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F: Ford needs EV, truck and credit proof beyond auto scale
Ford reported FY2025 revenue of $187.3 billion, a FY2025 loss, and Q1 2026 revenue of $43.3 billion. The thesis depends on truck franchise resilience, EV losses, hybrid demand, software execution, manufacturing discipline and Ford Credit quality.
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F: Ford needs EV, truck and credit proof beyond auto scaleFord reported FY2025 revenue of $187.3 billion, a FY2025 loss, and Q1 2026 revenue of $43.3 billion. The thesis depends on truck franchise resilience, EV losses, hybrid demand, software execution, manufacturing discipline and Ford Credit quality.NYSEJul 22, 20265 minReadSlides