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Archer Aviation is pioneering the urban air mobility market with its Midnight aircraft and high-profile partnerships with United Airlines and Stellantis. Ford Motor remains a global automotive powerhouse that is currently navigating a multi-billion dollar shift toward electric and hybrid vehicle platforms.

Ford (NYSE:F | F Price Prediction) reports Q2 2026 earnings on July 28 with three major factors working in its favor: a 4.24% dividend yield, a valuation of roughly 4.5 times free cash flow, and recently raised full-year profit guidance.

Ford’s electric-vehicle business remains deeply unprofitable, but the company’s commercial and traditional vehicle operations continue to generate enough cash to fund the dividend and absorb those losses.

Ford Offers a 4.2% Dividend Yield Ford’s $0.60 annualized dividend against a $14.37 share price puts the forward yield at 4.24%, more than double the S&P 500 average. General Motors (NYSE:GM) has a dividend yield of about 1% on a low-single-digit payout ratio.

The Q2 2026 dividend of $0.15 was declared April 28, 2026, and paid June 1, 2026, and management has layered in special dividends of $0.30 in February 2025 and $0.33 the year prior. Ford also repurchased $311 million of stock in Q1 2026, reinforcing the capital-return story.

Ford Trades at Just 4.5x Free Cash Flow The stock trades at roughly 4.5x price-to-free-cash-flow, 1.5x book, and a forward P/E of 8. Free cash flow yield sits near 22%, backed by 2026 guidance for $5.0 billion to $6.0 billion in adjusted free cash flow.

Q1 2026 delivered EPS of $0.66 on $43.25 billion in revenue (6% YoY growth), with net income surging to $2.55 billion from $471 million a year earlier and adjusted EBIT improving $2.50 billion YoY to $3.49 billion.

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Ford Just Raised Its 2026 Profit Forecast Management raised full-year 2026 adjusted EBIT guidance to $8.5 billion to $10.5 billion (from $8.0 billion to $10.0 billion) on Ford Pro’s commercial and software momentum. Paid software subscriptions reached 879,000 in Q1 2026, up 30% YoY with 11.4% segment margins.

CEO Jim Farley said the results “reflect the momentum of the Ford+ plan.” Shares are up 33.85% over the last year and 12.08% year-to-date, with an average analyst price target of $15.05.

Ford’s EV Business Could Lose Another $4.5 Billion The pushback is Model e, where losses are guided to $4.0-$4.5 billion in 2026. However, Ford Blue EBIT is guided to positive $4.5-$5.0 billion and Ford Pro EBIT to $6.5-$7.5 billion, more than absorbing the EV drag. That means the $10.70 billion in Q4 2025 Model e impairments is already accounted for.

Ford heads into its July 28 Q2 earnings report offering a rare combination of income and deep value. If Q2 results confirm that those core businesses remain strong and management maintains its higher outlook, Ford could remain one of the more attractive dividend stocks in the auto industry.

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ToplineFord on Friday issued a recall involving more than half a million of its Bronco SUVs, citing a wiring defect that could start a fire in the engine, according to a regulatory filing—another large-scale recall for the legacy automaker in recent months following a record-setting number of notices last year.

The legacy automaker has recalled more vehicles in the U.S. than any other this year.

Getty Images

Key FactsFord’s recall covers Bronco models manufactured between 2021 and 2026, including some of its Bronco Raptors, according to a National Highway Traffic Safety Administration filing on Friday.

The vehicles may include a defect that may cause a short in the engine compartment’s wiring harness, potentially creating heat or a spark that could result in fire, Ford disclosed to regulators.

Regulators said drivers with affected vehicles may notice smoke in their air vents or a cluster warning message before seeing flames from the passenger side engine compartment area.

Ford said it is aware of at least 15 incidents indicating evidence of a fire originating from the engine compartment wiring harness, though the automaker said it was not aware of any reports of accidents or injuries related to the defect.

Owners will be notified about the recall on Aug. 24, according to regulators, and Ford said they would install a new covering of the wiring compartment for free.

big number60. That’s how many recalls Ford has issued in 2026, by far the most of any automaker, ranking ahead of Chrysler (24), General Motors (19) and Hyundai (19). Ford issued 153 recalls in 2025, the most ever in a single year, involving 12.9 million vehicles, according to federal data. That was more than the next four automakers, including Chrysler (53), Forest River (36), General Motors (28) and International Motors (26), combined.

key backgroundFord's record-setting pace of recall notices has continued into 2026. The automaker recalled more than 4 million vehicles in February, marking one of the largest-ever in U.S. history, over a software glitch in its top-selling F-series trucks. Another 1.4 million F-150s were recalled in April for a defect that may cause the vehicles to downshift unexpectedly, which regulators said could increase the risk of a crash.

further readingForbesFord Recalls 1.4 Million Top-Selling F-150s Over Downshifting IssueBy Ty Roush

By Reuters

July 24, 20267:18 AM UTCUpdated 1 hour ago

Item 1 of 2 2025 Ford Bronco Sport vehicles sit on a dealership lot for sale in Dearborn, Michigan, U.S., May 7, 2025. REUTERS/Rebecca Cook/File Photo

[1/2]2025 Ford Bronco Sport vehicles sit on a dealership lot for sale in Dearborn, Michigan, U.S., May 7, 2025. REUTERS/Rebecca Cook/File Photo Purchase Licensing Rights, opens new tab

CompaniesJuly 24 (Reuters) - Ford (F.N), opens new tab ​is recalling 565,691 vehicles ‌in the U.S. as the engine compartment ​wiring harness may ​become damaged and short circuit, ⁠the National Highway ​Traffic Safety Administration said ​on Friday.

Here are the details:

Jumpstart your morning with the latest legal news delivered straight to your inbox from The Daily Docket newsletter. Sign up here.

The recall affects certain 2021-2026 ​Bronco and Bronco ​Raptor vehicles.

A short circuit in ‌the ⁠engine compartment can create heat or spark, increasing the risk ​of a ​fire, ⁠the auto safety regulator said.

As ​part of the ​recall ⁠remedy, dealers will install sheathing over the ⁠wiring, ​free of charge, ​NHTSA added.

Preetika Parashuraman in Bengaluru; ​Editing by Mrigank Dhaniwala

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Ford is planning to integrate Apple software into its next-generation fleet of electric vehicles, which will, in turn, help power hands-free driving technology.

Apple and Ford announced Thursday that Apple Maps will be included in the automakers' new Universal Electric Vehicle (UEV) platform through the use of Apple's MapKit for Automotive SDK. Ford's UEV will debut with a midsize electric in 2027, and buyers won't need a separate Apple subscription to use the software in the vehicle.

The UEV will harness that tech to give drivers turn-by-turn directions with the use of natural language, giving them real-time traffic and incident information, as well as a search function that uses detailed place cards and routing options.

The partnership will also see Ford use road-level data from Apple Maps in the development of the company's next-generation BlueCruise hands-free driving capability, as well as its in-house autonomous driving tech.

APPLE RAISES PRICES ON SOME STREAMING SERVICES AS LICENSING COSTS CLIMB

Ford's partnership with Apple comes amid a push to improve self-driving technology. (Calla Kessler/The Washington Post via Getty Images)

Apple's MapKit for Automotive SDK provides road-level information to help automakers develop self-driving technologies, and the company said the tool uses the same privacy practices as Apple Maps, noting that it doesn't collect users' location details and activity in a way that can be linked to the individual user.

"Apple Maps delivers the best map experience in the world, and we’re excited to bring the power of Maps’ navigation technology to Ford’s innovative Universal Electric Vehicle Platform," said Eddy Cue, Apple’s SVP of services and health.

"With our new MapKit for Automotive SDK, we’re bringing Maps further into drivers’ daily lives, giving them an incredibly accurate and easy-to-use navigation system that is seamlessly integrated into Ford vehicles."

FORD REHIRES EXPERIENCED ENGINEERS AFTER AI MISSES THE MARK

Apple's partnership with Ford includes Apple Maps and data that will help inform self-driving tech. (Wirestock / Getty Images)

Ford CEO Jim Farley said the company's next midsize EV will be priced around $30,000 and "redefines what advanced technology can be – simple, useful and truly attainable for more customers."

"We're proud to embed Apple Maps' navigation and mapping technology directly into our Universal Electric Vehicle Platform alongside our Ford app, a full suite of software and next-generation BlueCruise, all enabled by a new zonal architecture," Farley said.

"Apple Maps has delivered a world-class product, and we're honored to be among the first to embed it directly into a vehicle, helping define intuitive, capable driving."

