Latest news with #FordMotorCompany
Yahoo
8 hours ago
- Automotive
- Yahoo
Is Ford Blue Fueling Model e's Future in the Changing Auto Landscape?
The automotive giant, Ford Motor Company F, is steadfast in its race toward relevance. As the company electrifies its product lineup through the Model e segment, its legacy Ford Blue segment is the cash engine behind it. The traditional internal combustion engine business has iconic models like the F-Series, Ranger, Maverick, Bronco, Explorer and Mustang under its name. In the last reported quarter, total wholesale volume in the Ford Blue segment decreased 6% year over year to 588,000 units but exceeded our expectation of 524,000 units. Ford Blue segment had logged revenues of $21 billion (with an EBIT of $96 million) compared to Ford Pro and Model e's revenues of $15.2 billion and $1.2 billion, respectively, in the first quarter of 2025. Model e remained a loss-making segment. As Model e's ambitions require capital-intensive investments, Ford primarily funds those with the profitability from its ICE vehicles. The massive Ford Blue segment continues to generate profits to balance off losses, maintain customer loyalty with legacy models, leverage dealer networks and lead through innovation in hybrid models. This would act as a strong foundation for Model e to build on its EV and software-led business. Ford expects to sell fewer ICE vehicles compared to last year. Additionally, a shift in product mix and foreign exchange headwinds will drag profits. Despite that, it is expected to sufficiently do well as a bridge to EVs' long-term growth strategy. General Motors Company (GM), Ford's closest rival, boasts of 17.2% U.S. auto market share. General Motors has lowered its full-year 2025 guidance, owing to an estimated $4-$5 million exposure to the impacts of auto tariffs. However, it is advancing well in its electrification journey. In the final quarter of 2024, General Motors' EV portfolio became 'variable profit positive' with plans to cut EV-related losses further this year. On the other hand, the company continues to invest heavily in expanding ICE production at the U.S. plants. Stellantis N.V. (STLA), another multinational automaker, has plans to reassess its capital spending strategies. The company has also brought down its EV production and is bringing its ICE back. Stellantis notices that U.S. markets are still demanding the traditional gas-powered muscle cars. EVs are gaining traction but will be put in the backseat for now. A slower shift to EVs will allow Stellantis to examine its infrastructure challenges. Shares of Ford have lost around 8.7% over the past year against the industry's growth of 14.9%. Image Source: Zacks Investment Research From a valuation standpoint, F trades at a forward price-to-sales ratio of 0.26, below the industry average. It carries a Value Score of A. Image Source: Zacks Investment Research Take a look at how Ford's EPS estimates have been revised over the past 30 days. Image Source: Zacks Investment Research Ford currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ford Motor Company (F) : Free Stock Analysis Report General Motors Company (GM) : Free Stock Analysis Report Stellantis N.V. (STLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
13 hours ago
- Automotive
- Yahoo
Ford Motor Company (F)'s Earnings 'Could Evaporate' Rapidly, Warns Jim Cramer
Ford Motor Company (NYSE:F) is one of the . Ford Motor Company (NYSE:F) has become somewhat of a regular feature on Cramer's morning show due to the auto industry's exposure to trade tensions and tariffs. Over the course of this year, he has maintained that the firm can experience business disruption from tariffs. However, Cramer also believes that when compared to GM, Ford Motor Company (NYSE:F) is in a better position to navigate supply chain uncertainties. His recent remarks about the firm saw Cramer wonder if its EV investments could be at risk from the Trump administration and outlined that the firm's CEO should be worried about trade tensions. Here are Cramer's latest comments about Ford Motor Company (NYSE:F): 'Well look there could be big shutdowns of assembly lines if they don't get all they need. A close-up of an auto assembly line, revealing the complexity of the manufacturing process. In a previous appearance, Cramer commented on Ford Motor Company (NYSE:F)'s stock and the trade environment: 'Right well first if you wanna try to make money make off, you're a trader, it's General Motors, which had the most problems. . .four billion dollar shifts production from Mexico. So that's a clear ramp to 53 I think. Ford's got it too, they were the two that were held back.' While we acknowledge the potential of F as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Globe and Mail
15 hours ago
- Automotive
- Globe and Mail
Is Ford Blue Fueling Model e's Future in the Changing Auto Landscape?
