{"id":279861,"date":"2025-07-31T09:03:21","date_gmt":"2025-07-31T07:03:21","guid":{"rendered":"https:\/\/www.electrive.com\/?p=279861"},"modified":"2025-07-31T16:26:23","modified_gmt":"2025-07-31T14:26:23","slug":"las-perdidas-del-ford-model-e-aumentan-a-pesar-de-duplicar-los-ingresos-en-el-segundo-trimestre-de-2025","status":"publish","type":"post","link":"https:\/\/www.electrive.com\/es\/2025\/07\/31\/ford-model-e-losses-widen-despite-doubling-revenue-in-q2-2025\/","title":{"rendered":"Las p\u00e9rdidas del Ford Model e aumentan a pesar de duplicar los ingresos en el T2\/2025"},"content":{"rendered":"\n\n\n

Ford\u2019s electric vehicle division, Ford Model e, recorded a second-quarter EBIT loss of $1.3 billion in 2025, according to the company\u2019s financial results. Despite this, revenue for the segment doubled year-on-year to $2.4 billion, driven by increased sales volumes and growing momentum behind its electrification strategy.<\/p>\n\n\n\n

The EBIT loss for the EV segment in Q2 was $179 million deeper than in the same period last year and reflects a combination of tariff-related costs, strategic investment in next-generation EVs, and expenses tied to the startup of Ford\u2019s new battery manufacturing facility in Marshall, Michigan. In the first half of 2025, Model e\u2019s total losses amounted to approximately $2.2 billion.<\/p>\n\n\n\n

The Ford Model e segment saw wholesale volumes rise from 26,000 to 60,000 units year-over-year, a 128% increase. Revenue for the first half of 2025 climbed 184% to $3.6 billion. While EBIT for first-generation EVs\u2014the Mustang Mach-E and F-150 Lightning\u2014was flat year-over-year when excluding tariff impacts, Ford highlighted improvements in operating leverage and cost reductions.<\/p>\n\n\n\n

“Ford Pro is a unique competitive advantage driving both top and bottom-line growth [\u2026] and we continue to improve the efficiency of our Ford Model e business,” said Ford CEO Jim Farley. \u201cWe have scheduled an event on Aug. 11 in Kentucky where we will share more about our plans to design and build breakthrough electric vehicles in America.\u201d<\/p>\n\n\n\n

Ford Model e\u2019s EBIT margin improved to -56.4% in Q2 2025, compared to -99.9% in Q2 2024. This gain, while still deeply negative, marks a significant shift as the company aims to narrow losses through scaling and product refinement.<\/p>\n\n\n\n

Company-wide, Ford reported a net loss of $36 million for the quarter on record revenue of $50.2 billion, up 5% year-over-year. Adjusted EBIT for the quarter stood at $2.1 billion, including $800 million in net tariff-related impacts. Operating cash flow reached $6.3 billion, with adjusted free cash flow at $2.8 billion.<\/p>\n\n\n

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Ford reaffirmed its commitment to investing in electrification, maintaining capital spending guidance at approximately $9 billion for 2025. CFO Sherry House said, \u201cOur balance sheet keeps getting stronger, further enabling our ability to invest in areas of strength. We are remaking Ford into a higher-growth, higher-margin and more durable business.\u201d<\/p>\n\n\n\n

For the full year, Ford now expects adjusted EBIT between $6.5 billion and $7.5 billion and adjusted free cash flow of $3.5 billion to $4.5 billion. While the latter remains unchanged compared to what the carmaker communicated in February, the outlook for the adjusted EBIT has been reduced from initially 7 – 8.5 billion dollars to now 6.5 – 7.5 billion dollars. Moreover, the company confirmed that the net tariff-related headwind for 2025 is expected to total around $2 billion.<\/p>\n\n\n\n

The Model e division EBIT has always been in the red.\u00a0In its\u00a0annual review of 2024, Ford stated that it did not expect a turnaround for 2025 either. According to the annual forecast presented at the time<\/a>, the division was expected to make a loss of USD 5 to 5.5 billion this year. Nevertheless, as mentioned above, the carmaker plans to give further details about its\u00a0upcoming electric vehicle initiatives at an event in the US state of Kentucky on 11 August.\u00a0<\/p>\n\n\n\n

ford.com<\/a> (earnings presentation; PDF), ford.com<\/a> (press release; PDF)<\/p>\n","protected":false},"excerpt":{"rendered":"

La divisi\u00f3n de veh\u00edculos el\u00e9ctricos de Ford, Ford Model e, registr\u00f3 una p\u00e9rdida EBIT en el segundo trimestre de $1.300 millones en 2025, seg\u00fan los resultados financieros de la empresa. A pesar de ello, los ingresos de<\/p>","protected":false},"author":29,"featured_media":266634,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[9930,28936],"tags":[3701,27799,13761,14137,14136,209,25252,19125,29641],"class_list":["post-279861","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automobile","category-data","tag-bev","tag-capri","tag-data","tag-explorer","tag-f-150","tag-ford","tag-ford-model-e","tag-mustang-mach-e","tag-puma-gen-e"],"acf":{"post_article-format":{"value":"standard","label":"Standard"},"post_categories":[9930,28936],"post_tags":[209,13761,3701,25252,19125,14137,27799,14136,29641],"post_thumbnail":266634,"post_thumbnail_listing":false,"post_thumbnail-caption":"","post_teaser-text":"Ford's electric vehicle division posted a $1.3 billion loss in Q2, with revenue up 105% year-on-year. Ford Model e remains under pressure from tariffs and investment costs, as the company presses forward with its EV strategy.","post_advert":false,"post_legacy":false,"post_original_image":false},"_links":{"self":[{"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/posts\/279861","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/comments?post=279861"}],"version-history":[{"count":3,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/posts\/279861\/revisions"}],"predecessor-version":[{"id":279976,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/posts\/279861\/revisions\/279976"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/media\/266634"}],"wp:attachment":[{"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/media?parent=279861"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/categories?post=279861"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.electrive.com\/es\/wp-json\/wp\/v2\/tags?post=279861"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}