Worst quarter since 2008
Ford reports a loss of more than $11 billion for the fourth quarter of 2025, the brand’s largest loss ever since the 2008 crisis.
Almost incomprehensible: Ford concludes the fourth quarter of 2025 with a loss of $11.1 billion, or a hefty €9.3 billion. Automotive News notes that this is the largest loss since the global economic downturn of 2008.
Ford’s colossal loss is largely due to the cancellation of electric models and plans for electric models. Changing plans on that scale simply costs a huge amount of money. For the entire year 2025, the loss thus amounts to ‘only’ $8.2 billion, just under €7 billion. According to Autonews.com, this is Ford’s fourth worst year ever, which, in addition to changed EV plans and unprofitable EVs, can also blame high import tariffs and issues surrounding aluminum procurement for the setback. The enormous battery of recalls undoubtedly doesn’t help either, although Ford promises improvement in that area.
Without the one-off write-offs, Ford’s so-called EBIT (Earnings Before Interest and Taxes) still turns out positive, but at $6.8 billion, it is significantly lower than the $10.2 billion in 2024. In the rather empty corner of good news, we also find a 1 percent increase in revenue, even with a 2 percent decrease in total car sales.
Ford looks cautiously positive towards 2026, which seems somewhat justified given the one-off nature of many enormous expenses and setbacks. Nevertheless, there is serious work to be done for Ford, which is currently pursuing a policy that is sometimes difficult to fathom in both the US and Europe. Fortunately, the brand’s enormous pick-up trucks are selling like hotcakes, as always…