APPLE TO INVEST $30 BILLION IN US CHIP MANUFACTURING

Ticker Security Last Change Change % AAPL APPLE INC. 321.66 -4.23 -1.30% F FORD MOTOR CO. 14.14 -0.26 -1.80% Latitude AI, Ford's wholly owned subsidiary focused on autonomous driving, is developing the company's in-house advanced driving system. The Ford Large Driving Model supports a range of self-driving capabilities and has been derived from millions of miles of real-world driving data, the company said.

Ford and Latitude are designing both the hardware and software to be easily scalable across the automaker's lineup of vehicles.

The company indicated that work "is vital to Ford and Latitude's mission of democratizing autonomy and delivering a compelling experience at an attainable price point on the UEV Platform."

Ford announced the partnership with Apple ahead of the rollout of its Universal Electric Vehicle Platform next year. (Jeff Kowalsky/Bloomberg via Getty Images  / Getty Images)

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Apple and Ford are working together on software systems for future vehicles. AP/Getty/Business Insider Apple is moving deeper into Ford's cars.

On Thursday, the companies announced that Ford will integrate Apple Maps into the next generation of its lower-cost electric vehicles, called the universal EV platform.

The deal gives Apple a much larger role in Ford's next-generation electric vehicles. Their partnership has historically centered on CarPlay, the tech giant's phone-projection system. Apple's new partnership will now power built-in navigation and help inform Ford's next hands-free driving system.

And there's a big change for Android users: Drivers will not need an iPhone to use Apple Maps.

The navigation system will run natively on the vehicle's displays and communicate with other parts of the car, providing traffic information, destination searches, EV route planning, and battery preconditioning.

Ford tells Business Insider that the system could also enable location-aware features, such as automatically opening a driver's garage door when the vehicle arrives home.

That tech is set to debut in the yet-unveiled $30,000 EV pickup truck, which is expected to reach dealerships in 2027.

The partnership will also extend into autonomous driving tech. Ford's Latitude AI subsidiary will use road-level information from Apple Maps to develop a next-generation hands-free driving experience.

The companies said the system is intended to work seamlessly from a highway's entrance ramp to its exit ramp.

"This partnership is designed to make advanced technology simple, useful, and intuitive in our customers' everyday lives," a Ford representative said in a statement sent to Business Insider.

Technology is at its best when it feels simple, intuitive and genuinely useful. That’s the idea behind our new midsize electric vehicle, the first on our Universal Electric Vehicle Platform.

To give @Ford customers the ultimate driving experience, we’re proud to be working with… pic.twitter.com/NMgvGfUplQ

— Jim Farley (@jimfarley98) July 23, 2026 The partnership puts Ford on a very different technology path compared to its EV rivals.

Its decade-old Detroit nemesis, General Motors, has moved away from Apple CarPlay in its newer EVs — and GM CEO Mary Barra has said it plans to eventually phase out both CarPlay and Android Auto across its entire lineup.

GM is instead building around its own interface and Google's automotive software, and has highlighted its software business as a high-margin profit driver during recent earnings calls.

Tesla and Rivian have also resisted adding Apple's software into their vehicles, preferring to control their vehicles' central screens and software ecosystems. Both offer individual Apple services or integrations: Rivian added a native Apple Music app and Apple Key integration, while Tesla lets owners use its vehicle app through the Apple Watch.

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Ben Shimkus You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Ben Shimkus is a reporter for the Business News desk. He writes about cars, transportation, retail, and jobs. Ben's reporting has appeared in Rolling Stone, The Verge, Automotive News, USA Today, AutoBody News, LGBTQ Nation, TopSpeed, and Out Magazine. He's also held staff writing positions at The U.S. Sun and the Daily Mail. He graduated from NYU with a Master's in journalism in 2024. Email Ben at [email protected] or message him privately on Signal at bshimkus.41. 

Ford Apple Tim Cook More

In a first, Apple Maps will influence the way a new line of electric vehicles made by Ford Motor operates, and other automakers may follow.

Geely Auto will build two electric SUVs at Ford's factory in Spain and the two firms will jointly develop a new model, they said on Thursday, as rising Chinese automakers race to use traditional carmakers' underutilized factories and get ahead of European local-content rules.

China automaker Geely will build electric vehicles at a Ford Motor plant in Spain under a new manufacturing joint venture in Europe, the companies announced Thursday.

Pending regulatory approvals, the companies said the joint venture will begin operations in the first half of 2027, with the first new vehicles scheduled to roll off the line in 2028. The Valencia, Spain, plant will continue to produce the Ford Kuga in the meantime, according to a news release.

The companies said Ford will own 66% of the joint venture, while Geely will have a 34% stake.

The announcement comes after months of reported talks between the two sides, as legacy automakers such as Ford attempt to compete with Chinese carmakers that have quickly been expanding into new markets outside of China for several years.

It also comes a day after a U.S. Senate committee approved legislation to toughen a ⁠ban on Chinese automakers entering the U.S.

Ford's partnership with Geely stretches back to 2010, when it sold Volvo Cars to Geely, the companies said.

Ford CEO Jim Farley, who has complemented Chinese automakers for their speed and products, has previously said the automaker would be looking to partnerships to assist its global operations.

Die globalen Automobilhersteller planen die Gründung eines Produktions-Joint-Ventures im Ford-Werk in Valencia (Spanien), um durch die Bündelung von Kapazitäten und eine optimale Werksauslastung gemeinsam Fahrzeuge der Marken Ford und Geely zu bauen Die Partnerschaft, die auf Vertrauen und gemeinsamen Geschäftsgrundsätzen basiert, sichert die Zukunft des Werks in Valencia, sorgt für langfristige Stabilität und schafft das Potenzial für künftiges Beschäftigungswachstum im Bereich der Hightech-Fertigung Das Joint Venture trägt den neuen Gegebenheiten des europäischen Marktes Rechnung – dem intensiven globalen Wettbewerb, dem unerbittlichen Kostendruck und den immer strengeren Vorschriften – und versetzt das Werk in Valencia in die Lage, nach den sich in der Branche abzeichnenden neuen Kostenmaßstäben zu produzieren Das Werk in Valencia wird eine neue Generation emissionsarmer und emissionsfreier Fahrzeuge für den europäischen Markt produzieren und den Kunden ein herausragendes Technologieerlebnis bieten Das Joint Venture soll voraussichtlich einen völlig neuen Multi-Energy-Crossover für Ford sowie ein neues Modell der Bronco-Familie und zwei elektrische SUVs von Geely produzieren; die Produktion soll 2028 anlaufen. Die Produktion des Kuga läuft unterbrechungsfrei weiter Die Zusammenarbeit beschleunigt die Expansion von Geely Auto in Europa und unterstützt die Produktoffensive von Ford, bis 2029 fünf neue Fahrzeuge in die europäischen Showrooms zu bringen , /PRNewswire/ -- Die Ford Motor Company und Geely Automobile Holdings (im Folgenden „Geely Auto") gaben heute eine Vereinbarung zur Gründung eines auf Europa ausgerichteten Joint Ventures (JV) am Ford-Produktionsstandort in Valencia, Spanien, bekannt.

Das neue Joint Venture wird Multi-Energy-Pkw der Marken Ford und Geely für den europäischen Markt produzieren und damit den europäischen Autofahrern eine größere Auswahl und einen höheren Mehrwert bieten.

Ford and Geely announce joint venture for Europe at Ford's Valencia plant

Ford and Geely announce joint venture for Europe at Ford's Valencia plant In Europa spielt sich derzeit einer der härtesten Wettbewerbskämpfe der globalen Automobilindustrie ab. Verschärfte Vorschriften, hohe Betriebskosten und eine neue Generation globaler Wettbewerber haben die Maßstäbe der Branche in Bezug auf Herstellungskosten, Fahrzeugtechnologie und Softwareerfahrung neu definiert.

Durch die Bündelung der Produktionsmengen werden Ford und Geely die Kapazität des Werks in Valencia optimal auslasten und die Kosten für jedes dort gebaute Fahrzeug senken. So bleiben sie im Rahmen dieses sich entwickelnden Kostenstandards wettbewerbsfähig, liefern gleichzeitig Multi-Energy-Fahrzeuge von Weltklasse und stärken dabei die lokale Wirtschaft in Valencia.

Vorbehaltlich der behördlichen Genehmigungen wird das Joint Venture im ersten Halbjahr 2027 den Betrieb aufnehmen; die ersten Neufahrzeuge sollen 2028 vom Band laufen. Das Werk in Valencia wird in der Übergangszeit weiterhin den Ford Kuga produzieren.

„Dieses Joint Venture mit Ford in Europa spiegelt unser Engagement für eine offene, kooperative Produktentwicklung als Teil unserer Wachstumsstrategie wider und vertieft unsere lokale Präsenz sowie unser Engagement für die Kunden in Europa", sagte Alex Nan, Vice President der Geely Auto Group. „Wir sind bestrebt, Fahrzeuge anzubieten, für die sich europäische Kunden aufgrund ihrer Vorzüge entscheiden: aufgrund branchenführender Ausstattungsmerkmale, aufgrund hoher Qualität und aufgrund ihres aktiven Beitrags zu einer grünen Zukunft Europas. Einfach ausgedrückt: Wir bauen Autos in Europa, für Europa, gemeinsam mit einem vertrauenswürdigen Partner."

