Ford Appoints Lisa Drake as President of Ford Energy
Ford named Lisa Drake president, Ford Energy, effective immediately. She will report to John Lawler, vice chair. Drake will launch the company's battery energy storage systems business, the formation of which was announced in December 2025. In this new role, Drake is responsible for the full scope of Ford Energy's end-to-end operations, spanning battery cell manufacturing, system assembly, and sales. She will be focused on building the future leadership team needed to capitalize on this high-growth market opportunity for Ford. "Lisa has deep expertise in scaling complex industrial systems and securing critical supply chains," said Lawler. "Her leadership is essential as we stand up Ford Energy to capture the growing demand for reliable battery energy storage that supports grid stability and resilience for utilities and large energy users." Drake most recently served as vice president, Technology Platform Programs and EV Systems.
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Ford Anticipates $600M Loss in Q4 2025 Due to Pension Remeasurement
- Pension Loss Expectation: Ford anticipates a pre-tax remeasurement loss of $600 million in Q4 2025 related to pension and OPEB plans, with half of this loss tied to U.S. pension plans, indicating significant pressure on the company's pension management.
- Net Income Impact: This loss is expected to decrease Ford's Q4 net income by approximately $500 million on an after-tax basis, although it will not affect the company's adjusted EBIT as it is classified as a special item, reflecting the complexity of the company's financial situation.
- Pension Funding Status: By year-end 2025, Ford expects the underfunded status of its pension and OPEB plans to be around $200 million and $4.4 billion, respectively, an improvement from $500 million and $4.4 billion at year-end 2024, indicating progress in pension management.
- Earnings Report Schedule: Ford is set to release its fourth-quarter results after the market close on February 10, and investors should pay close attention to the detailed explanations regarding pension losses and their potential impact on future finances.

General Motors Achieves Record High Performance in 2025
- Strong Performance: General Motors reported a net income of $2.7 billion for 2025, translating to earnings per share of $3.27, exceeding market expectations and demonstrating robust performance amid a slowing auto industry, with projections for continued growth in 2026.
- Increased Shareholder Returns: GM announced a 20% increase in its dividend and a new $6 billion stock buyback authorization, aimed at boosting investor confidence and enhancing its stock price, further solidifying its market position.
- Robust Cash Flow: The company achieved an adjusted free cash flow of $10.6 billion in 2025, a significant increase from $3 billion five years ago, with plans to invest $10 billion to $12 billion over the next two years to expand U.S. manufacturing capacity and reduce tariff exposure.
- Resilience Against Challenges: Despite facing $3.5 billion in tariffs and $1.25 billion in inflation costs, GM has demonstrated strong adaptability through regulatory savings and production optimization, with expectations for continued improvement in costs and profitability.









