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Sentiment · FY2025 Q4
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Emmanuel Rosner | Wolfe Research | 11 | 9% |
| Joe Spak | UBS | 10 | 10% |
| Mark Delaney | Goldman Sachs | 10 | 10% |
| Dan Levy | Barclays | 10 | 10% |
| Colin Langan | Wells Fargo | 8 | 13% |
| Ryan Brinkman | JPMorgan | 5 | 0% |
| Edison Yu | Deutsche Bank | 4 | 0% |
| Tom Narayan | RBC Capital Markets | 4 | 0% |
| Itay Michaeli | TD Cowen | 4 | 0% |
| Dan Roeska | Bernstein | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wolfe Research | 1 | 11 | 9% |
| Barclays | 1 | 10 | 10% |
| UBS | 1 | 10 | 10% |
| Goldman Sachs | 1 |
| 10 |
| 10% |
| Wells Fargo | 1 | 8 | 13% |
| Morgan Stanley | 2 | 6 | 0% |
| JPMorgan | 1 | 5 | 0% |
| Bank of America | 3 | 5 | 20% |
Ford closed FY2025 with Q4 revenue of $44.4 billion, up 4.8% year-over-year, and adjusted EPS of $0.48 driven by Ford Pro's record full-year performance at $9.2 billion EBITDA. Full-year adjusted EBIT of $8.2 billion came in at the upper end of the guided range, while new FY2026 EBIT guidance of $7.0-$8.5 billion reflected ongoing tariff uncertainty and Model e investment. Revenue and EPS growth earned a base score of 6, with the new forward-year guidance introduction adding 1 point for a final of 7.
Cost Pressure | Trade Tariffs | Competitive Dynamics | Margin | Capital Allocation | Innovation & R&D | Regulation Policy | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 2 | 3 | 3 | 3 | 3 | 2 | 2 |
| 2025Q1 | 6 | 11 | 4 | 3 | 3 | 4 | 2 | 4 |
| 2025Q2 | 5 | 4 | 5 | 7 | 3 | 4 | 6 | 4 |
| 2025Q3 | 6 | 4 | 3 | 4 | 3 | 1 | 5 | 5 |
| 2025Q4 | 3 | 2 | 5 | 2 | 6 | 4 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | |
|---|---|---|---|---|---|
| Cost Pressure | 4 | 6 | 5 | 6 | 3 |
| Trade Tariffs | 2 | 11 | 4 | 4 | 2 |
| Competitive Dynamics | 3 | 4 | 5 | 3 | 5 |
| Margin | 3 | 3 | 7 | 4 | 2 |
| Capital Allocation | 3 | 3 | 3 | 3 | 6 |
| Innovation & R&D | 3 | 4 | 4 | 1 | 4 |
| Regulation Policy | 2 | 2 | 6 | 5 | 1 |
| Pricing | 2 | 4 | 4 | 5 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
F Ford Motor Company | 5 | -4.8% | |
| GM General Motors | 7 | -0.9% |