NYSE$F

Ford Motor Co · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Ford reported Q1 2025 total revenues of $42.8B with net income of $1.3B and diluted EPS of $0.33.

Total revenues were $42.8 billion as Ford Pro and hybrid volumes supported the top line. Net income attributable to Ford Motor Company was $1.33 billion, or $0.33 per diluted share, with company adjusted EBIT discussed in the MD&A.

  • Q1 total revenues $42.8B.
  • Net income $1.33B; diluted EPS $0.33.
  • Ford Pro and Model e segment dynamics in focus.
  • Special items and regional mix affect year-over-year comparability.

Headline financials

Total Revenue

$40.7B

Previous: $42.8B-5.0%
EPS (adj)

$0.33

Previous: $0.33+0.0%
EBIT Margin

2.5%

Previous: 6.5%-61.5%
Adjusted ROIC

10.9%

No prior period
Capital Expenditures

-$1.82B

Previous: -$2.09B+13.2%
Net Income

$473M

Previous: $1.33B-64.5%
Operating Income

$1.02B

Previous: $1.23B-16.8%
Gross Profit

$2.74B

Previous: $6.3B-56.6%

Revenue & EPS history

Ford · Revenue · Quarterly

$40.7B

Q1 2025-5%vs Q1 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Ford · $48B total across 4 segments · Q3 2023

  • Ford Blue
    $28.7B
  • Ford Pro
    $13.8B+16.0%
  • Ford Model e
    $2.92B
  • Ford Credit
    $2.63B

Forward guidance

Ford discusses 2025 EBIT guidance, EV investments, and capital allocation; quarterly EPS targets are not reiterated in the 10-Q.

Tailwinds

  • Ford Pro commercial vehicle strength.
  • Hybrid volume and cost improvements.
  • Balance-sheet flexibility for dividends.

Headwinds

  • EV losses and pricing pressure.
  • UAW labor and commodity costs.
  • China and international macro risk.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-0.9%

Avg return

Earnings day

-1.6%

Avg return

5 days after

-0.1%

Avg return

30 days after

42%

31 / 73 earnings

Positive

+11.6%

Q2 2022

Best reaction

-19.3%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%-4.5%+42.7%
Q4 2025+2.1%+4.1%-14.0%
Q3 2025+7.5%+7.3%+4.0%
Q2 2025+1.8%+1.7%+8.3%
Q1 2025+2.7%+2.6%-0.7%
Q4 2024-7.5%-8.0%-1.1%
Q3 2024-6.0%-7.7%+0.3%
Q2 2024-19.3%-20.4%-18.5%
Q1 2024+0.8%-1.5%-6.0%
Q4 2023+10.4%+9.4%+7.1%
Q3 2023-13.7%-15.5%-9.9%
Q2 2023-3.0%-1.8%-12.9%
Q1 2023-2.2%-0.6%+0.4%
Q4 2022-4.1%-2.5%-5.1%
Q3 2022+1.3%+4.2%+9.7%
Q2 2022+11.6%+22.3%+22.9%
Q1 2022-0.6%-3.0%-7.3%
Q4 2021-12.9%-14.1%-18.3%
Q3 2021+5.8%+12.6%+23.9%
Q2 2021+4.4%+0.9%-3.5%
Q1 2021-9.8%-6.9%+16.3%
Q4 2020+2.8%+6.5%+9.6%
Q3 2020-0.3%-2.7%+14.8%
Q2 2020-4.5%-0.9%+0.3%
Q1 2020+1.7%-4.8%+13.2%
Q4 2019-7.5%-9.7%-24.9%
Q3 2019-5.2%-5.1%-2.0%
Q2 2019-6.0%-5.6%-13.8%
Q1 2019+8.8%+9.2%+2.7%
Q4 2018+1.2%-2.9%-3.4%
Q3 2018+4.7%+8.0%+6.3%
Q2 2018-6.4%-4.7%-8.4%
Q1 2018+4.3%+2.6%+5.0%
Q4 2017-3.3%-9.3%-18.7%
Q3 2017+0.2%+1.9%+0.5%
Q2 2017-0.8%-0.4%-4.0%
Q1 2017-1.1%-5.9%-5.8%
Q4 2016-2.3%-3.4%-2.5%
Q3 2016-1.3%-2.3%+1.3%
Q2 2016-8.5%-13.7%-10.5%
Q1 2016-0.7%
Q4 2015+0.8%
Q3 2015-4.5%
Q2 2015+4.5%
Q1 2015+0.8%
Q4 2014+1.7%
Q3 2014-4.0%
Q2 2014-0.9%
Q1 2014-2.1%
Q4 2013-2.9%
Q3 2013+0.5%
Q2 2013+0.1%
Q1 2013+0.8%
Q4 2012-6.2%
Q3 2012+7.7%
Q2 2012-1.1%
Q1 2012-2.4%
Q4 2011-3.7%
Q2 2011-3.7%
Q3 2011-0.9%
Q1 2011+2.0%
Q4 2007-2.7%
Q4 2010-2.7%
Q3 2010-0.9%
Q2 2010+0.5%
Q1 2009+3.1%
Q1 2010-4.9%
Q4 2009+0.1%
Q3 2008+9.8%
Q3 2009+9.8%
Q2 2009-2.8%
Q4 2008-2.8%
Q2 2008-2.8%

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