$Ford Motor(F.US) +1% AH after reporting stronger than exp 4Q revs and better than expected 1Q EBIT and margin. 4Q adj eps fell short of expectations due to a higher than expected Trump 2025 tarriff impact ($900M hit worth -$.17/share).
4Q results:- Revs $45.9B vs $42.4B exp- Adj OI $1.04B vs $1.16B est- Adj EPS $.13 vs $.18 exp (EPS would have been $.30/share ex-additional tariff hit).FY’26- EBIT $8-$10B vs $8.86B est- Adj FCF $5-$6B vs $3.9B exp- Capex $9.5-$10.5B vs $8.9B estFord’s EV business is expected to lose -$4.0B to -$4.5B in 2026 after losing-$4.8B in 2025. Ford expects its EV business to remain unprofitable until 2029.The copyright of this article belongs to the original author/organization.
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