Ford Motor (F) Profit Q1 2025

Detroit – Ford Motor Overcoming expectations in the first quarter of Wall Street, but delayed by the financial leadership of 2025 amid the expected impact of $ 2.5 billion this year from the president Donald TrumpTariffs.

Detroit said the carmaker It expects to compensate $ 1 billion through these costs by recovery, as well as volume and price expectations with a total exposure of $ 1.5 billion in 2025.

Ford cited “closest risks, especially the potential for disturbing supplies in the industry that affect production” and the potential for the future or increase in tariffs in the US, among other potential consequences, such as revenge tariffs as the reasons for pulling out their recommendations.

The tariff impact is noticeably less than 4 billion to $ 5 billion which General Motors He says he is expected to be the result of tariffs for Trump because Ford imports less vehicles than his opponent. GM, which reduced its 2025 instructions last week, said it is expected to compensate at least 30% of these costs.

The automotive industry is fighting With 25% tariffs Imported vehicles that came into force in early April, as well as 25% of auto parts that did not comply with the US-Mexico Cape agreement, which came into force on Saturday.

Without Ford tariffs, Ford said it was “tracking” to its initial recommendations, which included adjusted income and taxes, or EBIT, from $ 7 billion to $ 8.5 billion; Free cash flow from 3.5 billion to $ 4.5 billion is adjusted; and capital costs from $ 8 to $ 9 billion.

“Our results in the first quarter indicate that the Ford+ Plan is working,” said Ford Sherry House’s chief financial director during the call. “We turn this company into higher growth, higher profitability, more effective capital and more durable business.”

The tariff impact is shared between imported vehicles and automotive details, the house said. The company expects that the sales in the US industry will be approximately 15.5 million, which is 500,000 units compared to its initial expectations for tariffs.

Ford did not publicly announce significant changes in its North American production plans, but took some actions to mitigate the tariff costs. They included Stop US Export to ChinaImport adjustment made in China and other material and technical changes.

The carmaker said such adjustments reduced the effect on the fare to the first quarter of approximately $ 200 million by 35%.

Here’s how Ford did it based on the estimates of medium analysts composed by LSEG:

• Profit per share: Is expected 14 cents adjusted compared to 2 cents
• Car Profit: 37.42 billion dollars vs. $ 36.21 billion expected

Ford said he would update investors about the status of his leadership in 2025, when the automaker reports on the results of the second quarter.

For the first quarter, Ford reported a $ 5% decrease compared to $ 40.7 billion, adjusted EBIT results of $ 1.02 billion and net income of $ 471 million. What is compared with Ford’s The first quarter of 2024 This included a $ 42.8 billion profit, including $ 39.89 billion, a $ 1.33 billion net income and a $ 2.76 billion adjusted.

Traditional “blue” Ford operations reported only 3% revenue, but almost 90% fall in EBIT results to $ 96 million in the first quarter. His “Pro” commercial business reported revenue reduction by 16% to $ 15.2 billion, and EBIT results by $ 1.31 billion, which is compared to more than $ 3 billion compared to a year earlier.

Ford E electric vehicle “Model E” narrowed its losses from $ 1.33 billion a year ago up to $ 849 million during the first quarter of this year.

The carmaker said he continues to make assaults on his quality and previously announced costs, including $ 1 billion this year. This eliminates any consequences of the tariffs.