"Ford's most recent quarter included an $11.10 billion GAAP net loss, mostly from $10.70 billion in Model e EV asset impairments and a $3.2 billion charge tied to the BlueOval SK joint venture."
"Adjusted Q4 EPS of $0.13 came in missing estimates of $0.1738. Trailing twelve-month EPS sits at -$2.04, the operating margin is -6.69%, and shareholders' equity fell roughly 20% year over year."
"Copper was added to the USGS Critical Minerals List in November 2025. S&P Global projects copper demand reaching 42 million metric tons by 2040, a 50% increase, driven by electrification, AI, defense modernization, and data centers."
Ford Motor Company reported an $11.10 billion net loss, primarily due to EV asset impairments and a joint venture charge. Adjusted Q4 EPS missed estimates, and the company's operating margin is negative. Management aims for an 8% EBIT margin by 2029, but challenges persist with tariffs and declining EV prices. In contrast, Freeport-McMoRan stands to benefit from rising copper demand driven by electrification and AI, with projections indicating a significant increase in copper needs by 2040.
Read at 24/7 Wall St.
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