The automotive giant, Ford Motor Company F, is steadfast in its race toward relevance. As the company electrifies its product lineup through the Model e segment, its legacy Ford Blue segment is the cash engine behind it. The traditional internal combustion engine business has iconic models like the F-Series, Ranger, Maverick, Bronco, Explorer and Mustang under its name. In the last reported quarter, total wholesale volume in the Ford Blue segment decreased 6% year over year to 588,000 units but exceeded our expectation of 524,000 units. Ford Blue segment had logged revenues of $21 billion (with an EBIT of $96 million) compared to Ford Pro and Model e's revenues of $15.2 billion and $1.2 billion, respectively, in the first quarter of 2025. Model e remained a loss-making segment. As Model e's ambitions require capital-intensive investments, Ford primarily funds those with the profitability from its ICE vehicles. The massive Ford Blue segment continues to generate profits to balance off losses, maintain customer loyalty with legacy models, leverage dealer networks and lead through innovation in hybrid models. This would act as a strong foundation for Model e to build on its EV and software-led business. Ford expects to sell fewer ICE vehicles compared to last year. Additionally, a shift in product mix and foreign exchange headwinds will drag profits. Despite that, it is expected to sufficiently do well as a bridge to EVs' long-term growth strategy. Peer Check: GM & STLA General Motors Company ( GM ), Ford's closest rival, boasts of 17.2% U.S. auto market share. General Motors has lowered its full-year 2025 guidance, owing to an estimated $4-$5 million exposure to the impacts of auto tariffs. However, it is advancing well in its electrification journey. In the final quarter of 2024, General Motors' EV portfolio became 'variable profit positive' with plans to cut EV-related losses further this year. On the other hand, the company continues to invest heavily in expanding ICE production at the U.S. plants. Stellantis N.V. ( STLA ), another multinational automaker, has plans to reassess its capital spending strategies. The company has also brought down its EV production and is bringing its ICE back. Stellantis notices that U.S. markets are still demanding the traditional gas-powered muscle cars. EVs are gaining traction but will be put in the backseat for now. A slower shift to EVs will allow Stellantis to examine its infrastructure challenges. The Zacks Rundown for Ford Shares of Ford have lost around 8.7% over the past year against the industry 's growth of 14.9%. Image Source: Zacks Investment Research From a valuation standpoint, F trades at a forward price-to-sales ratio of 0.26, below the industry average. It carries a Value Score of A. Image Source: Zacks Investment Research Take a look at how Ford's EPS estimates have been revised over the past 30 days. Ford currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Zacks' Research Chief Picks Stock Most Likely to "At Least Double" Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren't winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%. See Our Top Stock to Double (Plus 4 Runners Up) >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ford Motor Company (F): Free Stock Analysis Report General Motors Company (GM): Free Stock Analysis Report Stellantis N.V. (STLA): Free Stock Analysis Report
Yahoo
2 days ago
- Automotive
- Yahoo
Why Ford's EV Sales Could Hit a Speed Bump
The Detroit carmaker issued a stop sale for all Mustang Mach-E vehicles. It recalled roughly 317,000 Mach-E vehicles for a door lock malfunction. Ford has a healthy balance sheet but faces many headwinds right now. 10 stocks we like better than Ford Motor Company › When it comes to the global automotive industry, all signs point to an electrified future. Already, China's automotive market is testing 50% market share of electrified vehicles, but electric vehicle (EV) sales progress has been slower to gain traction in the U.S. market. For Ford Motor Company (NYSE: F) investors, the company's recent EV sales growth is about to hit a speed bump thanks to its popular Mustang Mach-E. Here's what's going on. Ford has had a rougher time with recalls than many of its competitors recently. The Detroit icon is no stranger to leading in recall volume, and in the past it's dinged the company's bottom line and hindered profitability. Not all recalls are created equal, and issues that can be fixed with over-the-air updates can be considerably cheaper than having customers bring in their vehicles for a hardware fix. Unfortunately, the