Ford Faces Earnings Slump Amid EV Growth Challenges and Competitive Pressures

Dividend Declaration and Strategic Segments

• Declared a 15-cent per share dividend for Q2 2025, payable June 2 to shareholders of record.1

Organized into three segments

Earnings and Revenue Challenges

• Q1 2025 EPS expected at -$0.02 (down 104% YoY), with revenue of $34.91B (-12.5% YoY), reflecting operational headwinds.2
• Analysts lowered estimates by 3.8% over the past month, resulting in a Zacks Rank #3 (Hold), signaling cautious investor sentiment.2

Sales Performance and Competition

• Q1 sales fell 1.3%, contrasting with GM’s 17% rise, highlighting competitive disadvantage.3
• GM’s EV sales surged 94% to 31,887 units, underscoring Ford’s lag in capturing EV market share.3

EV Market Opportunities

• Off-highway EV market projected to grow from $5.48B to $56.48B by 2034, offering potential for Ford’s Model e segment.4