Ford Motor Co. faces a pivotal moment as it readies its Q4 and full-year 2025 earnings release on Feb. 10, 2026, with investors eyeing a potential shift from persistent electric vehicle losses to broader profitability. The automaker’s journey since its 2023 earnings revelation—where it posted a $4.3 billion loss in its Model e EV unit—has been marked by strategic retreats, hybrid surges, and tariff pressures. CEO Jim Farley has championed customer choice across powertrains, but mounting EV costs have forced recalibrations.

In October 2023, Ford disclosed stark financials: its commercial EV unit swung to a $1.1 billion profit, but Model e bled $1.3 billion in the third quarter alone, contributing to a $1.7 billion operating loss for the period. The company projected annual EV losses between $4 billion and $5 billion, signaling the high stakes of its electrification push amid supply chain woes and pricing wars. Fast-forward to 2025, and Ford has lowered guidance repeatedly, citing supplier fires, tariffs, and BEV underperformance, as detailed in CNBC.

EV Unit’s Persistent Drag

Model e’s struggles persisted into 2024 and 2025. Ford reported full-year 2024 earnings of $10.2 billion, a slight dip from 2023, with fourth-quarter warranty costs dropping $500 million sequentially, per Detroit Free Press. Yet, EV losses mounted, prompting Ford to halt production of the F-150 Lightning electric pickup and pivot toward hybrids. Posts on X from CEO Jim Farley highlighted record electrified sales, with hybrids like Maverick and F-150 leading gains—up 59.5% in April 2024—while EV sales rose 129% early that year.

By Q3 2025, Ford beat earnings expectations but slashed its full-year outlook due to a supplier fire at an aluminum plant, tariff impacts, and ongoing EV weakness. The company reported third-quarter results with a regular dividend of 15 cents per share, as noted on its official site. Quality improvements and cost cuts offered some relief, but BEV margins remained underwater.

2025 Headwinds and Strategic Shifts

Tariffs emerged as a major 2025 thorn. In Q1, Ford lowered earnings guidance amid U.S. trade policies and EV losses, per WardsAuto. Sales data showed Ford outperforming the industry for 10 straight months into December 2025, with electrified vehicles driving growth—hybrids up significantly, as Farley posted on X. The Maverick Lobo earned 2026 North American Truck of the Year honors, underscoring truck strength.

Ford’s full-year 2024 revenue hit $185 billion, up 5% from 2023, though EPS beat estimates while revenues lagged, according to Yahoo Finance. Investors anticipate Q4 2025 details on Feb. 10, including updates on Ford+ plan progress. A conference call at 5 p.m. ET will feature Farley and CFO Sherry House, as announced in recent Investing News Network reports.

Hybrid Surge Offsets EV Pain

Farley’s X posts paint a picture of resilience: Q2 2025 sales rose 14.2%, making Ford the top U.S. brand for the half-year, with F-Series at its best Q2 since 2019. Electrified sales hit records, blending hybrids and EVs. Early 2025 saw electrified up 21.6%, per his March post. This mix has cushioned blows, with December 2025 sales capping a strong year.

Yet, EV commitment endures selectively. Ford plans next-gen EVs, building on 2023’s F-150 Lightning growth of 74% in Q4. Production ramps—from 15,000 to 50,000 units monthly—were flagged by Farley in 2023 X exchanges. Cologne’s new EU EV launch added capacity, though U.S. focus has tilted to profitable hybrids amid competition from Tesla.

Investor Lens on Q4 2025

Stock reactions hinge on Feb. 10 disclosures. Ford’s 2024 profit, despite EV hits, showed resilience; 2025’s lowered outlook reflects external shocks like the supplier blaze that dented Q4 profits, as The New York Times reported. Analysts track fixed-cost reductions and quality gains.

Recent X sentiment and news previews, such as StockTitan, emphasize sales momentum. Ford’s strategic pivot—away from unprofitable BEVs toward hybrids—positions it for 2026 recovery, potentially mirroring 2024’s $10.2 billion EBIT.

Broader Industry Echoes

Ford’s arc mirrors Detroit’s electrification tensions. While Tesla dominates pure EVs, Ford’s diversified lineup—gas, hybrid, EV—has sustained market leadership. Zacks highlighted Ford alongside GM and Tesla in recent analysis via The Globe and Mail. Nasdaq pieces note 33% stock gains in 2025 from EV pullbacks and hybrid strength.

Looking to the earnings call, expect granularity on EV losses narrowing, tariff mitigations, and hybrid scaling. Ford’s 2023 CNN-profiled woes—CNN Lite—have evolved into a calculated bet on profitable growth, setting the stage for 2026 dominance in trucks and electrified options.