Die Partnerschaft zwischen Ford und Geely basiert auf Vertrauen und Respekt, die bis ins Jahr 2010 zurückreichen, als Ford Volvo Cars an Geely verkaufte und beobachten konnte, wie das Unternehmen die Marke schützte und wiederbelebte. Beide Unternehmen teilen das Bekenntnis zu Qualität, kosteneffizienter Beschaffung und kontinuierlicher Verbesserung sowie die Überzeugung, dass Kunden ihren eigenen Weg durch die Energiewende selbst wählen können.

Valencia wird zum Vorreiter für CO₂-arme Mobilität

Das Joint Venture wird das Ford-Werk in Valencia – das bereits heute zu den produktivsten und modernsten Werken Europas zählt und über eine potenzielle Jahreskapazität von rund 500.000 Fahrzeugen verfügt – in einen gemeinsamen Hightech-Produktionsstandort umwandeln, der darauf ausgelegt ist, im Rahmen des neuen globalen Kostenstandards der Branche wettbewerbsfähig zu sein. Das Werk nimmt seit seiner Eröffnung im Jahr 1976 eine Vorreiterrolle auf dem europäischen Markt ein. Damals wurde dort der ursprüngliche Ford Fiesta gebaut – Fords erstes weltweit vertriebenes Fahrzeug mit Frontantrieb, das sich als großer Erfolg erwies. Ford war der erste nicht-spanische Automobilhersteller, der in Valencia produzierte. Dies war der Beginn einer Partnerschaft mit Spanien und seinen Menschen, die bis heute ungebrochen ist.

Im Rahmen der vorgeschlagenen Eigentümerstruktur wird Ford 66 % des neuen Unternehmens halten und Geely Auto 34 %.

Attraktive Modellpalette

„Seit fast 50 Jahren werden in Valencia einige der beliebtesten Autos unserer Geschichte gebaut, und nun wird dieses Team dazu beitragen, unsere Zukunft zu gestalten", sagte Jim Baumbick, Präsident von Ford in Europa. „Deshalb bauen wir gemeinsam mit einem kompetenten Partner wie Geely Auto ein flexibles, kosteneffizientes Produktionssystem auf. Gemeinsam können wir ein erstklassiges Werk mit hervorragenden Mitarbeitern voll auslasten und den neuen Kostenmaßstab der Branche erfüllen. All dies ist Teil der Vision von Ford, europäischen Autofahrern ein aus dem Rallyesport stammendes Fahrverhalten, echte Geländegängigkeit und Multi-Energy-Technologie mit der unverwechselbaren DNA von Ford zu bieten."

Das Joint Venture wird das Know-how in den Bereichen Technik, Fertigung und Entwicklung von zwei der weltweit führenden Automobilhersteller bündeln, um sowohl von Ford als auch von Geely hergestellte emissionsarme und emissionsfreie Personenkraftwagen zu bauen. Die Fahrzeuge werden speziell auf europäische Autofahrer zugeschnitten sein und ihnen eine Auswahl an Antriebstechnologien sowie herausragende digitale Erlebnisse bieten.

Ford Modelle:

Der beliebte Ford Kuga: Die Produktion des Ford Kuga – eines der beliebtesten Plug-in-Hybridfahrzeuge Europas – wird in Valencia ohne Unterbrechung fortgesetzt. Ein robuster neuer Bronco: In Valencia wird zudem ein neues Modell der weltweiten Bronco-Familie produziert – ein robuster, kompakter und abenteuertauglicher SUV, der speziell für europäische Straßen konzipiert ist und dessen Produktion 2028 anlaufen soll. Ein komplett neuer Crossover: Ein von Ford designter und gemeinsam mit Geely entwickelter Multi-Energy-Crossover für Familien wird 2028 auf den Markt kommen. Das Fahrzeug, das mit den für Ford typischen technischen Stärken und der charakteristischen Fahrdynamik ausgestattet ist, ist Teil einer ehrgeizigen Produktoffensive, in deren Rahmen bis 2029 fünf neue Multi-Energy-Fahrzeuge in Europa eingeführt werden sollen. Geely Modelle:

Elegante Elektro-SUVs: Geely Auto plant, im Werk in Valencia zwei Elektro-SUVs zu produzieren, um seine Ausrichtung auf den europäischen Markt und seine Wachstumsstrategie konsequent voranzutreiben. Die ersten Modelle der Marke Geely, die im Rahmen dieses Joint Ventures hergestellt werden, sollen 2028 vom Band laufen. Das Joint Venture unterstützt die internationale Expansion von Geely Auto, nachdem das Unternehmen im ersten Halbjahr 474.228 Fahrzeuge im Ausland verkauft hat, und treibt gleichzeitig Fords Strategie voran, durch Partnerschaften in Europa Schnelligkeit, Effizienz und Größenvorteile zu erzielen.

„Diese Partnerschaft zeigt, wie Automobilhersteller die industrielle Basis Europas stärken, aber wir können das nicht alleine schaffen", sagte Jim Baumbick. „Was wir in Valencia mit der kontinuierlichen Unterstützung der spanischen Zentral- und Regionalregierungen erreicht haben, ist ein Musterbeispiel für eine öffentlich-private Partnerschaft, das Maßstäbe für den Rest Europas setzt."

Über Ford Motor Company

Ford Motor Company (NYSE: F) ist ein globales Unternehmen mit Sitz in Dearborn, Michigan, das sich dafür einsetzt, eine bessere Welt zu schaffen, in der jeder Mensch sich frei bewegen und seine Träume verwirklichen kann. Der Ford+ Plan des Unternehmens für Wachstum und Wertschöpfung kombiniert bestehende Stärken, neue Fähigkeiten und ständige Beziehungen zu Kunden, um die Kundenerlebnisse zu bereichern und deren Loyalität zu vertiefen. Ford entwickelt und liefert innovative, unverzichtbare Ford-Trucks, SUVs, Nutzfahrzeuge und Pkw sowie Lincoln-Luxusfahrzeuge und vernetzte Dienste. Das Unternehmen bietet seinen Kunden die freie Wahl über drei kundenorientierte Geschäftssegmente: Ford Blue, das ikonische benzinbetriebene und Hybridfahrzeuge entwickelt; Ford Model e, das software basierte Elektrofahrzeuge entwickelt, die außergewöhnliche digitale Erlebnisse für alle Kunden definiert; und Ford Pro, das gewerblichen Kunden hilft, ihre Geschäfte mit auf ihre Bedürfnisse zugeschnittenen Fahrzeugen und Dienstleistungen zu transformieren und zu erweitern. Darüber hinaus bietet Ford Finanzdienstleistungen über die Ford Motor Credit Company an. Ford beschäftigt weltweit etwa 168.000 Mitarbeiter. Weitere Informationen über das Unternehmen sowie seine Produkte und Dienstleistungen finden Sie unter corporate.ford.com

Über Geely Auto Group

Die Geely Auto Group ist ein weltweit führendes Automobilunternehmen mit Hauptsitz in Hangzhou, China. Als Teil der Zhejiang Geely Holding Group entwickelt und produziert die Geely Auto Group Personenkraftwagen unter den Marken Geely, Lynk & Co und Zeekr.

Geely Auto erzielte im Jahr 2025 einen kumulierten Absatz von 3.024.567 Einheiten und übertraf damit das Gesamtjahresziel bei einem Wachstum von 39 % gegenüber dem Vorjahr. Der Absatz von Fahrzeugen mit alternativen Antrieben (NEV) erreichte 1.687.767 Einheiten, was einem Anstieg von 90 % gegenüber dem Vorjahr entspricht.

Mit einem starken Fokus auf technologische Innovation, Elektrifizierung und nachhaltige Mobilität betreibt die Geely Auto Group erstklassige Forschungs- und Entwicklungszentren sowie Produktionsstätten in China, Europa und wichtigen internationalen Märkten. Die Gruppe hat sich zum Ziel gesetzt, sichere, hochwertige und intelligente Fahrzeuge anzubieten, die durch fortschrittliche Technologien wie Hybridantriebe, vollelektrische Architekturen, intelligente Konnektivität und autonome Fahrsysteme ermöglicht werden.

Als globales Unternehmen baut die Geely Auto Group ihre internationale Präsenz durch strategische Partnerschaften, lokalisierte Geschäftstätigkeiten und branchenführende Plattformen weiter aus. Geely ist bestrebt, Mobilitätslösungen zu entwickeln, die umweltfreundlicher, intelligenter und zugänglicher sind, und treibt so die Zukunft des nachhaltigen Verkehrs voran.

