Ford posts $8.2 billion loss as EV division struggles
Mar 19th 2026
Ford said its Model e unit and a $19.5 billion writedown drove an $8.2 billion full-year loss in 2025 amid tariffs and supplier disruptions, and warned EV losses will continue for years.
- Ford posted an $8.2 billion net loss for 2025 and an $11.1 billion fourth quarter net loss.
- Its Model e electric division lost $4.8 billion in 2025 and is forecast to lose up to $4.5 billion again next year.
- Ford took a $19.5 billion EV-related writedown in December and now targets break-even for EVs around 2029.
- Adjusted fourth quarter profit fell to $1 billion, down $1.1 billion year over year, and the company expects $8 billion to $10 billion in adjusted profits for 2026.
- Tariffs including an unexpected $900 million charge and two fires at a key aluminum supplier that delayed plant recovery to May through September significantly hurt results.
- Rival US automakers GM and Stellantis posted $7.6 billion and $26.5 billion in EV-related charges respectively, highlighting pressure from faster, cheaper Chinese EV competitors.
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