Ford Stock Rallies: EV Innovation and UAW Talks Fuel Bullish Outlook
Earnings and Financials Ford’s recent earnings have been mixed. Q2 2025 results (July report) showed record revenue of $50.2 billion (+5% year-over-year), driven by strong truck salesroboforex.com. However, profitability remains under strain. A one-time $570 million recall charge (fuel pump issue) and cancellation of a low-volume EV program pushed Ford to a small GAAP net loss ($36 million) in Q2roboforex.com, despite an adjusted operating profit of ~$2.1 billionroboforex.com. Ford affirmed a modest dividend ($0.15/share) and guided FY2025 EBIT to roughly $6.5–7.5 billionroboforex.com. Year-to-date, Ford’s stock performance has modestly outpaced the market. As of early Q2, Ford shares were up ~6.4% in 2025wardsauto.com, compared to a