Production is now set to begin at the former Detroit-Hamtramck assembly plant, less than two years after GM announced the massive $2.2 billion investment to fully renovate the facility to build a variety of all-electric trucks and SUVs.DETROIT – President-elect Donald Trump's reelection victory over Vice President Kamala Harris is expected to send the U.S. electric vehicle industry into a period of uncertainty. Republicans, led by the former president, have largely condemned EVs, claiming they are being for ...

文章核心观点 - 福特公司第三季度业绩不佳，净收入下降25%至9亿美元，主要由于电动汽车业务亏损 公司下调了全年EBIT预期至100亿美元，股价下跌8.8% [1] - 福特股价在过去六个月下跌17%，显著落后于行业、标普500指数及其主要竞争对手通用汽车 通用汽车股价同期上涨6% [2] - 尽管福特Pro部门表现强劲，但电动汽车业务持续亏损，保修成本压力上升，导致公司面临多重挑战 短期内投资福特股票可能存在风险 [14] 福特Pro部门表现 - 福特Pro部门是公司最盈利的部门，第三季度收入和销量分别增长13%和9%，EBIT达到18亿美元，同比增长5.9% [5] - 福特Pro软件订阅量增长30%，移动维修订单增长70%，软件和服务贡献了13%的部门EBIT，预计到2026年将达到20% [6] - 公司预计福特Pro部门EBIT将达到90亿美元，主要得益于车辆、软件和服务领域的持续增长 福特Pro部门的强劲表现是公司的一大亮点 [7] 电动汽车业务挑战 - 福特Model e部门第三季度批发量下降11%，收入下降33%，税前亏损12.2亿美元 电动汽车业务面临激烈竞争、价格压力和新车型开发成本上升 [9] - 公司预计2024年电动汽车业务亏损将扩大至50亿美元，主要由于价格压力和下一代电动汽车的投资增加 电动汽车业务持续亏损是公司面临的主要挑战之一 [10] 成本和保修压力 - 福特面临保修成本上升的压力，特别是老款车型的质量问题 公司预计需要18个月才能实现显著的成本改善 [11] - 通货膨胀加剧了成本压力，特别是土耳其合资企业和欧洲Transit货车的材料价格上涨 公司下调了2024年EBIT预期，预计福特Blue部门的EBIT将从75亿美元降至50亿美元 [12] - 尽管公司实现了20亿美元的材料和制造成本降低，但这些改善被通货膨胀和保修成本所抵消 2024年和2025年的每股收益预计将分别下降9.4%和2.5% [13] 股息和投资建议 - 福特的股息收益率超过5%，远高于标普500指数的1.24% 公司计划将自由现金流的40-50%用于股息分配，显示出对股东回报的承诺 [8] - 尽管福特Pro部门表现强劲且股息收益率高，但电动汽车业务的持续亏损、保修成本压力和竞争加剧使得公司面临多重挑战 短期内投资福特股票可能存在风险 [14] - 福特目前持有Zacks排名5（强烈卖出），建议投资者暂时避免投资福特股票，直到出现可持续增长和成本控制的明确信号 [15]

I analyze oil and gas companies like Crescent Energy and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up h ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

While disappointing, Ford's third quarter made something else apparent: There's still upside.Ford Motor Company (F -0.68%) just turned in a slightly disappointing third-quarter earnings result, which sent the stock tumbling roughly 10% initially. High costs, supplier issues, rising uncertainty and warranty costs all weighed down on the results.However, with the stock trading at just 11 times price-to-earnings, and offering a robust dividend yield of 5.2%, is there any upside in owning the stock right now?No ...

Ford has invested much capital into its digital and software services, and it's a move that could pay off.The automotive industry is extremely capital intensive, a drawback that has long been discussed by investors and analysts alike. Mainstream automotive businesses -- unlike unique automakers such as Ferrari, which boast luxury-like margins -- are notoriously low margin and competitive. The good news, especially for Ford Motor Company (F -0.68%) investors, is that this low-margin business could be on the ...

One Wall Street analyst sees over 40% upside for Ford stock, but investors should be skeptical.Ford (F -0.68%) updated investors with its third-quarter earnings this week, and the report contained some good news. Bernstein analyst Daniel Roeska thinks there are reasons to see the stock rise to his firm's price target of $15 per share, according to Barron's.That would represent a gain of over 40% from the stock's recent price. But investors shouldn't overlook some of the not-so-good news also present in Ford ...

文章核心观点 - 福特股价在第三季度财报发布后下跌约8% [1] - 尽管财报数据超预期,但公司全年指引不及预期,导致股价下跌 [1] - 相比通用汽车,福特股价表现更加波动 [2] - 但福特基本面相对较强,估值也较低,存在上涨空间 [3] 根据相关目录分别进行总结 卡车需求强劲支撑 - 福特卡车销量整体增长6%,F-Series皮卡增长4.2%,Super Duty车型增长12%,Lightning电动皮卡增长105%,混合动力车型增长64% [4] - 卡车业务是福特最赚钱的分部,持续强劲表现有望支撑公司盈利 [4] - 美联储降息有利于汽车需求,可能进一步降息 [4] 质量问题修复 - 2021年及以前生产的车型存在质量问题,导致维修成本上升 [5] - 公司正在努力提高车辆质量,通过更严格的测试发现问题,未来有望降低维修成本 [5] 电动车战略调整 - 福特电动车部门Model E在上季度亏损12亿美元 [6] - 公司调整电动化战略,转向更小型的下一代电动车平台,同时将大型车型采用混合动力 [6] - 这种平衡的方法有利于公司在电动车发展不及预期的情况下,提高传统业务的盈利能力 [6] - 混合动力车型销量增长38% [6] 资本回报计划 - 公司现金流较强,2023年自由现金流预计75-85亿美元 [7] - 公司计划将40%-50%的自由现金流分配给股东,有望增加特殊股息 [7] - 公司目前持有近280亿美元现金,未来可能启动股票回购计划 [7]

Key TakeawaysFord will reportedly halt production of its F-150 Lightning electric pickup truck for several weeks starting in mid-November.The automaker's electric vehicle division posted a quarterly loss this month and sales are down year-over-year.Earlier this year, Ford limited production at the facility that makes the F-150 Lightning. Ford (F) is halting production of its all-electric F-150 Lightning pickup truck for at least several weeks as it faces softening demand for its electric vehicles, according ...

文章核心观点 - 福特汽车正在采取两项主要的成本削减措施,以应对其电动车业务难以盈利的困境[1][2] - 福特将暂停其旗舰电动皮卡F-150 Lightning的生产7周,同时将管理层的奖金削减至去年水平的65%[3] - 福特的财务业绩受到质量问题和成本上升的影响,包括在第二季度计提8亿美元的质保费用[3] 公司概况 - 福特正专注于降低成本、提高质量,以使其业务成为更高增长、更高利润、更资本高效和更有抗风险能力[4] - 福特电动车部门在第三季度亏损12亿美元,公司也调整了全年盈利预期[5] - 福特股价在财报发布后下跌约5%,今年累计下跌超过15%[5] 行业动态 - 美国电动车市场的突然变化对福特这家美国汽车公司产生了较大影响[4] - 福特之前将40%的资本支出用于电动车,现已调整至30%[4] - 福特还取消了长期计划的三排座电动SUV,并推迟了下一款电动皮卡的生产[5]