Ford beats fourth quarter 2025 revenue but misses EPS, issuing a strong 2026 profit outlook.

Ford reported fourth quarter revenue of $45.9 billion, beating estimates, but posted an adjusted EPS of $0.13, missing consensus. For the full year 2025, revenue grew 1% to $187.3 billion, while adjusted EBIT was $6.8 billion. The company issued a robust outlook for full-year 2026, forecasting adjusted EBIT between $8.0 billion and $10.0 billion.

Key Highlights

• The company's full-year 2026 guidance projects adjusted EBIT of $8.0 billion to $10.0 billion, a notable increase from the $6.8 billion achieved in 2025.
• Profitability in the Ford Pro commercial segment weakened, with fourth quarter EBIT declining 24% year-over-year to $1.2 billion.
• The Model e electric vehicle division recorded a full-year EBIT loss of $4.8 billion, a slight improvement from the prior year's loss but confirming the significant ongoing investment and cash burn in the segment.