Ford Beats on Q3, Lifts Low End of Full-Year EBIT Guidance to $10.5B
F is trading near its 52-week low of $11.11 (7.2% above the low).
Summary
Ford beat Q3 estimates with $2.7 billion of adjusted EBIT and 49 cents of adjusted EPS, raised the low end of full-year adjusted EBIT guidance to $10.5 billion, and declared a 15-cent quarterly dividend.
Key Events · Earnings and Guidance · F
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Q3 Beat on Earnings and Cash
Revenue of $49.5 billion produced net income of $2.0 billion and adjusted EBIT of $2.7 billion; adjusted EPS of 49 cents topped the 40-cent consensus. Operating cash flow was $5.4 billion and adjusted free cash flow $4.7 billion.
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Guidance Floor Raised to $10.5B
Full-year adjusted EBIT guidance moves to $10.5-11 billion from $10-11 billion. Adjusted free cash flow guidance stays at $6-7 billion and capital spending at $9.5-10.5 billion.
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Dividend Held at 15 Cents
A fourth-quarter regular dividend of 15 cents per share was declared, payable Dec. 1 to shareholders of record on Nov. 10.
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Model e Loss Offset by Pro and Credit
Ford Pro earned $1.7 billion of EBIT and Ford Credit $803 million pre-tax, while Ford Model e lost $1.1 billion and Ford Blue EBIT fell 10% to $1.4 billion.
Analysis · F · Manufacturing
Ford earned $2.7 billion in adjusted EBIT on $49.5 billion of revenue, with adjusted EPS of 49 cents against a 40-cent consensus, and it now expects $10.5-11 billion of full-year adjusted EBIT instead of $10-11 billion. Cash generation was the quarter's standout: $5.4 billion of operating cash flow and $4.7 billion of adjusted free cash flow, which comfortably funds the 15-cent quarterly dividend and the $9.5-10.5 billion capital spending plan. The offset is that the profit mix is still carried by Ford Pro and Ford Credit while Model e lost $1.1 billion, and management explicitly excluded a Middle East escalation or a U.S. downturn from guidance, so the raised floor rests on assumptions outside its control.
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At the time of this filing, F was trading at $11.91 on NYSE in the Manufacturing sector, with a market capitalization of approximately $47.7B. The 52-week trading range was $11.11 to $17.78. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.