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Wednesday, January 24, 2018

-=Ford Motor (F) reported earnings on Wed 24 Jan 2018 (a/h)



Ford Motor reports EPS in-line, beats on revs
  • Reports Q4 (Dec) earnings of $0.39 per share, excluding non-recurring items, in-line with the Capital IQ Consensus of $0.39; revenues rose 6.9% year/year to $38.5 bln vs the $36.96 bln Capital IQ Consensus.
    • Revenue growth driven by wholesale volume
  • Automotive operating margin of 3.7% -2 ppts
  • Adjusted EBT of $1.7 bln vs. -0.4 bln in 4Q17
    • Attributed to higher commodity costs and adverse exchange. 
    • Aluminum costs have been moving steadily higher.
    • Ford is more exposed to aluminum than other automotive manufacturers, as it is used extensively in the production of the F-150
  • Ford Credit EBT of $610 mln (+53% y/y) 

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