Pressemitteilungen, begleitendes Material, Fotos und Videos von Ford finden Sie unter From the Road, www.fordmedia.eu oder www.media.ford.com. Folgen Sie uns auf www.linkedin.com/company/ford-in-europe, www.youtube.com/FordNewsEurope, www.instagram.com/FordNewsEurope, www.threads.net/@fordnewseurope und www.tiktok.com/@FordNewsEurope

The global automakers plan to form a manufacturing joint venture at Ford's Valencia, Spain, plant, combining scale and factory utilization, to build Ford and Geely vehicles The partnership, built on a foundation of trust and shared business principles, secures the future of the Valencia plant, provides long-term stability and creates the potential for future high-tech manufacturing job growth The joint venture addresses the new realities of the European market -- intense global competition, relentless cost pressure and tightening regulation -- resetting Valencia to build at the industry's emerging cost benchmark The Valencia plant will produce a new generation of low- and zero-emission vehicles for European markets, offering customers an outstanding technology experience The joint venture is expected to produce an all-new multi-energy crossover for Ford, in addition to a new member of the Bronco family, plus two electric Geely SUVs, with production starting in 2028. Kuga production continues uninterrupted The collaboration accelerates Geely Auto's European expansion, and supports Ford's product offensive to bring five new passenger vehicles to European showrooms by 2029 , /PRNewswire/ -- Ford Motor Company and Geely Automobile Holdings (hereafter "Geely Auto") today announced an agreement to form a Europe-focused joint venture (JV) at Ford's Valencia, Spain, manufacturing hub.

The new JV will manufacture Ford and Geely multi-energy passenger vehicles for the European market, driving greater choice and value for European drivers.

Ford and Geely announce joint venture for Europe at Ford's Valencia plant

Ford and Geely announce joint venture for Europe at Ford's Valencia plant Europe is home to one of the fiercest competitive battles in the global automotive industry today. Tightening regulation, high operating costs and a new generation of global competitors have reset the industry's benchmark for manufacturing cost, vehicle technology and software experience.

By pooling production volume, Ford and Geely will maximize the capacity of the Valencia plant, lower the cost of every vehicle built there, and compete at this emerging cost standard while delivering world-class multi-energy vehicles and strengthening the local Valencia economy in the process.

Pending regulatory approvals, the joint venture will begin operations in the first half of 2027, with the first new vehicles scheduled to roll off the line in 2028. The Valencia plant will continue to produce the Ford Kuga in the meantime.

"This JV with Ford in Europe reflects our commitment to open, collaborative product development as part of our growth strategy, deepening our local presence and commitment to customers in Europe", said Alex Nan, Vice President of Geely Auto Group. "We are dedicated to delivering vehicles that European customers will choose on merit: on industry leading features, on high-quality and on actively contributing to Europe's green future. Put simply: we are building cars in Europe, for Europe, alongside a trusted partner."

Ford's partnership with Geely is built on a foundation of trust and respect stretching back to 2010 when Ford sold Volvo Cars to Geely and watched it protect and revitalize the brand. Both companies share a commitment to quality, cost-efficient sourcing and continuous improvement, as well as a belief that customers should be able to choose their own path through the energy transition.

Transforming Valencia into a Powerhouse for Low-CO2 Mobility

The JV will transform Ford's Valencia facility – already one of Europe's most productive and advanced plants, with a potential annual capacity of about 500,000 vehicles – into a shared, high-tech manufacturing hub built to compete at the industry's new global cost standard. The plant has been at the leading edge of the European market since it opened in 1976, when it built the original Ford Fiesta, Ford's first global front-wheel-drive car, and a major success. Ford was the first non-Spanish automaker to build in Valencia, the start of a partnership with Spain and its people that remains as strong today.

Under the proposed ownership structure, Ford will own 66% of the new entity and Geely Auto 34%.

An Exciting Vehicle Lineup

"For nearly 50 years, Valencia has built some of the most-loved cars in our history, and now this team will help build our future", said Jim Baumbick, President, Ford of Europe. " That's why we're building a flexible, cost-effective industrial system with a capable partner in Geely Auto. Together we can fully utilize a best-in-class plant with a great workforce and match the industry's new cost benchmark. This is all part of Ford's vision to give European drivers rally-bred handling, true off-road capability and multi-energy technology, with a distinct Blue Oval DNA."

The JV will combine the engineering, manufacturing and development know-how of two of the world's leading automakers to build both Ford and Geely low- and zero-emission passenger vehicles. The cars will be tailored for European drivers and will offer them choice in powertrain technology, as well as outstanding digital experiences.

Ford Models:

The Popular Ford Kuga: Production of the Ford Kuga -- one of Europe's favorite plug-in hybrids -- will continue uninterrupted in Valencia. A Rugged New Bronco: Valencia will also produce a new member of the global Bronco family - a tough, compact, adventure-ready SUV built for European roads, with production starting in 2028. An All-New Crossover: A multi-energy family crossover, designed by Ford and jointly developed with Geely will arrive in 2028. Engineered with Ford's signature capabilities and driving dynamics, it is part of an aggressive product offensive that will bring five new multi-energy vehicles to Europe by 2029. Geely Models:

Sleek Electric SUVs: Geely Auto plans to produce two electric SUVs at the Valencia facility in full support of their European focus and growth strategy. The first Geely-branded models to be manufactured under this joint venture are scheduled to roll off the production line in 2028. The venture supports Geely Auto's international expansion, following overseas sales of 474,228 vehicles in the first half of the year, while advancing Ford's strategy of using partnerships to compete with speed, efficiency and scale in Europe.

"This partnership shows how automakers are strengthening Europe's industrial base, but we can't do it alone," said Jim Baumbick. "What we've achieved in Valencia, with the ongoing support of Spain's national and regional governments, is a masterclass in public-private partnership that sets the benchmark for the rest of Europe."

About Ford Motor Company

Ford Motor Company (NYSE: F) is a global company based in Dearborn, Michigan, committed to helping build a better world, where every person is free to move and pursue their dreams. The company's Ford+ plan for growth and value creation combines existing strengths, new capabilities, and always-on relationships with customers to enrich experiences for customers and deepen their loyalty. Ford develops and delivers innovative, must-have Ford trucks, sport utility vehicles, commercial vans and cars and Lincoln luxury vehicles, along with connected services, including BlueCruise (ADAS) and security. The company offers freedom of choice through three customer-centered business segments: Ford Blue, engineering iconic gas-powered and hybrid vehicles; Ford Model e, inventing breakthrough electric vehicles ("EVs") along with embedded software that defines always-on digital experiences for all customers; and Ford Pro, helping commercial customers transform and expand their businesses with vehicles and services tailored to their needs. Additionally, the company provides financial services through Ford Motor Credit Company. Ford employs about 168,000 people worldwide. More information about the company and its products and services is available at corporate.ford.com.

About Geely Auto Group

Geely Auto Group is a leading global automotive company headquartered in Hangzhou, China. Part of Zhejiang Geely Holding Group, Geely Auto Group develops and manufactures passenger vehicles under the Geely, Lynk & Co, and Zeekr brands.

Geely Auto achieved cumulative sales of 3,024,567 units in 2025, exceeding the full-year sales target with a year-on-year growth of 39%. New energy vehicle (NEV) sales reached 1,687,767 units, a year-on-year increase of 90%.

With a strong focus on technology innovation, electrification, and sustainable mobility, Geely Auto Group operates world-class R&D centers and manufacturing facilities across China, Europe, and key international markets. The Group is committed to delivering safe, high-quality, and intelligent vehicles enabled by advanced technologies such as hybrid powertrains, full-electric architectures, smart connectivity, and autonomous driving systems.

As a global company, Geely Auto Group continues to expand its international presence through strategic partnerships, localized operations, and industry-leading platforms. Geely strives to create mobility solutions that are greener, smarter, and more accessible, driving forward the future of sustainable transportation.

Ford news releases, related materials, photos and video, visit From the Road, www.fordmedia.eu or www.media.ford.com.
Follow www.linkedin.com/company/ford-in-europe, www.youtube.com/FordNewsEurope, www.instagram.com/FordNewsEurope,
www.threads.net/@fordnewseurope and www.tiktok.com/@FordNewsEurope

Since hitting a record high of $511.75 in July last year, Ferrari (RACE +0.48%) stock has backtracked. Shares currently trade 28% below their peak (as of July 20). Investors were concerned with management's lower-than-expected long-term forecast revealed last October. And the company's first fully electric vehicle wasn't well received.

Ford Motor Company (F +1.05%) is currently winning the race by a mile. The domestic automotive stock has climbed 26% in the past 12 months. Investors cheered management's latest move of launching a battery segment to meet robust demand amid the ongoing artificial intelligence boom.

