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CLAIM #24181 · Ford Motor Company (F) · 2025Q4 earnings call · Feb 10, 2026 · due Feb 10, 2028

So the goal is to set up the company over the next couple years to be that 8% margin company, and that's the kind of capital we need to invest.

Jim Farley · CEO

PENDING
graded after results covering Feb 10, 2028 are reported

How to check this claim

Look at: Company-wide EBIT margin (total company EBIT as % of revenue, as reported)

It came true if: Full-year company EBIT margin >= 8.0%

Where: Company income statement / annual report (10-K) or earnings call disclosure

In context

y pushing our capital into more accretive areas of the business. And we've consistently stayed nimble, you know, adjusting to customer demand and changing regulatory environment as well. So what I would say is that roughly 75% of our capital over the plan period is going into a higher return, larger truck and multi-energy portfolio in that balance 25%, is your Ford energy and continued modeling investments. Like in UEV, BREV, and things of that nature. Jim Farley: And the goal for that capital allocation is very clear. It's to get to 8% EBIT margin for our company. We are investing more in Blue as well. Hybrid and new products, that will be very profitable. And we are decelerating the investment model even though it's still at high levels, as Sherry said. We are descaling that investment. So the goal is to set up the company over the next couple years to be that 8% margin company, and that's the kind of capital we need to invest. Emmanuel Rosner: Thank you. And then as a follow-up still on the Model e then, I guess to get to this ultimate target, you probably, you know, also have to execute on bringing back Model e to profitability. Can you talk maybe about some of the levers and cadence between now and 2029? It seems like you're having a lot of savings this year on gen one, but investments on the new generation. Is the improvement towards breakeven is that gonna be back end loaded towards 2029, or can we expect some steady improvement throughout the time period? Sherry House: Yeah. Thank you. I think you can expect steady improvement throughout the time period as the UEV products come on board '27 and then get even more profitable in '28 and beyond, with additional variants that's gonna improve the profit margin

Verify independently

SEC filings for F · Claim quote is verbatim from the 2025Q4 earnings call.