In an effort to rapidly bring down EV costs, Japanese automakers are taking the next step -- how will Ford respond?Ford Motor Company (F 1.45%) investors can't seem to catch a break. The company faces numerous challenges in improving vehicle quality (it's led the U.S. industry in recalls for three straight years), increasing electric vehicle competition and price wars, emerging well-built Chinese EVs, and now a Japanese alliance among automakers hoping to advance their position in the global EV market. Let' ...

The Ford Motor Company logo is seen July 20, 2008 at a dealership in Hudson, Wisconsin. ... [+] AFP PHOTO/Karen BLEIER (Photo credit should read KAREN BLEIER/AFP via Getty Images)AFP via Getty ImagesFord stock (NYSE: F) currently trades at $10 per share, about 60% below the levels seen on January 15, 2022 (pre-inflation shock high), and it seems like it has some room for gains. Ford saw its stock trading at around $11 at the end of June 2022, just before the Fed started increasing rates, and remains down by ...

bjdlzxFor anyone following Crescent Energy (NYSE:CRGY) since it has gone public, there was a time when the company made acquisitions in several areas. But it now appears that the Eagle Ford will be a core area, and it's likely to become "the" core area. The acquisition of SilverBow (SBOW) resources was completed to enlarge the operations of the company in the Eagle Ford in a big way. The last article mentioned the bargain price of the Silver Bow acquisition. The means the location cost of future wells i ...

In this articleF2023 Ford Super Duty F-350 LimitedFordDETROIT — A once "dirty" word, and business, in the automotive industry has become a multibillion-dollar battleground for U.S. automakers, led by Ford Motor.The Dearborn, Michigan-based automaker has turned its fleet business, which includes sales to commercial, government and rental customers, into an earnings powerhouse. And Ford's crosstown rivals General Motors and Chrysler parent Stellantis have taken notice, restructuring their operations as well." ...

Ford is suffering from underwhelming Q2 results coupled with a tepid industry forecast for the second half of the year.Ford Motor Company (F -6.17%) shares are down over 20% after the company disappointed in its second-quarter results last week. The troubles hitting Ford shares are part of an inherent problem facing most automakers. This is a very cyclical business, and the market rarely gives these companies high valuations.With some problems across EVs and warranty coverage, coupled with a relatively tepi ...

文章核心观点 - 尽管福特汽车公司面临各种挑战,但其高股息仍是投资者持有该股票的主要原因 [1][2][3] - 福特汽车公司的股息由家族支持,并且会定期发放特别股息,是长期财富创造的来源 [3][8][10][11] 公司概况 - 福特汽车公司是汽车行业历史上最著名的制造商之一 [2] - 公司在2008年经济衰退期间自主渡过难关,并创造了创纪录的利润 [3] - 公司的现金流和流动性状况良好,拥有270亿美元现金和450亿美元的流动性 [7] 股息政策 - 公司承诺将40%-50%的自由现金流用于股东回报,主要以股息形式 [7] - 股息政策得到福特家族的支持,因为家族持有特殊类别的股票可获得40%的表决权和股息 [8][9] - 公司会定期发放额外的特别股息,过去两年分别为每股0.18美元和0.65美元 [11] 挑战与风险 - 公司在中国市场表现不佳,同时在电动车研发上也在烧钱 [13] - 公司需要降低车型复杂性,提高生产效率,并控制成本 [13]

Luis Alvarez All of our Most Attractive stocks have high (and rising) return on invested capital (ROIC) and low price to economic book value ratio. Most Dangerous stocks have misleading earnings and long growth appreciation periods implied by their market valuations. Most Attractive Stocks Feature for July: Ford Motor Company (F) Ford Motor Company is the featured stock from July's Most Attractive Stocks Model Portfolio. Ford has grown revenue and net operating profit after tax (NOPAT) by 2% and 4% compound ...

DETROIT — Ford Motor has redesigned its small Maverick pickup truck, adding more technology, new performance and hybrid options to the vehicle.Updates to the 2025 Ford Maverick include refreshed exterior and interior styling, including a 13.2-inch center touchscreen; an all-wheel-drive hybrid option; and connectivity features such as a 5G modem and wireless Apple CarPlay and Android Auto.The Ford entry-level pickup has been a surprise hit for the company since its introduction in 2021. The company has expon ...

文章核心观点 - 福特汽车第二季度业绩大幅下滑,主要是由于福特Model e电动车部门亏损严重,预计全年亏损将达50-55亿美元 [3] - 但福特Pro商用车部门业绩良好,预计全年EBIT将达90-100亿美元,抵消了Model e部门的亏损 [6] - 公司正在重组业务,加大软件和服务订阅业务,这些业务实现了两位数的收入增长和50%以上的毛利率 [5] - 公司认识到大型电动车的成本高昂,难以实现传统车型的利润水平,因此将专注于商用车市场,提供混合动力和电动车的组合产品 [3][6] 财务分析 - 公司收入增长乏力,这导致市场对其业绩表现失望 [7] - 公司负债水平较高,但流动性指标尚可,暂无全球流动性危机的风险 [13][14] 估值分析 - 传统汽车制造商的估值远低于特斯拉等纯电动车企和法拉利等豪华车企 [17][18][19][20][21] - 福特的估值指标显示其股票目前处于较低水平,但考虑到其电动车业务的问题,短期内难以获得市场的溢价估值 [23][24][25][26] - 未来如果福特能够成功调整战略,专注于商用车市场,其估值有望得到提升,可达到与比亚迪等混合动力车企相当的水平 [27]

Ford would be making a lot more money if it weren't going all in on EVs.Ford (F -0.90%) reported another profitable quarter in Q2 2024, but the market didn't like what it heard about the business. Losses are mounting in EVs, and warranty costs are a concern that won't go away. In this video, Travis Hoium shows why Ford's strategy is falling behind competitors.*Stock prices used were end-of-day prices of July 28, 2024. The video was published on July 29, 2024. ...