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Ford Motor Company (F)

- NYSE
  • Yesterday, 2:58 PM
    • A lack of available frames for Ford's (F -0.7%) F-150 is holding back production amid "sky-high" demand, according to workers and UAW officials.
    • The automaker has canceled planned overtime shifts at two plants due to the shortfall.
    • F-Series sales are -0.9% YTD at 62,287 units with F-150 production still not at full throttle.
    | 36 Comments
  • Wed, May 27, 9:51 AM
    • Ford (F +0.5%) announces two new safety recalls in North America due to potential problems with electric power steering.
    • 422,814 vehicles are included in the recalls.
    • The first recall covers 2011-2013 Ford Taurus and Flex vehicles, Lincoln MKS, and MKT vehicles.
    • The second action is for 2011-2012 Ford Fusion and Lincoln MKZ vehicles, and for some Mercury Milan cars.
    • The automaker will either replace steering gear components or issue a software update to address the issues.
    | 17 Comments
  • Wed, May 27, 6:56 AM
    • Kelley Blue Book forecasts U.S. automobile sales will fall 1% Y/Y to 17.3M units in May.
    • Fiat Chrysler Automobiles (NYSE:FCAU) is expected to see sales growth of 2.9% to 200K units, while Ford (NYSE:F), General Motors (NYSE:GM), and Toyota (NYSE:TM) are seen dropping back during the month.
    • KBB sees growth in the mid-size SUV/crossover segment offset by sliding demand for mid-size cars and compacts.
    | 11 Comments
  • Tue, May 26, 10:47 AM
    • Ford (F -0.3%) announces it will expand operations in North Africa with new offices in Morocco.
    • The automaker plans to launch seven new vehicles in the region this year and build out a local supplier network.
    • 13 retail facilities are also slated to be opened in North Africa in 2015.
    | 10 Comments
  • Thu, May 21, 2:48 PM
    • Ford (F +1.3%) has made some minor production cuts in China as it reacts to local demand, according to the company's top exec in Asia.
    • Specific details on the lowered output weren't disclosed.
    • Detroit and German automakers have lowered some prices in China over the last few months with domestic automakers starting to take more market share.
    • Previously: Auto sales growth in China slows to 26-month low (May 11)
    | 21 Comments
  • Thu, May 21, 9:30 AM
    • Alongside Goldman's list of 50 stocks appearing most as top holdings at hedge funds is its list of the 50 top shorts.
    • New additions this quarter: Baxter Intl (NYSE:BAX), UPS, Marriott (NASDAQ:MAR), NextEra (NYSE:NEE), Ford (NYSE:F), National Oilwell Varco (NYSE:NOV), McDonald's (NYSE:MCD), M&T Bank (NYSE:MTB), CenturyLink (NYSE:CTL), Amgen (NASDAQ:AMGN), Pioneer Natural (NYSE:PXD), Duke Energy (NYSE:DUK), Seagate (NASDAQ:STX), AbbVie (NYSE:ABBV), Cisco (NASDAQ:CSCO).
    • The full list (in order of $ value of short interest): AT&T (NYSE:T), Disney (NYSE:DIS), IBM, Verizon (NYSE:VZ), Intel (NASDAQ:INTC), Kinder Morgan (NYSE:KMI), Exxon (NYSE:XOM), Pfizer (NYSE:PFE), J&J (NYSE:JNJ), Deere (NYSE:DE), Caterpillar (NYSE:CAT), Exelon (NYSE:EXC), GE, Boeing (NYSE:BA), Halliburton (NYSE:HAL), Fox (NASDAQ:FOXA), Comcast (NASDAQ:CMCSA), UTX, Regeneron (NASDAQ:REGN), Merck (NYSE:MRK), salesforce.com (NYSE:CRM), AbbVie (ABBV), Conoco (NYSE:COP), Wal-Mart (NYSE:WMT), Eli Lilly (NYSE:LLY), Celgene (NASDAQ:CELG), Schlumberger (NYSE:SLB), AutoZone (NYSE:AZO), Wells Fargo (NYSE:WFC), Emerson (NYSE:EMR), McDonald's (MCD), Reynolds (NYSE:RAI), Target (NYSE:TGT), Accenture (NYSE:ACN), Coca-Cola (NYSE:KO).
    | 71 Comments
  • Tue, May 19, 7:23 AM
    • Ford (NYSE:F) European car registrations +2.3% to 86,234 units in April, according to the European Automobile Manufacturers Association.
    • Overall EU registrations +6.9% Y/Y in April, led by a strong month in Germany, the U.K., and Italy. YTD registrations +8.2%.
    • Ford market share: 7.1% vs. 7.4% a year ago.
    • Ford YTD registrations +6.0%..
