Ford Reports Record Revenue for 2025, Profit Growth Potential Emerges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 26 2026
0mins
Should l Buy F?
Source: Fool
- Revenue Growth: Ford achieved record revenue of $187.3 billion in 2025, marking its fifth consecutive year of growth, indicating strong performance in the North American market despite stagnant stock prices over the past three years.
- Market Share Increase: Ford's U.S. market share rose by 0.6 percentage points to 13.2%, primarily driven by hybrid vehicle sales, demonstrating the company's successful pivot towards more profitable traditional gasoline and hybrid vehicles.
- Significant Cost Reductions: Ford made notable progress in mitigating the impact of new tariffs, successfully delivering $1.5 billion in cost reductions, which exceeded initial targets by 50%, thereby enhancing the company's profit margins.
- Ford Pro Business Growth: Ford Pro generated $6.8 billion in EBIT in 2025 with a 10.3% margin, while its software business achieved gross margins over 50%, highlighting strong growth potential in the commercial market.
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Analyst Views on F
Wall Street analysts forecast F stock price to rise
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 12.240
Low
11.00
Averages
13.65
High
16.00
Current: 12.240
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Growth: The anticipated automotive revenue reflects a 3.7% increase year-over-year, while adjusted earnings per share are projected to rise by 35.7% from 14 cents last year, showcasing significant improvement in profitability and boosting investor confidence.
- Future Guidance: Ford's 2026 guidance projects adjusted EBIT between $8 billion and $10 billion, an increase from $6.8 billion last year, indicating the company's positive outlook for future growth and operational efficiency.
- Restructuring Plans: The automaker plans to record approximately $19.5 billion in special items starting in Q4 2025, primarily for restructuring business priorities and EV investments, which will have profound implications for the company's financial health.
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- Enhanced Transparency: Ricciardone will lead Ford's global investor relations strategy, ensuring that shareholders and analysts have a clear view of the company's performance, capital priorities, and strategic milestones, thereby enhancing investor trust and confidence.
- Smooth Transition: Former Investor Relations Officer Lynn Antipas Tyson will transition to a senior advisory role, continuing to support CFO Sherry House, which ensures a seamless leadership change while maintaining strong relationships with the investment community.
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