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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Emmanuel Rosner | Wolfe Research | 13 questions · 23% challenging |
| Mark Delaney | Goldman Sachs | 12 questions · 17% challenging |
| Dan Levy | Barclays | 12 questions · 33% challenging |
| Joe Spak | UBS | 12 questions · 33% challenging |
| Colin Langan | Wells Fargo | 10 questions · 50% challenging |
| Edison Yu | Deutsche Bank | 6 questions · 0% challenging |
| Ryan Brinkman | JPMorgan | 6 questions · 0% challenging |
| Itay Michaeli | TD Cowen | 6 questions · 0% challenging |
| Tom Narayan | RBC Capital Markets | 5 questions · 0% challenging |
| Daniel Roeska | Bernstein | 4 questions · 25% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wolfe Research | 1 analyst | 13 questions · 23% challenging |
| Barclays | 1 analyst | 12 questions · 33% challenging |
| UBS | 1 analyst | 12 questions · 33% challenging |
| Goldman Sachs | 1 analyst | 12 questions · 17% challenging |
| Wells Fargo | 1 analyst | 10 questions · 50% challenging |
| Morgan Stanley | 2 analysts | 8 questions · 38% challenging |
| Bank of America | 4 analysts | 7 questions · 14% challenging |
| JPMorgan | 1 analyst | 6 questions · 0% challenging |
Ford delivered $1 billion in adjusted EBIT, exceeding its roughly breakeven expectation for the quarter on better-than-planned warranty and material costs and its best first-quarter US pickup sales in over 20 years. Revenue fell 5% to $41 billion as wholesales dropped 7%, driven by planned downtime at Kentucky Truck plant tied to the Expedition, Navigator, and F-150 launches. The dominant story was tariffs: management estimated a $2.5 billion gross and $1.5 billion net adverse full-year 2025 EBIT impact and suspended its full-year guidance amid policy uncertainty. Ford Pro stayed a bright spot, with paid software subscriptions up 20% year-over-year to 675,000 at over 50% gross margin, while Model e cut its per-vehicle loss about 40% but remained deeply unprofitable. Management emphasized a third consecutive quarter of year-over-year cost improvement excluding tariffs and early progress on its low-cost Skunkworks platform.
Cost Pressure | Trade Tariffs | Margin | Competitive Dynamics | Guidance Reliability | Capital Allocation | Pricing | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 2 | 3 | 3 | 1 | 3 | 2 | 2 |
| 2025Q1 | 6 | 11 | 3 | 4 | 2 | 3 | 4 | 2 |
| 2025Q2 | 5 | 4 | 7 | 5 | 2 | 3 | 4 | 6 |
| 2025Q3 | 6 | 4 | 4 | 3 | 5 | 3 | 5 | 5 |
| 2025Q4 | 3 | 2 | 2 | 5 | 5 | 6 | 1 | 1 |
| 2026Q1 | 3 | 3 | 3 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cost Pressure | 4 | 6 | 5 | 6 | 3 | 3 |
| Trade Tariffs | 2 | 11 | 4 | 4 | 2 | |
| Margin | 3 | 3 | 7 | 4 | 2 | 3 |
| Competitive Dynamics | 3 | 4 | 5 | 3 | 5 | |
| Guidance Reliability | 1 | 2 | 2 | 5 | 5 | 3 |
| Capital Allocation | 3 | 3 | 3 | 3 | 6 | |
| Pricing | 2 | 4 | 4 | 5 | 1 | 1 |
| Regulation Policy | 2 | 2 | 6 | 5 | 1 | 1 |
What F and other companies said about each other on FY2025 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“One project to highlight is the Ford Motor Company Custom Energy Solutions project that is in construction. This project will provide central utility plant services to Ford’s facility in Marshall, Michigan and is underpinned by a long-term fixed fee contract with no commodity risk.”
DTE Vantage is building a custom energy solutions project for Ford's Marshall, Michigan facility under a long-term fixed-fee contract with no commodity risk, expected to begin commercial operations in 2026.
“We have a Boston Dynamics dog in our supply -- in our Spain Valencia plant. That's where the experiment started. It has -- it literally has sensors on it that can see, hear, feel the vibration, smell any leaks of oil, et cetera, it just literally walks around the plant all day long and has changed how we do our preventive maintenance because it can see and hear and look for error states well before a human being could.”
Ford is piloting a Boston Dynamics robot (Spot) for autonomous plant inspection and preventive maintenance at its Valencia, Spain facility, an early example of Boston Dynamics' robotics being adopted in automotive manufacturing.
Calendar quarter Q1 2025Earnings call May 5, 2025
FY2025 Q1 in brief
Ford delivered $1 billion in adjusted EBIT, exceeding its roughly breakeven expectation for the quarter on better-than-planned warranty and material costs and its best first-quarter US pickup sales in over 20 years.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Ford Motor Company (F), FY2025 Q1: 1/10. Scores: Ford Motor Company’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: F daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $48.21B | +4.9% | $0.45 | +446.2% | 2.8% | 3.8% | $530M |
| FY2025 Q1Selected | $40.66B | -5.0% | $0.12 | -63.6% | 0.4% | 1.2% | $1.86B |
| FY2025 Q2 | $50.18B | +5.0% | $-0.01 | -102.0% | 0.9% | -0.1% | $4.23B |
| FY2025 Q3 | $50.53B | +9.4% | $0.60 | +172.7% | 3.2% | 4.8% | $5.28B |
| FY2025 Q4 | $45.89B | -4.8% | $-2.77 | -715.6% | -2.0% | -24.1% | $1.10B |
| FY2026 Q1 | $43.25B | +6.4% | $0.63 | +425.0% | 5.4% | 5.9% | $-1.06B |
| FY2026 Q2 | $48.30B | -3.8% | $-0.33 | — | 1.3% | -2.7% | $1.96B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY -4.95% → base 4. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
No 8-K events recorded for this window.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
F Ford Motor Company | 1 | -5.0% | |
| GM General Motors | 2 | +2.3% | |
| HOG Harley-Davidson, Inc. | 1 | -23.1% | |
| LCID Lucid Group, Inc. | 8 | +36.1% | |
| RIVN Rivian Automotive, Inc. | 5 | +3.0% |