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Ford reported second-quarter 2025 automotive revenues of $46.9 billion, surpassing the Zacks Consensus Estimate of $41.7 billion. Earnings per share (EPS) were 37 cents, exceeding expectations of 34 cents. However, Ford also indicated a rising tariff impact, incurring $800 million in tariff-related costs in Q2 and increasing its full-year estimate to $2 billion, up from $1.5 billion.
Ford’s segments showed varied performance: Ford Blue generated $25.8 billion in revenue (down 3% YoY), Model e saw $2.4 billion (up 105% YoY), and Ford Pro produced $18.8 billion (up 11% YoY). The company expects full-year adjusted EBIT between $6.5 billion and $7.5 billion, factoring in the tariff impacts, with capital expenditures around $9 billion.
Year-to-date, Ford shares have risen approximately 10%, in contrast to the industry’s 18% decline. The company reported a net loss of $36 million in Q2, largely due to special charges from recalls and unprofitable EV models, while planning a 15 cent/share dividend on Sept. 2 for shareholders of record as of Aug. 11.
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