Ford's Q1 Earnings: F-150 Production, Tariffs, & EV Losses

Fords Q1 earnings report looms, focusing on F-150 production hiccups from last years aluminum plant fires, tariff breaks, and warranty expenses. Analysts predict automotive revenue of $38.48 billion, adjusted EPS of $0.18, and EBIT of $1.26 billion. The fires disrupted F-Series truck production, but Ford expects normalization by year-end, boosting second-half production. Sales dipped 8.8% to 457,315 vehicles, with F-Series plunging 16%. A pre-tariff buying spree and recent F-150 recall complicate comparisons. Warranty claims surged to $5.2 billion, and Ford may raise its full-year outlook due to Supreme Court relief on Trump-era tariffs. Fords EV arm, Model E, faces $4-4.5 billion in losses. Ford is transitioning to cheaper platforms after a $19.5 billion charge, abandoning costly projects like the F-150 Lightning. Investors will watch for any adjustments to the $8-10 billion adjusted EBIT guidance as truck production recovers and costs decrease. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/8188d98de5a9066f