Ford Motor Company (F) Q4 2025 (USD): Adj. EPS 0.13 (exp. 0.18), Revenue 45.9bln (exp. 43.60bln)
Newsquawk Staff ·
- To continue building on the foundation to achieve the target of 8% adj. EBIT margin by 2029.
- Tariff relief delay dealt an unexpected blow and Ford discloses additional USD 900mln tariff hit.
Outlook
- 2026 adj. EBIT 8-10bln (exp. 8.78bln).
- 2026 adj. FCF 5-6bln and capital spending of 9.5-10.5bln.
What it means
Ford's Q4 results missed EPS expectations while revenues exceeded, suggesting a mixed performance that may not fully bolster investor confidence. The additional tariff hit signals ongoing headwinds, complicating their margin improvement plan. Overall, while revenue growth is encouraging, the unexpected cost pressures could weigh on forecasts and market sentiment in the near term.
Sources
- US CRUDE WRAP: WTI (Z6) SETTLES USD 2.88 HIGHER AT USD 102.78/BBL
- FOMC SNAP ANALYSIS: Fed holds rates, as expected, with two hawkish dissenters as attention turns to the presser
- Daily US Conference Calendar - 29th October 2026: BA
- Official and military sources told Fox News on Wednesday that movements are being made in the Middle East to give President Donald Trump options if he decides to resume strikes against Iran
- Dutch PM says no European ally is willing to buy Russian crude
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