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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“including Databricks, Expedia, Ford and Wells Fargo rely on Atlassian's AI-enabled cloud platform to power their business processes and mission-critical workflows”
Atlassian cites Ford as a marquee customer relying on its AI-enabled cloud platform for mission-critical workflows.
“I'm unaware of any robot program by Ford or GM”
Musk contrasts Tesla's Optimus humanoid-robot effort against legacy automakers, implying Ford has no comparable humanoid-robotics program.
“We have a strong project development pipeline in place at DTE Vantage with multiple custom energy solutions projects underway, including a project with Ford Motor Company, which is expected to come online in 2026 and a project to build and operate a 42- megawatt combined heat and power project for a large industrial customer, which is expected to begin construction later this year.”
DTE Vantage is building a custom energy solutions project for Ford Motor Company, expected online in 2026, under a long-term fixed-fee contract.
“So they start with the cost pain, and you can see it by Ford and a number of other companies that say it's going to cost me $800 million or $1 billion.”
David Simon cites Ford's disclosed $800 million to $1 billion tariff cost impact as an example of the direct-import cost burden companies are absorbing from tariffs.
“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.
“Rockwell was selected by Ford Motor Company as the automation partner for their Louisville, Kentucky facility.”
Rockwell secured a new automation contract with Ford, supplying controllers, drives, HMI and industrial components for a major assembly facility, a sign of continued Automotive OEM capex despite broader EV project delays.
“Yeah. Paul, this is Dave. Yeah, it was associated with the Ford project. It was a little over $50 million was the ITC associated with the Ford project.”
DTE Vantage recognized over $50 million in investment tax credits tied to a project built for Ford, indicating continued industrial energy-infrastructure investment activity by Ford.
“Tesla's shown that they could we can make money in that market even without subsidy from the government at the rent cost level.”
Ford cites Tesla as proof that the $30-35K high-volume EV segment can be profitable without government subsidy, a positive read-through on Tesla's low-cost EV economics.
“the first year we've seen the benefits of the VW scale with our one-ton van”
Ford is realizing scale benefits from its one-ton van co-operation with Volkswagen in Europe, a read-through that the Ford-VW commercial van partnership is delivering value for VW.
“using Renault's platform, especially their B-sized EV, to dramatically reduce our costs and improve the profitability of our EV business in Europe”
Ford will build EVs on Renault's B-segment platform in Europe, a read-through that Renault is monetizing its EV platform through an OEM partnership.
“We have access working with CATL and licensing their technology, in our own plants”
Ford is licensing CATL's LFP battery technology for its US plants and Ford Energy business, a read-through that CATL's tech-licensing model is scaling with a major US automaker.
“forming new partnerships like ServiceTitan to broaden our reach and integrate directly with the trades”
Ford Pro is partnering with ServiceTitan to integrate with the trades, a read-through that ServiceTitan is expanding fleet/trades distribution via a major OEM partner.
“This includes a $2 billion headwind for Novelis fires and the net tariff impact of $2 billion.”
Fires at aluminum supplier Novelis caused a ~$2B EBIT headwind and lost Ford production; a read-through that Novelis' supply disruption is materially hurting a major automotive customer.
“you were fortunately sitting on an 88-day supply of F-Series more than GM at 70 days”
An analyst benchmarks Ford's F-Series inventory (88 days) against GM's ~70 days, a competitive inventory read-through in full-size pickups.
“Our new partnership with ServiceTitan, the largest software provider to the trades is a notable example of this.”
Ford Pro is embedding vehicle data into ServiceTitan's Fleet Pro software, a partnership that extends Ford Pro's software reach among trades customers.
“the impact of the Novelis fire in Oswego, New York”
A fire at aluminum supplier Novelis's Oswego plant disrupted Ford's F-Series aluminum supply, driving a multi-billion-dollar Q4 EBIT/cash headwind for Ford and reflecting a major operational hit to Novelis.
“We've been partnering with JMC and other brands globally for a while.”
Ford cites its long-running global EV partnership approach with JMC as part of its strategy to avoid going it alone on commoditizing EV platforms.
“We have the Volkswagen pickup truck as well as their van off our platform. We're now starting to scale their platform, and that is really helping our cost basis.”
Ford builds Volkswagen's pickup truck and van on its own platform in Europe, and scaling that partner volume is improving Ford Pro's cost base.
“We really see not the global OEMs as a competitive set for our next generation of EVs, we see the Chinese companies like Geely and BYD.”
Ford identifies Chinese automakers Geely and BYD, rather than traditional global OEMs, as the real competitive benchmark for its next-generation EV platform.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Emmanuel Rosner | Wolfe Research | 12 (17%) |
| Joe Spak | UBS | 11 (9%) |
| Dan Levy | Barclays | 11 (9%) |
| Mark Delaney | Goldman Sachs | 11 (9%) |
| Colin Langan | Wells Fargo | 9 (22%) |
| Ryan Brinkman | JPMorgan | 6 (0%) |
| Edison Yu | Deutsche Bank | 5 (0%) |
| Itay Michaeli | TD Cowen | 5 (0%) |
| Dan Roeska | Bernstein | 4 (25%) |
| Adam Jonas | Morgan Stanley | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wolfe Research | 1 | 12 (17%) |
| Barclays | 1 | 11 (9%) |
| UBS | 1 | 11 (9%) |
| Goldman Sachs | 1 |
| 11 (9%) |
| Wells Fargo | 1 | 9 (22%) |
| Morgan Stanley | 2 | 7 (14%) |
| JPMorgan | 1 | 6 (0%) |
| Bank of America | 4 | 6 (17%) |
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 | Margin | Competitive Dynamics | Capital Allocation | Guidance Reliability | Regulation Policy | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 2 | 3 | 3 | 3 | 1 | 2 | 2 |
| 2025Q1 | 6 | 11 | 3 | 4 | 3 | 2 | 2 | 4 |
| 2025Q2 | 5 | 4 | 7 | 5 | 3 | 2 | 6 | 4 |
| 2025Q3 | 6 | 4 | 4 | 3 | 3 | 5 | 5 | 5 |
| 2025Q4 | 3 | 2 | 2 | 5 | 6 | 5 | 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 | |
| Capital Allocation | 3 | 3 | 3 | 3 | 6 | |
| Guidance Reliability | 1 | 2 | 2 | 5 | 5 | 3 |
| Regulation Policy | 2 | 2 | 6 | 5 | 1 | 1 |
| Pricing | 2 | 4 | 4 | 5 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
F Ford Motor Company | 9 | +6.4% | |
| GM General Motors | 7 | -0.9% |