Why did Ford miss Q4 2025 earnings?

A roughly US$900 million year‑end tariff bill and an aluminum supplier fire drove Q4 2025 EPS about 32% below consensus. The tariff surprise hit margins and cash, while the supply snag constrained truck output. Management says these factors should ease in 2026, but investors want proof in early updates.

What is Ford’s 2026 guidance?

Management guided 2026 adjusted EBIT to US$8–US$10 billion and free cash flow to US$5–US$6 billion. Delivery depends on tariff outcomes and a clean recovery in F‑Series production. April’s earnings should update the cash bridge, cost controls, and whether management can reaffirm or tighten the range.

Is Ford stock attractive for income investors?

The trailing dividend yield is about 5.44%, supported by historically strong truck cash flows. That said, payout safety still hinges on 2026 execution and cash generation. Investors should watch leverage, tariff updates, and production cadence. A clearer free cash flow run‑rate would make the income case stronger.

What should Canadian investors watch now?

Focus on tariff policy developments, CAD/USD moves, and weekly signs of F‑Series production recovery. These drive margins and free cash flow against 2026 targets. Also track April’s earnings for updates on cash conversion, inventory health, and any changes to dividend or capital plans.

When is Ford’s next earnings date?

Ford’s next earnings is scheduled for April 28, 2026. Key watch items include any tariff resolution, F‑Series output cadence, and management’s free cash flow bridge to the US$5–US$6 billion target. Reaffirmed guidance and cleaner production metrics would likely support sentiment.

Global Market Insights

F Stock Today: $900M Tariff Shock, 2026 EBIT Guide Up — February 12

ByHuzaifa Zahoor February 12, 2026February 12, 2026

Ford $900 million tariff bill dominated headlines and knocked Q4 2025 EPS 32% below consensus, while an aluminum supplier fire disrupted truck output. Still, management guided 2026 adjusted EBIT to US$8–US$10 billion and free cash flow to US$5–US$6 billion. For Canadian investors, the setup is mixed: tariff risk and F‑Series production recovery versus solid cash generation targets. We break down what this means for F and how to position around key dates, guidance, and technical levels.