Ford Motor Company (F) Q4 FY25 earnings call

Earnings call· Dec 2025 (Q4 FY25)· Consumer Discretionary· Feb 10, 2026

Source: earnings call transcript

Ford Motor Company closed FY25 with robust revenue growth and a strong foundation, despite significant headwinds from Novelis disruptions and unexpected tariff impacts. The company is strategically rebalancing its EV portfolio towards affordable, high-volume platforms and accelerating investments in Ford Energy, aiming for an 8% adjusted EBIT target by 2029. Management is focused on cost reductions, quality improvements, and leveraging its Ford Pro and Ford Blue strengths, while navigating a dynamic regulatory and competitive landscape.

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F operating KPIs by quarter

F operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Mar 2025 Q1 FY25	Sep 2025 Q3 FY25	Mar 2026 Q1 FY26	Jun 2026 Q2 FY26	Change vs prior quarter
Paid subscription members Ford Pro	675K On the software side, Pro's paid subscriptions, which deliver better than 50% gross margin rose to 675,000, up 20% from a year ago. Source: earnings call transcript	818K In software, Pro's paid subscriptions grew 8% to 818,000 subscribers, and we're also seeing growth in our ARPU and attach rates. Source: earnings call transcript	879K In fact, paid software subscriptions grew to 879,000, a 30% year-over-year increase. Source: earnings call transcript	900K+ Total paid subscriptions grew about 50% to roughly 1.6 million, including more than 900,000 Ford Pro Intelligence paid subscriptions. Source: earnings call transcript	—

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.