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CLAIM #24091 · Ford Motor Company (F) · 2025Q2 earnings call · Jul 30, 2025 · due Dec 31, 2025

In the world of pricing around that, we expect a share sets net pricing around flat full year.

Andrew Frick · President, Ford Blue and Model e

PENDING
graded after results covering Dec 31, 2025 are reported

In context

stion, ask about your recent market share performance, which has been quite strong. And maybe you could just talk to, a, the $1 billion offset on the tariffs on the market factors, how you're thinking about that between share and price. And b, do you believe that your share is sustainable given we are now seeing some tariff relief? How committed are you to the current market share at U.K. Andrew Frick: Yes. Thanks, Dan. It's Andrew. On the sustainability of our share, we do believe we will be able to carry that performance into the second half. We've seen -- from an industry perspective, we saw a very strong first half of the year. We did start to see some pullback in demand, which we then -- which we now expect to see a softer second half with a full year industry of around 16% to 16.5%. In the world of pricing around that, we expect a share sets net pricing around flat full year. What we've seen in the retail side of the business is pricing has been a little bit higher. So we expect to see pricing up about 1%. On the commercial side, we've seen a little bit more pricing pressure, but our Super Duty pricing has remained really strong. So overall, we see flat net pricing. But our stock positions are in good shape as we look at the second half of the market. The industry where it is strong is in segments we do well in -- and so we think we'll be able to carry that into the second half of the year. Operator: [Operator Instructions] Our next question will come from Mark Delaney with Goldman Sachs. Mark Trevor Delaney: I just had a question around the changing emissions policy environment. I'm hoping you can better -- help investors better understand how Ford is balanci

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SEC filings for F · Claim quote is verbatim from the 2025Q2 earnings call.