Is Ford’s Future on the Line? The Impact of Trump’s Tariffs and EV Tax Cuts Explained!

Ford Motor Company presented its results for the third quarter of 2024, revealing a blend of strategic maneuvers and ongoing challenges. The earnings call highlighted several key points that could form the basis of an investment thesis. On the positive side, Ford has demonstrated significant progress in restructuring its global operations. The strategic reorganization in regions such as Europe, South America, India, and China has moved these areas from collective losses of $2.2 billion in 2018 to profitability, with a notable contribution of over $600 million in EBIT from China. This indicates a solid turnaround and effective cost management in international markets.