But I'm less optimistic about Ford. My prediction is that the Italian luxury brand will deliver a better return than the Detroit carmaker over the coming decade.

Image source: The Motley Fool.

Ferrari has a superior competitive position Ford was founded in 1903. That long history doesn't diminish the fact that this business doesn't necessarily operate from the strongest competitive position. This is generally true for mass-market automakers.

Competition is incredibly fierce. This comes from domestic peers. However, international rivals have also given Ford a run for its money, particularly Asian manufacturers.

And demand is highly cyclical. Consumer behavior, which is dependent on macroeconomic forces, can dictate revenue trends.

Ferrari's competitive position is excellent. It possesses arguably the widest economic moat in the auto sector. Its brand is the star of the show. The Ferrari name is globally recognized for its rich heritage of racing performance and exceptional design. This is a luxury brand.

That standing is bolstered by management's focus on keeping a lid on supply, intended to support outsize demand. Consequently, Ferrari has pricing power. Some of its limited-run models, such as the F80 unveiled in 2024, are produced in extremely low quantities and carry starting price tags in the seven figures.

The same demand dynamics that apply to Ford are irrelevant to Ferrari. The latter's customers, who are the wealthiest people in the world, are resilient to economic headwinds.

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Profitability is what drives stock performance Ferrari's brand strength directly hits the income statement. During the first three months of this year, it registered an outstanding operating margin of 29.7%, with credit going to the aforementioned pricing power. This is light-years ahead of Ford's 5.4%.

Besides margins, profit growth should grab investors' attention. In the past decade, Ferrari's diluted earnings per share (EPS) rose at a compound annual rate of 18.7%. This is a robust pace that has contributed to its share price gaining 787% over the last 10 years.

Ford's trend is much more disappointing. It posted diluted EPS of $0.61 in Q1 2016. That figure barely increased, coming in at $0.63 in the most recent quarter, equating to a 10-year annualized rate of 0.3%. This explains why Ford shares have risen by less than 3% in the past decade.

The overall automotive industry is extremely mature, limiting Ford's potential. But Ferrari has a much better growth runway. It sold 13,640 cars in 2025, up 50% from 9,119 in 2020. The niche focus adds greater revenue upside as it sells more vehicles over time.

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Pay the premium Valuation is one area where Ford comes out on top, and it's not even close. Its cheap valuation is certainly due to its very capital-intensive business, characterized by low growth and earnings.

Its shares trade at a price-to-earnings (P/E) ratio of 11.3, representing a massive 69% discount to Ferrari's multiple, which currently sits at 35.9. Investors shouldn't take this as a reason to avoid the stock, though, since this is such a high-quality enterprise.

Ferrari's P/E ratio has fallen by 31% over the past 12 months. Compared to the rest of the market, this doesn't appear to be a bargain opportunity. However, not all companies should be viewed in a similar light. Ferrari might even be deserving of a valuation expansion if it continues to deliver strong financial results.

Cars are pictured at the Ford factory in Almussafes near Valencia, Spain June 15, 2018. REUTERS/Heino Kalis/File Photo Purchase Licensing Rights, opens new tab

CompaniesLISBON/MADRID, July 22 (Reuters) - Ford Motor (F.N), opens new tab and China's Geely (0175.HK), opens new tab have struck a landmark deal under which the ​U.S. automaker will sell part of its Almussafes ‌plant near Valencia, paving the way for Geely to manufacture electric vehicles in Spain, ABC newspaper reported on ​Wednesday.

Citing sources familiar with the matter, ABC ​said the announcement is expected during a ⁠visit to the Almussafes plant on Thursday ​by Spanish Prime Minister Pedro Sanchez and Ford Europe ​President Jim Baumbick.

Stay up to date with the latest news, trends and innovations that are driving the global automotive industry with the Reuters Auto File newsletter. Sign up here.

Ford and Geely did not immediately respond to requests for comment emailed outside regular business hours.

ABC said ​the deal would give Geely, owner of ​brands including Volvo, Polestar and Lotus, a manufacturing base inside ‌the ⁠European Union, helping it to avoid EU tariffs on electric vehicles imported from China while providing direct access to the European market.

For Ford, the ​deal would cut ​fixed costs ⁠through the shared use of factory infrastructure while helping to safeguard jobs ​and production at Almussafes, the future ​of ⁠which has been clouded by the phasing out of several models and its dependence on its Kuga ⁠model.

The ​newspaper said the agreement would ​allow Geely to produce its EX2 electric vehicle at Almussafes.

Reporting ​by Sergio Goncalves and Victoria Waldersee Editing by David Goodman

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Ford is recalling nearly 388,000 SUVs because an issue with the second-row easy-entry seats could increase the risk of injury, according to federal regulators.

A total of 387,911 vehicles are affected, including certain 2020-2026 Ford Explorer and 2020-2027 Lincoln Aviator models, the National Highway Traffic Safety Administration (NHTSA) said in its recall notice.

The NHTSA said the vehicles may have a defect that could cause a second-row seat to tip or slide unexpectedly while the vehicle is moving.

FORD RECALLS MORE THAN 110,000 MUSTANG VEHICLES OVER WINDSHIELD WIPER, DRIVETRAIN DEFECTS

Ford is recalling nearly 388,000 vehicles over an issue with the second-row seating that could raise the risk of injury. (Getty Images / Getty Images)

"A seat that moves unexpectedly may not properly restrain an occupant during a crash, increasing the risk of injury," the NHTSA said.

"The switch for the easy-entry second-row outer seats may bind or stick, resulting in the seats unlatching, tipping, or sliding unexpectedly," the agency explained.

The agency noted some warning signs that vehicle owners should keep an eye out for.

A total of 387,911 vehicles are affected by the recall. (Christopher Dilts/Bloomberg via Getty Images / Getty Images)

"If the button is stuck in the down position, the customer may not be able to use the easy entry feature or return the seat to its normal position after using the easy entry feature," the notice reads.

Ford's Critical Concern Review Group identified 14 reports as of June 16, 2026, of unintended second-row seat movement while the vehicle was in drive. Six involved vehicles that had already received a remedy under an earlier recall, while eight involved vehicles that were not covered by the previous campaign. Ford said it was not aware of any crashes or injuries related to the issue.

BMW RECALLS NEARLY 30K VEHICLES OVER ENGINE STARTER DEFECT THAT COULD CAUSE FIRE

The NHTSA said the vehicles may have a defect that could prevent occupants from being properly restrained. (Jeff Kowalsky/Bloomberg via Getty Images  / Getty Images)

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Owners will be instructed to take their vehicles to a Ford or Lincoln dealership, where the second-row easy-entry switch bezel and housing will be replaced with a revised design at no charge.

Owner notification letters will be mailed out later this month, with another letter about the remedy expected to be sent out in January.

In the latest close session, Ford Motor Company (F - Free Report) was up +2% at $14.27. This move outpaced the S&P 500's daily gain of 0.89%. Meanwhile, the Dow gained 0.74%, and the Nasdaq, a tech-heavy index, added 1.29%.

Shares of the company have depreciated by 0.85% over the course of the past month, outperforming the Auto-Tires-Trucks sector's loss of 6.09%, and lagging the S&P 500's loss of 0.63%.

Market participants will be closely following the financial results of Ford Motor Company in its upcoming release. The company plans to announce its earnings on July 28, 2026. The company is expected to report EPS of $0.36, down 2.7% from the prior-year quarter. Our most recent consensus estimate is calling for quarterly revenue of $45.66 billion, down 2.74% from the year-ago period.

F's full-year Zacks Consensus Estimates are calling for earnings of $1.66 per share and revenue of $177.18 billion. These results would represent year-over-year changes of +52.29% and +1.8%, respectively.

It's also important for investors to be aware of any recent modifications to analyst estimates for Ford Motor Company. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, there's been a 1.36% rise in the Zacks Consensus EPS estimate. Ford Motor Company is currently a Zacks Rank #3 (Hold).

Digging into valuation, Ford Motor Company currently has a Forward P/E ratio of 8.43. This expresses a discount compared to the average Forward P/E of 18.84 of its industry.

Meanwhile, F's PEG ratio is currently 0.31. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The average PEG ratio for the Automotive - Domestic industry stood at 1.05 at the close of the market yesterday.

The Automotive - Domestic industry is part of the Auto-Tires-Trucks sector. At present, this industry carries a Zacks Industry Rank of 167, placing it within the bottom 33% of over 250 industries.

The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.

Key Takeaways Ford's Q2 EPS is expected at 35 cents, down 5.4%, while revenues may fall 2.7% year over year.Ford's U.S. vehicle sales fell 10%, while Model e faces a projected $4-$4.5 billion loss in 2026.Ford Pro's paid software subscriptions rose about 20% to over 900,000 in the first half of 2026. Ford Motor Company (F - Free Report) is slated to release second-quarter 2026 results on July 28, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings per share (EPS) and automotive revenues is pegged at 36 cents and $45.66 billion, respectively.

