B
BEAT +13.61%
Est. $35.79B
vs S&P Since Q1 25
-3.1%
TRAILING MARKET
F +25.8% vs S&P +29.0%
Market Reaction
Did F Beat Earnings? Q1 2025 Results
Ford Motor Company delivered a surprisingly strong first quarter of 2025, with adjusted EPS of $0.14 beating the $0.02 consensus estimate by 557.28%, while revenue of $40.66 billion topped expectations by 13.61% despite falling 5% year-over-year as p… Read more Ford Motor Company delivered a surprisingly strong first quarter of 2025, with adjusted EPS of $0.14 beating the $0.02 consensus estimate by 557.28%, while revenue of $40.66 billion topped expectations by 13.61% despite falling 5% year-over-year as planned plant shutdowns for new product launches and inventory rebalancing weighed on wholesale volumes. Net income declined sharply to $471 million from $1.33 billion a year ago, and adjusted EBIT fell to $1.02 billion, reflecting the operational drag from a 7% drop in wholesale units to 971,000. Ford Pro remained the most resilient segment, generating $1.31 billion in EBIT, while the Model e division narrowed its losses even as U.S. Retail EV sales grew 15%, a signal that Ford's transformation is gaining traction. The quarter's defining moment, however, was management's decision to suspend full-year guidance entirely, citing an estimated $1.50 billion tariff headwind and material supply chain uncertainties, a challenge echoed across the broader auto industry, with a formal update deferred to the second-quarter call.
Key Takeaways
- • Third consecutive quarter of year-over-year cost improvement excluding tariff impacts
- • Quality improvements favorably contributed to performance
- • Ford Pro gaining market share in most profitable U.S. and European customer segments
- • Ford Credit earnings before taxes up significantly to $580 million
- • Ford Model e U.S. retail sales grew 15% year-over-year
- • Ford Power Promise campaign expanding home charger access for EV customers
F YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
F Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are strengthening our underlying business with significantly better quality and our third straight quarter of year-over-year cost improvement, excluding the impact of tariffs.”
— Jim Farley, Q1 2025 Earnings Press Release
F Earnings Trends
F vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
F EPS Trend
Earnings per share: estimate vs actual
F Revenue Trend
Quarterly revenue: estimate vs actual
F Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $0.66 | — | $43.25B | — |
| Q4 25 MISS FY | $0.17 | $0.13 | -25.20% | $45.90B | +17.47% |
| FY Full Year | — | $1.09 | — | $187.27B | — |
| Q3 25 BEAT | $0.36 | $0.45 | +25.42% | $50.53B | +15.21% |
| Q2 25 BEAT | $0.33 | $0.37 | +11.11% | $50.18B | +14.25% |
| Q1 25 BEAT | $0.02 | $0.14 | +557.28% | $40.66B | +13.61% |