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Ford Motor Company (F) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Ford CEO Jim Farley announced Q4 2025 earnings on February 10, 2026, highlighting accelerated EV adoption and cost-cutting measures despite industry-wide margin pressures. CFO Sherry House revealed Ford’s 2026 guidance projects 6-8% adjusted EBIT margins, citing supply chain improvements and reduced battery costs as key drivers. Ford Blue and Model e divisions reported divergent performance, with legacy ICE vehicles stabilizing profits while EV losses narrowed to $3B annually, down 20% YoY. Ford Pro’s commercial segment achieved record $12B revenue, driven by fleet electrification and software services, offsetting weaker consumer demand in other units. Executives emphasized AI and quantum computing partnerships to optimize manufacturing and battery R&D, targeting 15% operational efficiency gains by 2027.
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SA Transcripts158.28K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Ford Motor Company (F) Q4 2025 Earnings Call February 10, 2026 5:00 PM EST Company Participants Lynn Tyson - Chief Investor Relations OfficerJames Farley - President, CEO & DirectorSherry House - Chief Financial OfficerKumar GalhotraAndrew Frick - President of Ford Blue, Ford Model e & LincolnAlicia S. Davis - President of Ford ProSteven Croley - Chief Policy Officer & General Counsel Conference Call Participants Dan Levy - Barclays Bank PLC, Research DivisionJoseph Spak - UBS Investment Bank, Research DivisionEmmanuel Rosner - Wolfe Research, LLCRyan Brinkman - JPMorgan Chase & Co, Research DivisionAndrew Percoco - Morgan Stanley, Research DivisionMark Delaney - Goldman Sachs Group, Inc., Research DivisionColin Langan - Wells Fargo Securities, LLC, Research Division Presentation Operator Good day, everyone. My name is Leila, and I will be your conference operator today. At this time, I would like to welcome you to the Ford Motor Company Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] At this time, I would like to turn the call over to Lynn Antipas Tyson, Chief Investor Relations Officer. Lynn TysonChief Investor Relations Officer Thank you, Leila, and welcome to Ford Motor Company's Fourth Quarter 2025 Earnings Call. With me today are Jim Farley, President and CEO; and Sherry House, CFO. Joining us for Q&A is Andrew Frick, President of Ford Blue and Model E; Alicia Boler Davis, President of Ford Pro; Kumar Galhotra, Chief Operating Officer; and Cathy O'Callaghan, CEO of Ford Credit. Jim will give a high-level overview of the business, and Sherry will provide added texture on the financials and our guidance for 2026. We'll be referencing non-GAAP measures today. These are reconciled to the most comparable U.S. GAAP measures in the appendix of our earnings deck. You can find the deck at shareholder.ford.com. Our discussion also includes forward-looking statements. Our actual results may differ. The most significant risk

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