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Ford Motor Company (F)

  • Sat, Oct. 24, 10:23 AM
    • The gigantic bet by Ford (NYSE:F) on using aluminum in the popular F-150 line is starting to pay off as production wrinkles smooth out and consumers show confidence in the truck's reliability.
    • The gap between Ford F-150 sales and Chevrolet Silverado sales has widened in recent months as positive reviews on performance continue to pour in.
    • F-150 sales in September improved 16.4% Y/Y to 69,651 units. Perhaps more important than the raw volume number, the average F-10 sticker price was up $6.1K from a year ago.
    • What's next: An aluminum-bodied Ford Expedition was spotted near the Ford development center in Dearborn, Michigan.
    • Bottom line: Ford is up 11.8% over the last 52 weeks. Some auto industry analysts think that concerns on the F-150 roll-out have been a drag on share price.
    | Sat, Oct. 24, 10:23 AM | 56 Comments
  • Fri, Oct. 23, 4:01 AM
    • On to General Motors! Fresh from securing member approval of a labor contract with Fiat Chrysler, the United Auto Workers is turning its attention to wage negotiations at GM, where union leaders believe they have the best chance of sealing a quick deal.
    • Officials aim to use the new four-year pact reached at Fiat Chrysler as a template for talks, although UAW President Dennis Williams has signaled he will press for a richer deal because GM is more profitable.
    • In the meantime, talks with Ford (NYSE:F) will be put on the back burner.
    • Previously: The UAW approves deal for Fiat Chrysler workers (Oct. 22 2015)
    | Fri, Oct. 23, 4:01 AM | 71 Comments
  • Thu, Oct. 22, 1:58 AM
    • Approval of a four-year labor contract with Fiat Chrysler (NYSE:FCAU) appeared headed for victory Wednesday night after United Auto Workers members showed overwhelming support for the deal.
    • The final results of the ratification vote are expected to be issued today. If approved, UAW President Dennis Williams will next move his focus to winning similar contracts at Ford (NYSE:F) and General Motors (NYSE:GM).
    | Thu, Oct. 22, 1:58 AM | 2 Comments
  • Wed, Oct. 21, 10:20 AM
    • Automobile stocks are largely higher after General Motors (NYSE:GM) reports record profit for Q3.
    • GM is leading the pack with a 4% gain - while Daimler (OTCPK:DDAIF +2.6%), Honda (HMC +2.5%), Toyota (TM +1.7%), Nissan (OTCPK:NSANY +1.6%), Ford (F +0.9%), and BMW (OTCPK:BAMXY +1%) are all ahead of market indexes. Even Volkswagen (OTCQX:VLKAY) is clawing itself back with a 2.1% increase.
    • The two laggards are Fiat Chrysler Automobiles FCAU which is down 2.9% and Tesla Motors (TSLA -0.8%). Fiat was hit with a negative EU tax ruling and has the Ferrari (NYSE:RACE) IPO stealing some of its thunder, while Tesla Motors is still stinging from a Consumer Reports jab yesterday.
    | Wed, Oct. 21, 10:20 AM | 22 Comments
  • Tue, Oct. 20, 9:10 AM
    • Ford (NYSE:F) announces a series of leadership changes near the top of its management roster.
    • Included in the promotions are new manufacturing VPs in Europe and Asia. Some analysts think that the successful integration of new technologies into the automobile manufacturing process is an area where some companies can separate themselves from the pack.
    • Another notable change is the appointment of Bradley Guyton as Ford's general counsel to replace the retiring David Leitch.
    | Tue, Oct. 20, 9:10 AM | Comment!
  • Fri, Oct. 16, 10:21 AM
    • Changan Ford Automobiles announces it recalled 220K Kuga SUVs in China due to the risk of a fuel leak after usage on bumpy roads.
    • The Chinese automaker is a joint venture between Ford (NYSE:F) and Changan Automobile Group which has been operating for over 15 years in the nation.
    • SUV sales in China have been strong this year amid an automobile market that has performed below expectations.
    | Fri, Oct. 16, 10:21 AM | 7 Comments
  • Fri, Oct. 16, 7:22 AM
    • Ford (NYSE:F) car registrations +8.1% to 110,306 units in September, according to the European Automobile Manufacturers Association.
    • Overall EU registrations +9.8% Y/Y to 1,394,223 units in September led by double-digit demand growth in France, the UK, and Italy.
    • Ford market share: 7.9% vs. 8.0% a year ago.
    • Ford YTD registrations +7.0%.
    • EAMA release (.pdf)
    | Fri, Oct. 16, 7:22 AM | 5 Comments
  • Tue, Oct. 13, 9:56 AM
    • Kelley Blue Book named its finalists for the 2016 Best Buy Awards which is aimed at giving the consumers its top picks for quality and value. KBB pared down a list of over 300 new-car models. A couple key categories are listed below.
    • 2016 Pickup Truck finalists: Chevrolet Colorado (NYSE:GM), Ford F-150 (NYSE:F), Nissan Titan (OTCPK:NSANY), Toyota Tacoma (NYSE:TM).
    • 2016 Full-size SUV finalists: Chevrolet Tahoe, Ford Expedition, Toyota Sequoia.
    • 2016 Luxury Car finalists: Acura ILX (NYSE:HMC), Lexus GS, Mercedes-Benz C-Class (OTCPK:DDAIF).