recent recall for Ford's Mustang Mach-E could be a little problematic. The automaker issued a global recall for roughly 317,000 Mustang Mach-E vehicles due to a malfunction that could cause drivers to be locked in or out of their vehicle, leaving a potentially dangerous scenario if a person were unable to exit the vehicle. On the bright side, Ford noted that so far no injuries or accidents have been linked to the defect, and that it's currently working on a software fix that will be available during the third quarter. Here's the kicker, though: Ford issued a stop sale for all Mustang Mach-E vehicles until the issue is fixed. For investors, that likely means a dip in EV sales in the near future. Year to date through May, Ford's Mustang Mach-E posted a modest 2.8% gain over the prior year -- far ahead of the gasoline-powered Mustang, which recorded an 18% drop in sales. Meanwhile, Ford's total electrified vehicle sales were up 18%, driven largely by a 31% uptick in hybrid vehicle sales. The problem is that the vast majority of EVs currently aren't profitable, and losing what little scale Ford has built due to the stop-sale pause on the Mustang Mach-E isn't going to help matters. Consider that Ford's Model-e business segment lost $4.7 billion in 2023 before losing almost $5.1 billion during 2024. This all comes at a time when Ford is already dealing with tariff headwinds and the strategies necessary to offset added costs. While Ford believes it can offset some of the tariff impacts, it still sees a net negative impact of roughly $1.5 billion in adjusted earnings before interest and taxes (EBIT) for 2025. For current investors, Ford remains well-positioned with a healthy balance sheet boasting roughly $45 billion in liquidity, including $27 billion in cash. That liquidity can easily support Ford's increasingly lucrative dividend which sits at a current yield of 7%. The company remains committed to returning 40% to 50% of free cash flow to shareholders. But for new investors, there's enough uncertainty and headwinds facing Ford to watch the automaker from the sidelines in 2025. Before you buy stock in Ford Motor Company, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Ford Motor Company wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $687,731!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $945,846!* Now, it's worth noting Stock Advisor's total average return is 818% — a market-crushing outperformance compared to 175% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 Daniel Miller has positions in Ford Motor Company. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why Ford's EV Sales Could Hit a Speed Bump was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CBC
2 days ago
- Automotive
- CBC
Ford Motor Company calls majority of workforce into office 4 days a week
Social Sharing Ford Motor Company is calling the majority of its salaried workforce back to the office four days a week, the automaker's latest effort to boost employee and company performance. "Many of our employees have been in the office three or more days per week for some time now," a Ford spokesperson said in a statement in response to a Reuters query. "We believe working together in person on a day-to-day basis will help accelerate Ford's transformation into a higher growth, higher margin, less cyclical and more dynamic company," it said. The spokesperson said the new policy affects the majority of its global salaried workforce, but declined to provide a specific number. Ford notified employees of the updated policy on Wednesday, and it takes effect Sept. 1, the spokesperson said. Businesses around the world have grappled with how much flexibility to allow workers since the 2020 coronavirus pandemic. Some, such as JPMorgan and Amazon, have mandated that hybrid workers return five days a week. Ford's crosstown rival General Motors faced backlash in late 2022 for calling workers back into the office for three days a week. The company backed off the policy before implementing it in 2023. The Detroit automakers have been trying to woo executives from Silicon Valley who are accustomed to a more flexible working style, while also implementing more strenuous bonus and attendance policies to instill a sense of urgency as the companies race against electric vehicle giants like Tesla. Ford in February slashed stock bonuses for many of its middle managers, in what the company said was a move to incentivize improved performance. GM last year changed its employee performance evaluation ranking to a system that put more pressure on low performers to improve or leave.
