In 2025, Ford saw a 33.7% return with a 5.1% dividend yield, outperforming the S&P 500. The company generated $6.7B in free cash flow and trades at 8x forward earnings with projected 41% EPS growth in 2026. Ford is a rare value play in the AI-driven market.
The U.S. auto industry faced a slowdown in 2025, with November sales down 8% year-over-year. BEV market share dipped to 7.9%, with Ford’s pragmatic pivot helping it navigate the challenges. The company’s Model e division posted a narrower $1.4B loss in Q3.
Amid a slowdown, U.S. vehicle inventories grew to 3.04 million units, signaling overproduction. Ford focused on high-margin trucks and SUVs, maintaining pricing power. Commercial vehicle demand surged 17% through the Ford Pro unit, contributing to $2B in EBIT.
Despite industry challenges, Ford’s stock surged 34% in 2025. The company’s strategic focus on high-margin products and cost-cutting measures led to impressive financial results. Analysts predict 41% EPS growth for Ford in 2026, making it an attractive investment opportunity.
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Read more at Yahoo Finance: The Shocking High-Yield S&P 500 Stock That Is Beating the Index 2-to-1