    • EAMA release (.pdf)
    | 8 Comments
  • Tue, May 12, 11:06 AM
    • Ford (F -0.3%) recalls 12.3K 2015 F-150 pickups in North America to address a potential steering problem.
    • The automaker says it's not aware of any accidents related to the issue.
    • The action is the second recall for the new F-150, although the first affected less than 100 vehicles.
    | 24 Comments
  • Sat, May 9, 10:55 AM
    | 67 Comments
  • Fri, May 8, 2:03 PM
    • Ford (F +1%) plans to only take U.S. dollars when selling cars through a division in Venezuela, sources tell Reuters.
    • The currency control system in the nation has been a major headache for the Detroit automaker.
    • Ford has had to take painful charges to account for Venezuelan currency devaluation.
    | 37 Comments
  • Thu, May 7, 8:17 AM
    • Ford (NYSE:F) and Peugeot (OTCPK:PEUGF) plan to extend a partnership to produce small diesel engines, according to media reports in France.
    • A contract between the automakers is expected to be signed before the summer.
    • Peugeot is launching a new DV-R engine in the next couple of years.
    | Comment!
  • Thu, May 7, 4:28 AM
    • General Motors (NYSE:GM) reports sales in China fell 0.4% to 258,484 vehicles during April.
    • Demand for the Buick and Chevrolet brands wavered during the month.
    • China sales for Ford (NYSE:F) in April were flat at 96,889 units.
    • Foreign automakers face more pressure in China from domestic sellers, leading to some concerns in the industry on pricing moving forward.
    | 8 Comments
  • Fri, May 1, 9:34 AM
    • Ford (NYSE:F) posted a strong +60K number for the F-Series in April even with a Kansas City assembly plant not yet fully up to capacity.
    • Total retail sales were up 7% Y/Y, while fleet sales gained 1%.
    • Sales growth by brand: Ford +4.9% to 214,364; Lincoln +19.6% to 8,134.
    • Sales growth by model: Ford Focus -5.3% to 71,094; Ford Fusion -5.6% to 24,954; Ford C-MAX -15.2% to 1,790; Ford Mustang +81.5% to 13,144; Ford F-Series -0.9% to 62,827; Ford Explorer -0.3% to 16,585; Ford Transit 10,913 (new); Lincoln MKZ -4.6% to 2,915; Lincoln MKC (new) 1,866.
    • Van sales were up 16% Y/Y to 19,575 units.
    • Full Ford sales report
    • Previously: Ford April U.S. sales: +5.4%
    | 9 Comments
  • Fri, May 1, 9:23 AM
    • Ford (NYSE:F) unit sales +5.4% to 222,948 versus +6% expected.
    • Passenger car sales +0.8% to 71,950 units in the month.
    • Utilities sales +14.5% to 67,300 units.
    • Truck sales +2.8% to 83,248 units.
    • Ford +0.38% premarket to $15.86.
    | 30 Comments
  • Fri, May 1, 6:45 AM
    • New car prices rose 2.6% Y/Y and 0.6% M/M during April in the U.S., according to Kelley Blue Book.
    • The biggest year-over-year gain in pricing was seen by Hyundia (OTC:HYMLF) at 4.7%.
    • Fiat Chrysler Automobiles (NYSE:FCAU) and Ford (NYSE:F) both saw a 3.3% increase on a higher sales mix of SUVs and larger pickup trucks.
    • Volkswagen (OTCQX:VLKAY) was the only major automaker to see a drop in prices over the last year with a 0.9% slip.
    | 4 Comments
  • Thu, Apr. 30, 11:08 AM
    • A 25-page thesis from Fiat Chrysler Automobiles titled "Confessions of Capital Junkie" presents the case that automakers need to consider consolidating through mergers.
    • The automobile industry is set up for failure unless costs from R&D and regulatory changes can be shared on a larger scale, according to the company.
    • "Capital consumption rate by OEMs is unacceptable—it is duplicative, does not deliver real value to consumers and is pure economic waste," reads the presentation.
    • There's even a slide with a quote from Alice in Wonderland to hammer home the automaker's main points on the need for M&A.
    • Today, Ford CEO Mark Fields told CNBC the company isn't looking for a merger within the auto space. Similar comments have been made by execs with General Motors, Nissan, and Toyota in the recent past.
    • FCA's industry analysis (.pdf)
    • Automaker stocks: GM, F, TM, HMC, TSLA, OTCQX:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BAMXY, OTCPK:MMTOF, TTM, OTCPK:SZKMY, OTCPK:FUJHY, OTCPK:GELYF, FCAU, OTCPK:NSANY, OTCPK:DDAIF, OTCPK:MZDAY, TSLA.
    | 31 Comments
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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.