Navigate tariff challenges and surpass ...

Revenue: $ 41 billion, a decrease of 5% compared to the previous year.
EBIT: 1 billion US dollars that exceed the expectations of around Braakeven for the quarter.
Free Cashflow: Use of 1.5 billion US dollars, influenced by unfavorable time differences, net expenses and changes to the operating capital.
Cash and liquidity: From March 31, over 27 billion US dollars in cash and over $ 45 billion in liquidity.
Dividend: A regular dividend explained in the second quarter of $ 0.15 per share.
Tariff effects: Estimated gross NIT-EBIT effects of $ 2.5 billion and nicely netting EBIT effects of $ 1.5 billion for the entire year of 2025.
Ford per power: Over 40% share in the US truck and van market in class 1; 7% of all repair orders paid by customers through mobile repairs.
Model E performance: The US individual trading turnover rose by 15%in the quarter. The wholesale volume in the first quarter doubled more than doubled.
Ford Blue Performance: Modest profit; Bronco's turnover rose by 35%; The hybrid mix of global sales rose by 250 basis points.
Ford loan: Ebet significantly high; Distribution of 200 million US dollars to the automotive company.

Appearance date: May 05, 2025

You can find the complete copy of the earnings call in the complete earnings call.

Ford Motor CO (NYSE: F) achieved the best sales with US pickups in the first quarter in over 20 years, which indicates a strong demand for his vehicles.
The company provided an EBIT of $ 1 billion and exceeded the expectations of around Breakeven for the quarter, which is due to cost improvements and strong net prices in North America.
Ford Pro is still a competitive advantage, with a strong demand for key products and a growth of the software subscriptions, which rose by 20% compared to the previous year.
Ford and Lincoln were the most improved brands in the 2025 US vehicle traffic study by JD Power, which emphasizes improvements in quality.
The company is on the right track to deliver the net cost reductions of 1 billion US dollars this year, except for the effects of changes in tariff policy.

Ford Motor CO (NYSE: F) has exposed its instructions for the entire year 2025 due to uncertainties related to tariffs and potential industry -wide disorders of the supply chain.
The company estimated a large adverse EBIT effect of $ 2.5 billion and a netted adverse EBIT effects of $ 1.5 billion for 2025 due to tariffs.
Ford recorded a decline in wholesale by 7% and a decline in sales from 5% to 41 billion US dollars, partly due to the planned downtime for several plants.
The company faces potential challenges due to the answers of competitors on tariffs and the associated market dynamics that could affect pricing and volume.
Ford deals with uncertainties associated with tax and emission policy that could affect future operations and profitability.

Q: Can you provide further details about the 2.5 billion US dollar gross tariff and the net effects of 1.5 billion US dollars? A: Sherry House, CFO, explained that the gross costs of 2.5 billion US dollars are approximately between parts and imported vehicles, including effects on steel and aluminum prices. The net effects of 1.5 billion US dollars include around $ 1 billion for compensation for recovery measures, especially through market equivalent optimization and cost reduction strategies.

Q: How do you expect volume and inventory to play in view of the current market dynamics? A: Andrew Frick, President of Ford Blue and Model E, found that the industry with a SAAR with a Saar is highly exhausting over 17.5 million in the first half. Ford expects 1% to 1.5% in the second half, with prices for the year to increase by 1% to 1.5%. In the second half, they expect a Saar of around 15.5 million units, with the existing level enables Ford to be opportunistic on the market.

Q: Are there any signs of a disorder of the supply chain due to tariffs? A: Kumar Galhotra, Coo, mentioned that Ford did not have any significant problems, although the volatility of tariff policy gives trouble. However, the complexity in importing materials from rare earth from China could be risks.

Q: How does Ford process the effects of tariffs on Ford loan and the potential for higher -used vehicle prices? A: Cathy O'Callaghan, CEO of Ford Credit, indicated that higher new vehicle prices could support auction values, although this could be compensated for by a potential economic slowdown. Ford Credit has an increase in applications to long -term financing, and overall they keep a balanced outlook.

Q: What are Ford's plans for level 3 autonomy and changes in electrical architecture? A: James Farley, CEO, explained that Ford is on the right track with the autonomy of level 3 and evaluates level 4. The company has merged its electrical architectures to improve efficiency and reduce costs. The new FNV3 architecture is expected to improve the provision of the software and the affordability of the products.

You can find the complete copy of the earnings call in the complete earnings call.

This article first appeared on Gurufocus.

Navigate tariff challenges and surpass …

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