Ford Prepares to Unveil Financial Results and EV Outlook for 2023 and Beyond

Key Performance Indicators:

- Revenue: Estimated $43.01 billion, slightly lower year-over-year
- Adjusted EPS: Projected at $0.32
- EBITDA: Anticipated to be $2.79 billion

Ford+ Plan and Business Segments:

- Ford Blue: Focus on traditional gasoline-powered vehicles
- Ford Model e: Dedicated to electric vehicle development
- Ford Pro: Commercial and heavy-duty truck division

Last Quarter Performance:

- Ford Blue: Revenue of $26.2 billion, EBIT of $1.627 billion
- Ford Model e: Revenue of $1.2 billion, EBIT loss of -$1.224 billion
- Ford Pro: Revenue of $15.7 billion, EBIT of $1.814 billion

Cost Management and EV Profitability:

- Ford faces pressure to contain rising costs
- Investors and analysts anticipate updates on the EV business's path to profitability
- Revised EV plan to be presented later this year

Hybrid Sales and Tariffs:

- Ford's hybrid vehicles have driven electrification growth
- Sales of the Mustang Mach-e may be impacted by potential tariffs
- Ford remains optimistic about a post-tariff environment due to its large US manufacturing presence

Q4 Sales and Electrified Segment:

- US sales increased 8.8% in Q4
- Electrified segment surged 38% in 2024, driven by hybrid sales
- Maverick hybrid pickup sales contributed significantly to the hybrid segment