Is FORD Preparing to Release a SLATE Competitor?

[E90400K]

Actually I was referring to the reported 800 million in profit the Ford CO. Reported in the annual report to share holders. reported as a direct result of the new tariffs.

You have that backwards. It was a reported $800M loss.

 

[Doctors Do Little]

You have that backwards. It was a reported $800M loss.

That's the only thing that would make sense. Tariffs increasing the price of parts/cars that are made outside of US...

 

[AZFox]

Actually I was referring to the reported 800 million in profit the Ford CO. Reported in the annual report to share holders. reported as a direct result of the new tariffs.

I don't know what "800 million in profit the Ford CO" means.

I think what you're calling an annual report was Ford’s Q2 2025 earnings call with investors.

According to Ford’s Q2 2025 earnings call with investors, the company posted a record revenue of $50.2 billion with a net loss of $36 million, of which $800 million came from adverse net tariff-related impacts. Aside from that, the rest of Ford’s Q2 loss mostly stemmed from other “special items,” which the automaker stated were “a field service action and expenses related to a previously announced cancellation of an electric vehicle program.”​

source

 

[AZFox]

You have that backwards. It was a reported $800M loss.

They reported a net loss of $36 million, of which $800 million came from "adverse net tariff-related impacts"

👆 The corporate version of "the dog ate my homework".

 

[Doctors Do Little]

They reported a net loss of $36 million, of which $800 million came from "adverse net tariff-related impacts"

👆 The corporate version of "the dog ate my homework".

Which we are reading would have been $764M positive margin for the quarter otherwise (800 - 36)?

 

[AZFox]

Which we are reading would have been $764M positive margin for the quarter otherwise (800 - 36)?

Yes, but only if you believe the numbers are reality.

Blaming losses on tariffs seems pretty convenient, don't you think?

Be sure to engage your "Dilbert Filter".

Number Crunchers produce the number their bosses want them to produce.

 

[Doctors Do Little]

Yes, but only if you believe the numbers are reality.

Blaming losses on tariffs seems pretty convenient, don't you think?

Be sure to engage your "Dilbert Filter".

Number Crunchers produce the number their bosses want them to produce.

I resemble that comment.

 

[Doctors Do Little]

Ford filed patent for name, Ranchero….I’m guessing it will be a Ranger EV?

 

[sodamo]

Ford filed patent for name, Ranchero….I’m guessing it will be a Ranger EV?

Didn’t Ford make a Ranchero years ago?
competition to El Camino?

 

[Doctors Do Little]

Late 1950’s through early 1970’s, iirc

 

[AZFox]

Ford filed patent for name, Ranchero….I’m guessing it will be a Ranger EV?

You mean trademarked, and that's a good catch!
Filing date is yesterday. It's for

Motor vehicles, namely, automobiles, trucks, vans, sport utility vehicles and structural parts therefor; Electric cars; Automobiles; Pick-up trucks; Electric vehicles, namely, electric passenger automobiles, pick-up trucks, vans, sport utility vehicles and their structural parts​

Source:
https://tsdr.uspto.gov/#caseNumber=...TION&caseType=DEFAULT&searchType=statusSearch

 

[Tran]

NEWS: The “Model T moment” that Ford CEO Jim Farley has promised for next week will involve a line of affordable EVs assembled in Kentucky with batteries from a new Michigan plant.

Ford informed its suppliers that its projections for a new EV pickup truck will be 190k units annually.

Jim Farley recently revealed that a small crossover riding on the same new EV architecture will follow the mid-size Ford EV pickup one year after it debuts in 2027, but the platform is designed to accommodate up to eight body styles in total.

 

[Doctors Do Little]

NEWS: The “Model T moment” that Ford CEO Jim Farley has promised for next week will involve a line of affordable EVs assembled in Kentucky with batteries from a new Michigan plant.

Ford informed its suppliers that its projections for a new EV pickup truck will be 190k units annually.

Jim Farley recently revealed that a small crossover riding on the same new EV architecture will follow the mid-size Ford EV pickup one year after it debuts in 2027, but the platform is designed to accommodate up to eight body styles in total.

I love their optimism, however, based on my experiences with the Lightning, they have some work to do on electronics integration. I doubt those problems shrink with truck dimensions, but maybe Blue Oval pulls one out (MME is fairly reliable)? I've been to the plants in KY. Good folks work there, but the engineering execution has got to be there (every time).

 

[Driven5]

...the platform is designed to accommodate up to eight body styles in total.

Come on electric Mustang!

 

[Dorbiman]

Come on electric Mustang!

Like a real one though, right? Not a cross over