    • Perhaps the biggest surprise is in the Electric/Hybrid category. The new Chevrolet Volt, Volkswagen e-Golf (OTCQX:VLKAY), and hydrogen-concept Toyota Mirai made the short list.
    | Tue, Oct. 13, 9:56 AM | 29 Comments
  • Tue, Oct. 13, 2:26 AM
    • The proposed labor contract between the United Auto Workers union and Fiat Chrysler (NYSE:FCAU) isn't necessarily the same wage deal that will be pressed upon other Detroit automakers, UAW Vice President Jimmy Settles told Ford (NYSE:F) workers.
    • For several years, contract deals struck by Ford, General Motors (NYSE:GM) and Chrysler have largely mirrored one another, but the union's longtime commitment to pattern bargaining seems to be weakening based on the diverging finances of the carmakers.
    • Previously: UAW workers to vote on Fiat Chrysler deal (Oct. 09 2015)
    | Tue, Oct. 13, 2:26 AM | 12 Comments
  • Mon, Oct. 12, 2:30 AM
    • Looking to secure a larger slice of the world's biggest auto market, Ford (NYSE:F) will invest 11.4B yuan ($1.8B) over the next five years to expand research and development in China.
    • The company also expects to introduce the C-MAX Energi, a plug-in hybrid, and the Mondeo conventional hybrid to the Chinese market next year.
    • Beijing has been trying to encourage more electric vehicles to combat pollution, but progress has been slow due to the lack of infrastructure.
    | Mon, Oct. 12, 2:30 AM | 28 Comments
  • Thu, Oct. 8, 9:06 AM
    • Ford Motor (NYSE:F) declares $0.15/share quarterly dividend, in line with previous.
    • Forward yield 4.07%
    • Payable Dec. 1; for shareholders of record Oct. 30; ex-div Oct. 28.
    | Thu, Oct. 8, 9:06 AM | 20 Comments
  • Thu, Oct. 8, 2:05 AM
    • The United Auto Workers union has reached a tentative deal with Fiat Chrysler Automobiles (NYSE:FCAU) on a new four-year contract, averting a strike of the automaker's U.S. operations.
    • Local UAW leaders will gather in Detroit on Friday to hear the details of the deal, while Fiat Chrysler's 40K union workers will have to vote again to finalize the agreement.
    • If the pact is ratified, the UAW will likely use it as a template for negotiations with General Motors (NYSE:GM) and Ford (NYSE:F).
    • Previously: Fiat Chrysler works against the clock to prevent strike (Oct. 07 2015)
    | Thu, Oct. 8, 2:05 AM | 39 Comments
  • Wed, Oct. 7, 3:47 PM
    • Ford Europe (NYSE:F) reports sales rose 8% in September on the continent as the subsidiary showed gains in 12 of 20 European markets.
    • The company's volume leaders in Europe during the month were the Fiesta (37.8K), Focus (24.8K), Transit Custom (11.7K), and Kuga (9.6K).
    • The markets where Ford Europe had the highest market share were Ireland (16.7%), Britain (13.5%), and Turkey (13.0%).
    • Ford Europe sales release (.pdf)
    | Wed, Oct. 7, 3:47 PM | 20 Comments
  • Wed, Oct. 7, 10:22 AM
    • Automaker stocks are higher again as investors reset expectations on the group with the major implications of the Volkswagen scandal appearing to be limited to Germany. A positive view on the impact of the Trans-Pacific Partnership on the industry is also a significant factor.
    • Gainers include Honda (HMC +5%), Tata Motors (TTM +5.2%), Fiat Chrysler Automobiles (FCAU +3.3%), Toyota (TM +1.9%), and Ford (F +2.8%).
    • A scan of the broader auto industry shows Kandi Technologies (KNDI +4.4%), Navistar (NAV +11.7%), Federal-Mogul (FDML +3.7%), and Delphi Automotive (DLPH +2.2%) are also notably higher.
    • Previously: Quiet rally continues for Detroit Three (Oct. 06 2015)
    | Wed, Oct. 7, 10:22 AM | 19 Comments
  • Tue, Oct. 6, 3:00 PM
    • Shares of General Motors (NYSE:GM), Fiat Chrysler Automobiles (NYSE:FCAU), and Ford (NYSE:F) have put quietly put together a string of good sessions.
    • GM and Fiat Chrysler are both up 9.8% over the last five trading days, while Ford is 6.1% higher. Those marks are much higher than broad market averages over the same time period, and top the returns of Japanese and German automakers.
    • The gains were struck even with the UAW gearing up for a labor battle and the Volkswagen scandal hanging heavy over the sector. Investors appear to be focusing on the strong U.S. sales reports delivered by the Detroit Three on October 1.
    • Previously: Strong U.S. auto sales tally helps investors shake off VW anxiety (Oct. 01 2015)
    | Tue, Oct. 6, 3:00 PM | 57 Comments
  • Tue, Oct. 6, 7:08 AM
    • Car registrations in the U.K. were strong in September, despite the Volkswagen scandal which occurred in mid-month.
    • Registrations were up 6% to 462K new cars. YTD registrations are up over 2M through September for the first time since 2004.
    • Volkswagen brand registrations were up 4%, while Audi saw an 11% gain.
    • The best selling models in the U.K. during the month were the Ford Fiesta (NYSE:F), Vauxhall Corsa (NYSE:GM), and Ford Focus.
    | Tue, Oct. 6, 7:08 AM | 12 Comments
Company Description
Ford Motor Co is engaged in automobile manufacturing business. It produces cars and trucks. Its business is divided into two segments: Automotive and Financial Services.