Ford builds and sells trucks, SUVs, vans, and Lincoln luxury cars, plus provides auto loans and leases through its own financing arm. Think of it as an industrial giant's showroom and bank rolled into one.
Ford's core auto sales generated USD 187.27B in 2025 revenue, but with only a 1.35% operating margin—thin, cyclical money. The Ford Credit financing arm adds steady, recurring interest income, though overall net income was a USD 8.18B loss.
Ford's F-150 franchise and fleet relationships with companies like Enterprise Holdings and government agencies are hard to replicate, but Tesla and BYD are eroding its EV and truck margins with price cuts and software advantages.
Five-factor rating
Sell (sector percentile 27) — value B+, growth D-, profitability D-, momentum B, revisions A-. Updated daily, sector-relative, identical for every user.
2026-07-31 Investors weigh mixed follow-through and fresh analyst commentary
2026-08-02 Stock down 1.21% post-earnings; one analyst sees new growth, one investor exits
CompanyBear
Ford CEO Warns Chinese Automakers Could Enter US Market in Decade
CEO told employees company preparing for potential Chinese entry in 5-10 years
D1 -2.7% · +5d -7.2%
AnalystBull
Citigroup upgrades to Buy
D1 +2.1% · +5d -7.5%
Earnings
Earnings report
D1 +1.9% · +5d -4.8%
CompanyBull
Ford Bids for Next U.S. Army Tactical Truck Contract
Ford to develop three prototypes based on F-Series Super Duty, competing for major military contract.
D1 +1.9% · +5d -4.8%
Earnings
Ford Q2 Earnings Loom as Market Watches Results and Buybacks
Jefferies upgrades to Buy with $17.50 PT, sees Q2 as low point with production recovery.
D1 +2.2% · +5d -1.7%
›2 waves of this story
2026-07-27 Multiple independent sources flag Ford among key earnings this week, adding to prior previews, keeping earnings event in focus.
2026-07-28 Jefferies upgrades to Buy with $17.50 PT, sees Q2 as low point with production recovery.
AnalystBull
Jefferies upgrades to Buy
D1 +2.2% · +5d -1.7%
Earnings
Ford Q2 Earnings Preview: Dividend Yield and Valuation in Focus
No new facts; materials only reiterate scheduled earnings, absorbed into existing event line.
D1 +2.2% · +5d -1.7%
›2 waves of this story
2026-07-25 Ford reports Q2 on July 28, with 4.24% dividend yield and ~4.5x FCF valuation.
2026-07-27 No new facts; materials only reiterate scheduled earnings, absorbed into existing event line.
产品Bull
Ford to Embed Apple Maps in New EV Platform
Apple Maps to power Ford's new EV platform from 2027, starting with a $30k midsize EV.
D1 -1.9% · +5d +5.0%
›2 waves of this story
2026-07-23 Apple Maps integrated into Ford UEV platform for hands-free driving, no iPhone required.
2026-07-25 Apple Maps to power Ford's new EV platform from 2027, starting with a $30k midsize EV.
RegulationBear
Ford Recalls Over 565K US Vehicles Over Engine Fire Risk
NHTSA confirms; 2026 recalls reach 60, most among automakers
D1 +1.6% · +5d +2.2%
CompanyBull
Ford and Geely Reach EV Production Deal at Spain Plant
Geely to build EVs at Ford Spain plant; US lawmaker criticizes deal.
D1 -1.9% · +5d +5.0%
›2 waves of this story
2026-07-23 Ford to sell part of Almussafes plant, Geely to build EVs and co-develop new model, marking Western automaker opening factory to Chinese rival.
2026-07-23 Geely to build EVs at Ford Spain plant; US lawmaker criticizes deal.
Earnings
Ford Nears Q2 Earnings as Market Weighs Profit Outlook
Weak US sales and Model e losses offset Ford Pro growth; multiple outlets focus on earnings expectations ahead of report
D1 +2.0% · +5d +4.8%
RegulationBear
Ford Recalls ~388K Vehicles Over Second-Row Seat Injury Hazard
2026-07-31 Investors weigh mixed follow-through and fresh analyst commentary
2026-08-02 Stock down 1.21% post-earnings; one analyst sees new growth, one investor exits
CompanyBear
Ford CEO Warns Chinese Automakers Could Enter US Market in Decade
CEO told employees company preparing for potential Chinese entry in 5-10 years
D1 -2.7% · +5d -7.2%
AnalystBull
Citigroup upgrades to Buy
D1 +2.1% · +5d -7.5%
Earnings
Earnings report
D1 +1.9% · +5d -4.8%
CompanyBull
Ford Bids for Next U.S. Army Tactical Truck Contract
Ford to develop three prototypes based on F-Series Super Duty, competing for major military contract.
D1 +1.9% · +5d -4.8%
Earnings
Ford Q2 Earnings Loom as Market Watches Results and Buybacks
Jefferies upgrades to Buy with $17.50 PT, sees Q2 as low point with production recovery.
D1 +2.2% · +5d -1.7%
›2 waves of this story
2026-07-27 Multiple independent sources flag Ford among key earnings this week, adding to prior previews, keeping earnings event in focus.
2026-07-28 Jefferies upgrades to Buy with $17.50 PT, sees Q2 as low point with production recovery.
AnalystBull
Jefferies upgrades to Buy
D1 +2.2% · +5d -1.7%
Earnings
Ford Q2 Earnings Preview: Dividend Yield and Valuation in Focus
No new facts; materials only reiterate scheduled earnings, absorbed into existing event line.
D1 +2.2% · +5d -1.7%
›2 waves of this story
2026-07-25 Ford reports Q2 on July 28, with 4.24% dividend yield and ~4.5x FCF valuation.
2026-07-27 No new facts; materials only reiterate scheduled earnings, absorbed into existing event line.
产品Bull
Ford to Embed Apple Maps in New EV Platform
Apple Maps to power Ford's new EV platform from 2027, starting with a $30k midsize EV.
D1 -1.9% · +5d +5.0%
›2 waves of this story
2026-07-23 Apple Maps integrated into Ford UEV platform for hands-free driving, no iPhone required.
2026-07-25 Apple Maps to power Ford's new EV platform from 2027, starting with a $30k midsize EV.
RegulationBear
Ford Recalls Over 565K US Vehicles Over Engine Fire Risk
NHTSA confirms; 2026 recalls reach 60, most among automakers
D1 +1.6% · +5d +2.2%
CompanyBull
Ford and Geely Reach EV Production Deal at Spain Plant
Geely to build EVs at Ford Spain plant; US lawmaker criticizes deal.
D1 -1.9% · +5d +5.0%
›2 waves of this story
2026-07-23 Ford to sell part of Almussafes plant, Geely to build EVs and co-develop new model, marking Western automaker opening factory to Chinese rival.
2026-07-23 Geely to build EVs at Ford Spain plant; US lawmaker criticizes deal.
Earnings
Ford Nears Q2 Earnings as Market Weighs Profit Outlook
Weak US sales and Model e losses offset Ford Pro growth; multiple outlets focus on earnings expectations ahead of report
D1 +2.0% · +5d +4.8%
RegulationBear
Ford Recalls ~388K Vehicles Over Second-Row Seat Injury Hazard
