NYSE$F
Ford Motor Co · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Ford reported Q4 2025 revenue of $45.9B with a GAAP net loss of $11.1B and adjusted diluted EPS of $0.13.
Fourth-quarter revenue fell 5% to $45.9 billion while a $11.1 billion net loss reflected EV asset impairments and special items; adjusted EBIT was $1.0 billion. Full-year revenue reached a record $187.3 billion. Ford guided 2026 adjusted EBIT of $8.0B–$10.0B.
- Q4 revenue $45.9B; adjusted EBIT $1.0B.
- GAAP net loss $11.1B on special items.
- FY2025 revenue record $187.3B.
- 2026 adjusted EBIT guide $8.0B–$10.0B.
Headline financials
Revenue & EPS history
Ford · Revenue · Quarterly
$45.9B
Revenue by segment
Ford · $48B total across 4 segments · Q3 2023
- Ford Blue$28.7B—59.7%
- Ford Pro$13.8B+16.0%28.7%
- Ford Model e$2.92B—6.1%
- Ford Credit$2.63B—5.5%
Forward guidance
The release discusses Ford's outlook, including operating priorities, capital returns, and sector risks relevant to upcoming periods.
Tailwinds
- Ford cites execution on strategic priorities and demand trends in the release.
- Capital allocation and balance-sheet actions support growth and shareholder returns.
Headwinds
- GAAP profitability remained under pressure in Q4 2025.
- Macro, pricing, and input-cost volatility could pressure margins.
- One-time items and segment mix may affect quarter-to-quarter comparability.
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 Q4 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
| Quarter | Report date | Reaction (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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