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Ford Faces $8.2 Billion Loss Amid EV Challenges

2/12/2026

28 4 Full Breakdown

Summary

Story summary

Ford reported a net loss of $8.2 billion for 2025, driven by struggles in its EV division.
Elimination of the $7,500 federal EV tax credit and higher tariffs raised costs to $2 billion.
Jim Farley, Ford's chief executive officer, says demand is shifting toward hybrids.
Ford is pursuing a Geely partnership to boost competitiveness and plans a $30,000 EV by 2028, with losses of $4–4.5 billion expected in 2026.

History

Historical Context

The 2008 U.S. auto industry crisis prompted a $13.4 billion bailout for General Motors and Chrysler to stabilize the economy and protect jobs. This intervention set the stage for ongoing challenges, as evidenced by Ford's $8.2 billion loss in 2025, driven by the EV market's evolution and the removal of the $7,500 tax credit, highlighting the industry's need for strategic pivots.

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Story summary

Ford reported a net loss of $8.2 billion for 2025, driven by struggles in its EV division.
Elimination of the $7,500 federal EV tax credit and higher tariffs raised costs to $2 billion.
Jim Farley, Ford's chief executive officer, says demand is shifting toward hybrids.
Ford is pursuing a Geely partnership to boost competitiveness and plans a $30,000 EV by 2028, with losses of $4–4.5 billion expected in 2026.

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