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Ford

F Q4 2025 Earnings

Reported Feb 10, 2026 at 4:08 PM ET · SEC Source

Q4 25 EPS

$0.13

MISS 25.20%

Est. $0.17

Q4 25 Revenue

$45.90B

BEAT +17.47%

Est. $39.07B

vs S&P Since Q4 25

-16.3%

TRAILING MARKET

F -12.1% vs S&P +4.1%

Full Year 2025 Results

FY 25 EPS

$1.09

FY 25 Revenue

$187.27B

Market Reaction

Did F Beat Earnings? Q4 2025 Results

Ford delivered a deeply conflicted Q4 2025, posting adjusted EPS of $0.13 against a consensus estimate of $0.17, a miss of 25.20%, even as revenue of $45.90 billion cleared Wall Street's $39.07 billion estimate by 17.47% and grew 12.9% year-over-year… Read more Ford delivered a deeply conflicted Q4 2025, posting adjusted EPS of $0.13 against a consensus estimate of $0.17, a miss of 25.20%, even as revenue of $45.90 billion cleared Wall Street's $39.07 billion estimate by 17.47% and grew 12.9% year-over-year. The earnings shortfall traces directly to $15.50 billion in special-item charges, dominated by $10.70 billion in Model e asset impairments and EV program cancellations, which drove a GAAP net loss of $11.10 billion for the quarter alone. Strip those out, and the underlying business held firmer ground: adjusted EBIT came in at $1.03 billion for Q4, with Ford Pro and Ford Blue providing ballast while the EV segment narrowed its full-year loss to $4.81 billion. For investors weighing Ford's long-term trajectory, management's 2026 guidance of $8.00 billion to $10.00 billion in adjusted EBIT and a targeted 8% adjusted EBIT margin by 2029 offered a clearer signal of where the company believes its restructuring pivot is headed.

Key Takeaways

  • • Lowered material and warranty costs with progress on quality
  • • Ford Pro paid software subscriptions grew 30% in 2025
  • • U.S. Transit vans had record volume; Super Duty pickups had best volume year since 2004, up 10%
  • • F-150 and Maverick were the two best-selling hybrid pickup trucks in the U.S.
  • • Bronco had record sales; Explorer was the best-selling three-row SUV
  • • Ford Credit full-year EBT increased 55% year-over-year to $2.6 billion
  • • Ford Model e EBIT loss improved by $0.3 billion compared to 2024
24/7 Wall St

F YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

F Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“Ford delivered a strong 2025 in a dynamic and often volatile environment. We improved our core business and execution, made significant progress in the areas of the business we control – lowering material and warranty costs and making real progress on quality – and made difficult but critical strategic decisions that set us up for a stronger future. Moving forward, we'll continue building on our strong foundation to achieve our target of 8% adjusted EBIT margin by 2029.”

— Jim Farley, Q4 2025 Earnings Press Release

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