FordFRevenue: is the business selling more than it used to?
$187.3B+1% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Revenue reached $187.3B in 2025, compounding +6% a year since 2022 and the pace is picking up.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFNet income: how much of that revenue becomes profit?
$-8.2BFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→2025 closed with a loss of $8.2B after being profitable the year before. One bad year is not a pattern, but it is what the balance sheet has to absorb.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFHow fast is it growing, year by year?
+1.2%revenue growth, FY 2025
Off the axis: 2015 earnings +498.9% · 2020 earnings -1619.0% · 2025 earnings -238.8% - rebounds off a collapsed prior year.
→Revenue grew +1% in 2025 against a five-year average of +8%. 2015's +499% earnings rebound off a collapsed base and 2020's swing into loss (-1619%) and 2025's swing into loss (-239%) sits off the axis.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFRevenue per share: is your slice growing as fast as the company?
$47.06revenue per share, FY 2025
◌ 2026 = trailing twelve months to the latest filed quarter (2026-03-31), not a full fiscal year
→Revenue per share reached $47.06 in 2025, compounding +6% a year - in line with F's own +6%, so the share count is not distorting your slice. Free cash flow per share stands at $3.13.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFFree cash flow: what is left in real cash after everything?
$12.5B+85% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Free cash flow was $12.5B in 2025. The trailing twelve months stand at $9.5B.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFHow much of every sales dollar ends up as free cash?
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→7 cents of every sales dollar became free cash in 2025, up 7 points since 2022.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFWhat does staying competitive cost, per dollar of sales?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-03-31), not a full fiscal year
→The biggest claim on each sales dollar is research and development, at 5% of revenue (capital spending 5%, stock compensation 0%).
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFWhen sales grow, do profits grow faster?
→Operating profit outgrew revenue in only 1 of the last 5 years. Costs are growing roughly in step with the business, so scale isn't yet paying for itself.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFMargins: of every $1 of sales, how much survives each cost layer?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-03-31), not a full fiscal year
→Operating margin compressed 9 points to -5% since 2022. The bottom line is still negative: costs below the operating line eat what is left. F doesn't tag a gross-profit line in its filings, so the chart starts at operating margin.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFWhat does it earn on the money it uses?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-03-31), not a full fiscal year
→ROE of -16% and ROCE of -5% sit close together, so the returns come from the business itself rather than from borrowing.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFWhat has the market paid for F over time?
0.3xP/S today
→At 0.3x sales, the market is paying +34% more than F's own 11-year median of 0.2x. Expectations are elevated, so more has to go right to justify the price. Today's multiple is the lowest in the charted history.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFWhat cash return does the business throw off per dollar of market value?
17.5%FCF yield today
◌ 2026 = at the latest close (2026-09-04), over the trailing twelve months; earlier years are annual averages
→Every dollar of market value currently buys 17.5% of annual free cash flow, less than its 11-year median of 28.3% - you are paying up for the same cash.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFCould it handle its debt if things went wrong?
→Debt isn't clearly tagged in F's filings, so treat the balance sheet with extra care rather than assuming zero.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFIs the company's own capital growing?
→The company's own capital shrank from $42.8B in 2023 to $37.5B (-12%). Buybacks or losses are drawing the buffer down - the distinction matters.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFHow much goes back, and how much leaks out as stock comp?
→Shareholders received $3.0B in dividends in 2025. Stock compensation issued $510M of new shares in the same year, offsetting 17% of that.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFHow fast is your ownership being diluted - or concentrated?
→The share count shrank 1.0% in 2025, averaging 0.3% a year over three years. Buybacks are concentrating your ownership: the same business, split fewer ways.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFIs the dividend cheque growing?
→The dividend per share reached $0.75 in 2025, compounding +38% a year since 2020.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFCan it afford the dividend?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-03-31), not a full fiscal year
→The dividend consumed 53% of profit and 24% of free cash flow in 2024. That leaves room to keep paying through a weak year.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFDoes F earn more on its capital than that capital costs?
→F's return on capital is negative at -5.3% in 2025. The capital in the business is not yet earning anything back.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFF has issued or retired shares - did shareholders end up better off?
→F has shrunk its share count -3% from 2011 to 2025, so each remaining share owns more of the business. Revenue per share is +43% over the same years.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31
FordFAre the people running it buying or selling?
→Insiders bought $148,880 of stock on the open market and sold nothing. Buying with their own money is the one insider signal that is hard to explain away. A further 25 filings were grants, option exercises or tax withholding, which say nothing either way.
Source: SEC EDGAR (XBRL company facts) · as at 2026-03-31