Ford (F) earnings: The $11B loss and the supply chain fire

Ford utilized a massive "kitchen sink" quarter to write off failed EV bets, but a single supplier fire is now causing immediate cash flow havoc.In this episode:- Net loss swings to $(11.1)B on huge Model e impairments- Adjusted EBIT margins compress to just 2.3% 📉- Novelis factory fire creates a ~$2B operational headwind- Free Cash Flow turns negative $(2.1)B- Ford Pro profits drop ~40% QoQManagement calls this a reset, but with Q1 2026 guidance looking "sequentially flat," the turnaround relies heavily on a recovery late in the year. We discuss why the "golden child" Ford Pro segment finally stumbled and if the new "Ford Energy" pivot is viable.Company: Ford Motor Company (F) | Q4 FY2025AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.