For the second quarter, the consensus estimate for Ford’s earnings has moved up 2 cents over the past 60 days. Its bottom-line estimates imply a decline of 5.4% from the year-ago reported numbers.

The company's earnings beat estimates in three of the trailing four quarters and missed once, delivering an average surprise of 58.43%. This is depicted in the graph below:

Q1 HighlightsFord reported first-quarter 2026 adjusted earnings per share of 66 cents, which beat the Zacks Consensus Estimate of 20 cents by 232.3%. The bottom line increased from 14 cents in the prior-year quarter. F’s total automotive revenues rose 6.4% year over year to $39.82 billion, which surpassed the Zacks Consensus Estimate of $39.34 billion by 1.21%.

Things to NoteFord reported second-quarter U.S. sales of 549,200 vehicles, down 10% year over year, primarily due to discontinued models and a 69% decline in daily rental sales. Moreover, the Model e segment, which centers around retail sales of electric vehicles, remains a structural drag as Ford invests in next-generation EVs and software-defined platforms. In first-quarter 2026, Model e posted an EBIT loss of $777 million, and the company expects the segment to lose $4-$4.5 billion for full-year 2026. After posting losses of $4.8 billion in 2025, Model e still faces the dual challenge of matching EV supply with demand and funding new product development. The reported decline in U.S. deliveries and the expected loss in the Model e segment are likely to have weighed on Ford’s second-quarter results.

On the brighter side, the Ford Pro segment, which deals with commercial vehicles and services, remained a key growth engine for the company, supported by demand for commercial vehicles and the expansion of software and physical services. Ford Pro's paid software subscriptions exceeded 900,000 in the first half of 2026, an increase of approximately 20%, while cumulative hands-free driving hours using BlueCruise surpassed 12 million. The company expects 2026 Ford Pro EBIT of $6.5-$7.5 billion, which keeps the segment central to Ford’s longer-term earnings mix. Expected profit in the Ford Pro segment is likely to have improved the company’s performance in the to-be-reported quarter.

Let’s have a look at our estimates for Ford’s segmental performance.

The Zacks Consensus Estimate for Ford Blue’s second-quarter revenues is pegged at $25.7 billion, suggesting a year-over-year decline of 0.2%. The Zacks Consensus Estimate for Ford Pro revenues is pegged at $18.4 billion, representing a year-over-year decline of 2%. The Zacks Consensus Estimate for Model e revenues is pegged at $1.6 billion, representing a year-over-year decline of 31.3%.

The Zacks Consensus Estimate for Ford Blue’s second-quarter adjusted EBIT is pegged at $1.24 billion, which suggests a rise of 88.1% year over year. The Zacks Consensus Estimate for Ford Pro adjusted EBIT is pegged at $1.68 billion, which suggests a decline of 27.7% year over year. The Zacks Consensus Estimate for Model e adjusted EBIT loss is pegged at $1.26 billion compared with the loss of $1.33 billion reported in the same period last year.

Earnings WhispersOur proven model does not conclusively predict an earnings beat for Ford for the quarter to be reported, as it does not have the right combination of the two key ingredients. A positive Earnings ESP, combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), increases the odds of an earnings beat. This is not the case here.

Earnings ESP: F has an Earnings ESP of 0.00%. This is because the Most Accurate Estimate is pegged in par with the Zacks Consensus Estimate. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Zacks Rank: It currently carries a Zacks Rank #3.

Stocks With the Favorable CombinationHere are a few players from the auto space that, per our model, have the correct ingredients to post an earnings beat this time.

Lear Corporation (LEA - Free Report) is slated to release second-quarter 2026 results on July 31. The company has an Earnings ESP of +0.18% and a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for LEA’s to-be-reported quarter’s earnings and revenues is pegged at $3.89 per share and $6.14 billion.

Cummins Inc. (CMI - Free Report) is slated to release second-quarter 2026 results on Aug. 4. The company has an Earnings ESP of +0.78% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for CMI’s to-be-reported quarter’s earnings and revenues is pegged at $7.33 per share and $9.33 billion.

BorgWarner Inc. (BWA - Free Report) is slated to release second-quarter 2026 results on Aug. 5. The company has an Earnings ESP of +0.62% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for BWA’s to-be-reported quarter’s earnings and revenues is pegged at $1.26 per share and $3.58 billion.

© 2018 Getty Images / Getty Images News via Getty Images

Ford (NYSE:F | F Price Prediction) is trading at $14.20, and a $2,500 stake today buys into a legacy automaker in the middle of a transformation: leaner Model e losses, a Ford Pro software business scaling into the hundreds of thousands of subscribers, and management pushing toward an 8% adjusted EBIT margin by 2029. The question for a five-year holder is simple: what could that $2,500 actually be worth by 2031?

The Headline Answer Under the base case, a $2,500 investment in Ford could grow to about $3,557.75 by 2031, a total return of 42.31%. That maps to a modeled five-year price of $20.20 per share, or an annualized return of 7.31%. The model carries a confidence score of 0.9 (High), reflecting stable analyst coverage, positive year-over-year earnings growth, and Ford’s large-cap profile.

Scenario Table: Where the $2,500 Could Land by 2031 Scenario 2031 Share Price Total Return Value of $2,500 Bull $22.27 56.9% $3,922.50 Base $20.20 42.31% $3,557.75 Bear $15.17 6.84% $2,671.00 Sell-side analysts sit close to today’s price, with an average target of $14.95 and a rating breakdown of 2 Strong Buys, 3 Buys, 15 Holds, and 1 Sell. Sentiment leans 71% Neutral, so the bull thesis largely rests on Ford executing its own plan rather than on Wall Street chasing the stock higher.

The Why Behind the Target Three drivers underpin the base-case path to $20.20.

1. Ford Pro is the profit engine. The commercial arm posted $1.69 billion of Q1 2026 EBIT and expanded margins to 11.4%. Paid software subscriptions reached 879,000, up 30% year over year, a high-margin recurring-revenue layer that traditional automakers rarely get credit for. Management guides Ford Pro EBIT of $6.5 billion to $7.5 billion for the year.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Ford didn't make the cut. Grab the names FREE today.

2. Earnings power is rebuilding. Ford raised full-year 2026 guidance to adjusted EBIT of $8.5 billion to $10.5 billion and adjusted free cash flow of $5.0 billion to $6.0 billion. Q1 2026 delivered EPS of $0.66 on revenue of $43.25 billion, up 6% year over year. Forward EPS of $1.69 against a stock near $14 translates to an implied P/E of about 9, cheap if the margin plan holds.

3. Cash returns cushion the ride. Ford pays a $0.15 quarterly dividend and has issued two elevated payments in the past two years ($0.33 in February 2024 and $0.30 in February 2025). A dividend yield near 5% compounds meaningfully over five years, especially if reinvested. Ford also repurchased $311 million of stock in Q1 2026. Readers looking at income-focused strategies may find our research on building a portfolio you never touch the principal on useful context for how a 5%-yielding cyclical fits alongside more defensive payers.

What Could Sink the Projection The bear case at $15.17 assumes execution slips. The biggest overhangs are concrete and near-term. Ford flagged roughly $2.0 billion in commodity headwinds (led by aluminum) and about $1.0 billion of tariff impact outside the one-time IEEPA benefit. The Model e segment is still bleeding, with a Q1 2026 loss of $777 million and full-year losses guided at $4.0 billion to $4.5 billion. FY2025 also carried a GAAP net loss of $8.16 billion after $10.7 billion of Model e impairments. Volatility is real too, with a beta of 1.83, meaning any recession or credit tightening would hit Ford harder than the market.

The Bottom Line A $2,500 stake in Ford maps to a five-year range of roughly $2,671 in the bear case, $3,557.75 in the base case, and $3,922.50 in the bull case, before counting dividends reinvested along the way. The math is only as good as Ford’s execution on Pro software, Model e loss reduction, and the 8% EBIT margin target. This is a projection, not investment advice, and analyst targets are not guarantees. But for investors weighing a cyclical name with a real dividend and a credible transformation plan, the risk-reward through 2031 skews constructive rather than punitive.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Ford didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

A California man is suing Ford, alleging the automaker plans to keep a projected $1.3 billion tariff-related benefit while maintaining the higher prices it started charging customers — an “unjust windfall” according to the lawsuit.

Jason Bullock, a San Diego resident who purchased a 2025 Ford Mustang Mach-E in February, alleges Ford increased prices and destination fees to offset President Trump’s tariffs before the Supreme Court struck down those duties earlier this year.

