Ford's 11 Billion Dollar Loss: How CEO Farley Plans an 8 Billion Dollar 2026 Comeback

Ford BioSnap a weekly updated Biography. Ford just posted its worst quarterly loss since 2008, an 11.1 billion dollar net hit in Q4 2025 that dragged the full year to an 8.2 billion dollar deficit, according to Automotive News and Ford's own February 10 financial release. The carnage came from massive EV write-downs totaling 19.5 billion dollars after scrapping big projects like a three-row SUV, electric van, and next-gen pickup, as MotorTrend details, plus two billion dollars in tariff costs that doubled forecasts due to Trump admin tweaks, and another two billion from October fires at aluminum supplier Novelis that idled F-150 production. Ford Authority notes the stock still climbed 32 cents a share from February 9 to 13, signaling investor bets on a turnaround. CEO Jim Farley, in the earnings call highlighted by MarketBeat, struck an optimistic chord, projecting eight to ten billion in adjusted earnings for 2026 with five to six billion in free cash flow, thanks to stabilizing tariffs, Ford Pro's double-digit margins, and ditching unprofitable models like the Escape and Edge for higher-margin Broncos, Raptors, and hybrids. Model e will lose four to four and a half billion this year but aims for break-even by 2029 via affordable EVs on a new Universal platform debuting with a midsize truck next year, Zacks reports. They're also ramping Ford Energy for battery storage contracts and in-housing Level 3 autonomy to slash costs. No public sightings of Farley or execs this week, but whispers in dealer circles buzz about five sub-40 thousand dollar models by decade's end to lure back entry-level buyers. Union workers gripe over slimmer profit-sharing checks at about 6780 bucks versus last year's 10 thousand, per MotorTrend. All verified from earnings docs and trades—no unconfirmed scoops here, though Novelis mill restart between May and September could make or break supply. Ford's quietly pivoting from EV overreach to profitable trucks and energy plays, positioning for a 2026 rebound that could redefine its blueprint. Get the best deals https://amzn.to/3ODvOta This content was created in partnership and with the help of Artificial Intelligence AI.