Description
Ford Earnings: The Auto Major Is Rewriting Its EV Playbook—What Ultium, BlueCruise, and Partnerships Signal Next!
Ford Motor Company’s recent earnings call for Q4 2025 indicates a mixed performance, contemplating both progress and challenges. Ford reported $187 billion in revenue for the year, indicating a growth trajectory despite encountering tariffs and supply chain disruptions. This revenue reflects a 6th straight year increase in U.S. market share up to 13.2%, although tempered by a $2 billion impact from Novelis-related production losses and tariffs. In terms of segment performance, Ford Pro stood out with over $66 billion in revenue and $6.8 billion in EBIT, showing strength despite macroeconomic headwinds such as industry pricing normalization and challenging European regulations. Ford Pro’s Class 1-7 market share remains robust over 42% in the U.S., underpinned by strong demand for the Super Duty and Transit lines.