According to the complaint, Bullock paid a price that reflected Ford’s tariff-driven increases and has received no reimbursement.

A proposed class action alleges Ford passed tariff costs on to consumers before planning to retain a projected $1.3 billion IEEPA-related benefit. Ford CEO Jim Farley is pictured. USA TODAY Network via Reuters Connect The suit does not specify how much Bullock paid for the car.

The lawsuit argues Ford is now poised to receive a “$1.3 billion adjusted EBIT benefit of IEEPA,” citing the company’s filings with the Securities and Exchange Commission — all while continuing to maintain “flat US industry pricing.”

The complaint contends those disclosures show Ford intends to retain a tariff-related boon rather than pass it on to consumers.

“If Ford retains the IEEPA benefit while also retaining the tariff-related price increases paid by consumers, Ford will receive a double recovery and unjust windfall,” the complaint states.

Bullock is seeking to represent a nationwide class of consumers who purchased or leased new Ford vehicles after the tariff-related price increases took effect.

“We are reviewing the complaint,” a Ford spokesperson told The Post.

“We have a lineup of affordable and accessible vehicles today and we’ll continue to act on that commitment in ways that make sense for customers and dealers.”

Legal experts said the filing alone is unlikely to determine the outcome of the case.

The plaintiff says he purchased a 2025 Ford Mustang Mach-E after the automaker raised prices in response to Trump-era tariffs. Getty Images “An [Earnings Before Interest and Taxes] benefit doesn’t necessarily equal cash in hand,” Bobby Taghavi, managing partner at Sweet James, told The Post.

“Discovery will likely focus on whether that figure represents a gross refund, a net financial benefit after offsets, or simply an accounting adjustment.”

Taghavi said Ford is also likely to challenge whether the case can proceed as a class action.

“Class certification is often the biggest hurdle in consumer cases,” he said.

“Ford will likely argue that pricing decisions varied by vehicle, dealership, and customer, making individual issues outweigh common ones.”

The refund is expected to boost Ford’s Blue and Pro segments rather than go back to buyers, according to the automaker’s disclosures.

President Trump’s 2025 tariff rollout sparked higher costs across the auto industry and is now at the center of a proposed class action against Ford. AP Photo/Mark Schiefelbein The lawsuit stems from Trump’s 2025 tariff regimen, which imposed sweeping import duties under the International Emergency Economic Powers Act on goods from Canada, Mexico and China.

The administration initially imposed 25% tariffs on most imports from Canada and Mexico and a 10% tariff on Chinese goods in February 2025, later raising the rate on China to 20%.

Ford was among the automakers that warned investors the tariffs would drive up costs.

The company said in May 2025 that the trade measures would cost it roughly $1.5 billion for the year and announced price increases on Mexico-built models, including the Bronco Sport, Maverick and Mustang Mach-E, citing the added expense.

Industrywide, the tariffs rippled through the auto sector, disrupting North American supply chains that rely on parts crossing US borders multiple times before final assembly.

Analysts estimated the duties added thousands of dollars to the cost of many imported vehicles, while major automakers including General Motors, Stellantis, Toyota and Volkswagen all disclosed billions of dollars in actual or projected tariff-related costs.

The tariffs ultimately cost global automakers at least $35.4 billion through March 2026, according to an Automotive News analysis of company financial reports.

Douglas A. McIntyre is the co-founder, chief executive officer and editor in chief of 24/7 Wall St. and 24/7 Tempo. He has held these jobs since 2006.

McIntyre has written thousands of articles for 24/7 Wall St. He is an expert on corporate finance, the automotive industry, media companies and international finance. He has edited articles on national demographics, sports, personal income and travel.

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TheStreet.com, Comps.com and Edgar Online are some of the public companies for which McIntyre served on the board of directors. He was a Vicinity Corporation board member when the company was sold to Microsoft in 2002. He served on the audit committees of some of these companies.

McIntyre has been the CEO of FutureSource, a provider of trading terminals and news to commodities and futures traders. He was president of Switchboard, the online phone directory company. He served as chairman and CEO of On2 Technologies, the video compression company that provided video compression software for Adobe’s Flash. Google bought On2 in 2009.

COLORADO SPRINGS, Colo.--(BUSINESS WIRE)---- $VENU #Colorado--Venu® Holding Corporation ("VENU" or the "Company") (NYSE AMERICAN: VENU), an owner, operator, and developer of premium live entertainment destinations, today announced that multi-platinum, Grammy Award-winning singer and songwriter Dwight Yoakam will headline the Company's Ford Amphitheater in Colorado Springs, Colorado on Friday, October 9. In addition, the acclaimed venue will host legendary funk and soul group The Commodores & The Spinners on Fri.

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Ford's first electric truck missed sales expectations. The automaker is pivoting to smaller, more affordable EV options. Bloomberg/Getty Images Ford hit reset on its money-losing EV program. Now, the first product of that overhaul is coming into view.

The Detroit automaker says the midsize electric pickup will reach customers in 2027, with a target starting price of about $30,000.

There's still plenty Ford hasn't yet revealed about the vehicle. We don't know the name, haven't received official range estimates, and have only seen the truck wrapped in funky-looking camouflage.

But the automaker has disclosed enough to make clear that the pickup will be one of the most important tests of its next-generation product strategy.

Here is what we know:

Challenging the EV cost issue

Ford's last generation EV models were generally more expensive than their gas-powered counterparts.  Mario Tama/Getty Images Ford's coming truck hopes to disrupt the age-old EV cost issue.

For years, electric vehicles have been more expensive than their gas-powered counterparts. In 2025, a full-size Ford F-150 pickup truck with a fuel tank started at around $38,000, while its fully-electric counterpart (which has since been discontinued) had a starting price in the mid-$50,000 range.

The same EV markups on similarly-sized cars have marred product lineups at Hyundai, Kia, General Motors, Stellantis, and BMW.

Now, Ford is aiming for a starting price of about $30,000 — though that figure remains a target rather than a finalized sticker price. If Ford hits this goal, the electric pickup's price would be in the same ballpark as the similarly sized, gas-powered Maverick.

RAV4 room and Mustang speed

Ford hasn't revealed much of the design, but the company says its interior is rather roomy.  Ford Ford says the pickup compares favorably to some of the most well-recognized names in the US auto industry.

The company tells Business Insider it will offer more passenger space than a Toyota RAV4, despite its relatively compact footprint. There's plenty of space for suitcases and bags, too: It will include both a conventional truck bed and extra storage in the front trunk, or frunk.

Ford has also said the truck will accelerate about as quickly as a Mustang EcoBoost. The automaker projects that the pickup's five-year ownership cost will be lower than that of a three-year-old used Tesla Model Y.

A platform designed for more than one truck

Ford said it's targeting a starting price of $30,000.  Ford In 2022, the Blue Oval launched a skunkworks program to develop a new lineup of easier-to-build, cheaper-to-buy electric vehicles called the Universal EV Platform. That program is radically changing how the century-old automaker is building EVs.

Instead of using the traditional moving assembly line popularized in Ford's early days, the company is adopting an "assembly tree" production system. Ford plans to build its front, rear, and structural battery-and-interior sections separately before joining them together.

The cars will run on lithium-iron-phosphate prismatic batteries produced at BlueOval Battery Park in Marshall, Michigan.

Ford says the structural battery pack will also serve as the vehicle's floor, reducing weight and complexity. The company says its coming vehicle is 15% more aerodynamically efficient than any other pickup on the market.

The new builds will be simpler. Ford says the vehicles will use 20% fewer parts, 25% fewer fasteners, and 40% fewer workstations.

The Louisville Assembly Plant in Kentucky, where Ford will build the new trucks, is getting a fresh investment of nearly $2 billion. The company has put the wider investment in the truck, factory, and US battery production at about $5 billion.

Ford has shown silhouettes suggesting the platform could support vehicles including a hatchback, SUVs, and a cargo van. The company has not confirmed which of those models will reach production.

An EV market under pressure

Ford is facing new pressure from fast-paced EV companies in the US — and around the globe.  Bloomberg/Getty Images Ford's new truck is taking shape during an uneven moment for America's EV market.

US electric-car sales improved from the first quarter to the second, but remained 20.5% below their year-earlier level, according to Cox Automotive.

Some companies found pockets of momentum: Rivian's sales rose 13.7% during the first half of the year, Hyundai's Ioniq 5 gained 8.6%, and Toyota's EV deliveries more than doubled from a relatively small base (though the company confirmed to Business Insider that it's delaying the launch of its Highlander EV by at least eight weeks). Tesla also beat Wall Street's expectations for global deliveries, although its estimated US sales remained down for the year.

Ford has been on the losing side of that divide. Its US EV sales fell 40.7% in the second quarter and 57.4% during the first half. GM's EV brands collectively fell by roughly a third in the quarter.

Every one of those US automakers is feeling pressure from Chinese EV makers. China-based car companies, including BYD and Xiaomi, have introduced lower-cost, faster-charging, technology-heavy EVs and expanded into global markets. BYD overtook Tesla as the world's largest seller of battery-electric vehicles last year.

Ford CEO Jim Farley has studied that competition from behind the wheel. He had a Xiaomi SU7 shipped to the US and drove it for six months, calling it "fantastic" and saying he did not want to give it up.

Ford's $30,000 truck is its attempt to turn that alarm into something American customers can buy.

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Ben Shimkus You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Ben Shimkus is a reporter for the Business News desk. He writes about cars, transportation, retail, and jobs. Ben's reporting has appeared in Rolling Stone, The Verge, Automotive News, USA Today, AutoBody News, LGBTQ Nation, TopSpeed, and Out Magazine. He's also held staff writing positions at The U.S. Sun and the Daily Mail. He graduated from NYU with a Master's in journalism in 2024. Email Ben at [email protected] or message him privately on Signal at bshimkus.41. 

Ford Electric Vehicles

Key Takeaways Ford reached a tentative three-year Unifor deal covering more than 5,000 Canadian workers.Ford Pro grew EBIT by $376 million as software subscriptions jumped 30% to 879,000 in Q1.Ford targets recovering half of lost truck volume as Novelis ramps production in late 2026. Ford (F - Free Report) is heading into the back half of 2026 with one less risk on the table. It has announced a tentative three-year agreement with Unifor covering more than 5,000 Canadian workers, with talks centered on better pay, benefits and job protections. The deal still needs member ratification, but landing it well ahead of the Sept. 20 contract expiration matters. That takes strike risk off the table at a time when the auto industry is already grappling with the electric vehicle (EV) transition and shifting demand.

Ford is up 9% year to date, outpacing the industry’s loss over the same period. The stock has also outperformed its closest peers, General Motors (GM - Free Report) and Stellantis (STLA - Free Report) , which witnessed their shares decline over the same timeframe.  

YTD Price Performance Comparison Image Source: Zacks Investment Research

The stock is trading at 8.05X forward earnings (at a huge discount relative to the industry), with a Value Score of A. Yes, there are a few challenges in Ford’s path, including losses in its EV business, ongoing recalls and tariff costs, but there are various factors working in favor of the stock.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Ford’s 2026 and 2027 EPS implies year-over-year growth of 50% and 12%, respectively. The consensus mark for 2026 and 2027 EPS has moved up over the past 60 days.

Image Source: Zacks Investment Research

Here are four key reasons why we are bullish on Ford stock.

Ford Pro Is the Key Growth EngineFord's commercial vehicle and services unit, Ford Pro, is turning into the company's most important segment. Even with wholesale volumes down 10% in the last reported quarter due to supply issues, the unit still grew EBIT by $376 million year over year and held an 11.4% margin — a sign the business is getting structurally stronger, not weaker. Software subscriptions jumped 30% year over year to 879,000 in the first quarter, and the ServiceTitan partnership is deepening Ford's digital lock-in with commercial customers. Management expects $6.5-$7.5 billion in EBIT from Ford Pro this year.

Ford Energy Adds a New Growth LegFord is building an energy storage business beyond vehicles. The company plans to invest $1.5 billion in 2026 toward 20 GWh of battery storage capacity by 2027, split across its Kentucky and Michigan facilities. This isn't just an EV side-project — it's a real attempt to diversify revenues using Ford's existing manufacturing scale. The unit landed its first major customer in May, a five-year battery storage supply deal with EDF Power Solutions North America.

Ford’s Novelis Supply Problem Is ResolvingA major drag on Ford's results has been the aluminum shortage caused by fires at supplier Novelis's Oswego, NY, plant, which supplies material for F-Series trucks. That disruption cost Ford roughly 100,000 trucks in 2025 and around $2 billion in losses. The good news is that Novelis restarted operations at Oswego last month, and Ford is targeting recovery of about half the lost truck volume as production ramps in the second half of 2026. Both Ford Pro and Ford Blue should benefit as truck output normalizes.

Ford’s Balance Sheet StrengthFord closed the first quarter of 2026 with $22 billion in cash and $43.1 billion in total liquidity— a strong cushion while it funds EV development, energy storage and software simultaneously. That gives management room to execute even if the macro backdrop worsens. On top of that, Ford's dividend yield sits above 4%, more than triple the S&P 500 average, boding well for income investors.

Last WordFord's story is shifting from a legacy automaker weighed down by EV losses to a diversified industrial platform with real margin drivers. Labor stability, a recovering supply chain, and two emerging high-margin businesses in Ford Pro and Ford Energy give the stock multiple paths to upside that the market hasn't fully priced in. Trading at a steep discount to the industry while paying a 4%+ dividend, Ford offers a rare combination of value, growth and income. We recommend buying Ford stock at current levels.

The stock sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

“The hood is bent, the radiator is cracked, and the front bumper is destroyed.”

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Ford's all-important EV pickup truck has donned camouflage during public outings. The sneaky attire includes a QR for a hidden website landing page. Ford Ford has been camouflaging its coming $30,000 EV pickup during public testing. Turns out, the going-out attire is intentionally revealing.

Photos and videos of the disguised truck have circulated widely online in recent weeks. And some of Ford's wraps have obscured the truck's body lines with a jumble of dogs, sailboats, soccer balls, heart emojis — and tiny QR codes.

Scanning one sends curious onlookers to an official Ford webpage that declares, "Congrats, You Spotted a Unicorn." There, the automaker shows clearer footage of the pickup undergoing snow testing and moving through production, while inviting visitors to sign up for updates.

"Chances are, you saw something on the road that piqued your interest, and you're here because you're curious," Alan Clarke, Ford's vice president of advanced development projects, says in a video at the top of the site. "This website will be your exclusive insight into our progress."

The camouflage is doing two jobs at once: concealing the big-bet truck's final shape and helping Ford build an audience before it officially pulls back the covers.

An EV recharge

Ford discontinued the all-electric F-150 Lightning after sales never reached the company's 150,000 unit-per-year goal.  Scott Olson/Getty Images There is plenty riding on the truck underneath.

The so-far unnamed EV (though rumors and patent applications suggest Ford may be resurrecting the Ranchero nameplate) is scheduled to reach customers next year. It's a big reset for the legendary automaker.

Around 2020, Ford had high hopes for its first generation of mass-market EVs, including the F-150 Lightning, a full-size electric pickup that started at mid-$50,000. Ahead of its launch, Ford touted nearly 200,000 reservations and set a goal of eventually building 150,000 electric trucks a year.

Sales peaked in 2024 at 33,510 vehicles, falling far short of Ford's early ambitions. The automaker ended production of the original Lightning in late 2025 and recorded $19.5 billion in charges tied to its broader EV restructuring.

As its initial EV plans faltered, Ford assembled a roughly 350-person California skunkworks team led by Clarke to develop a cheaper and more efficient generation of electric vehicles, called the universal EV platform. The group focused on faster manufacturing, more aerodynamic designs, and dramatically fewer parts.

The camouflaged pickup will be the first test of that strategy. Ford says it can build up to eight different vehicles on the same battery infrastructure.

A tricky EV market with new contenders

Ford's EV comes as it tries to ward off Chinese EV-makers. Other American startups, like the Slate Truck pictured above, are entering the fray as well.  Ben Shimkus/Business Insider Ford's lower-cost EV push is taking shape as a new crop of challengers reaches the US market.

Slate, a Jeff Bezos-backed startup, told Business Insider that the first units of its $24,950 electric pickup will reach customers this year. Fiat has also brought the sub-$15,000 Topolino to the US, although the tiny EV is closer to a golf cart than a daily driver.

And the greatest threat may be overseas.

BYD became the world's largest seller of battery-electric vehicles last year, reaffirming the pressure Chinese automakers are placing on established car companies. Ford CEO Jim Farley has repeatedly praised Chinese EVs for their technology, affordability, and build quality.

When Ford unveiled its Universal EV Platform in 2025, Farley framed the project as a response to competitors attacking the industry from several directions.

"We knew that the Chinese would be the major player for us globally, companies like BYD, new startups from around the world," he said in 2025. "Big technology has their ambition in the auto space. They're all coming for us, legacy automotive companies."

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Ben Shimkus You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Ben Shimkus is a reporter for the Business News desk. He writes about cars, transportation, retail, and jobs. Ben's reporting has appeared in Rolling Stone, The Verge, Automotive News, USA Today, AutoBody News, LGBTQ Nation, TopSpeed, and Out Magazine. He's also held staff writing positions at The U.S. Sun and the Daily Mail. He graduated from NYU with a Master's in journalism in 2024. Email Ben at [email protected] or message him privately on Signal at bshimkus.41. 

Ford Electric Cars

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