Ford (F): FY25 Q4 earnings call, Feb 10, 2026

Tue, Feb 10Earnings callSpeaker-labelled transcriptFord

No Kalshi or Polymarket word markets were listed for Ford’s Feb 10, 2026 earnings call (FY25 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

8 matches for “Pricing”; 5 quoted, at least 25 words apart.

Sherry Housecompanyprepared

…face of tariffs, production losses due to Novelis, normalization in U.S. industry pricing, and more commoditized areas like government and delivery vans. In the challenging…

Sherry Housecompanyprepared

…our truck and SUV franchises. Revenue was roughly flat as higher net pricing and the strength of our product lineup offset most of the 5%…

Sherry Housecompanyprepared

…a U.S. SAAR of 16 million to 16.5 million in flat industry pricing. Excluding Novelis, tailwinds and headwinds for Ford include positive market factors, including…

Jim Farleycompanyqa

…the Chinese change the game with all of these in terms of pricing power? Given the overly competitive subsidized reality and, for example, in January,…

Alicia Bohler Davisanalystqa

…for orders coming through the quarter, and we've also seen just solid pricing. Right? And so our initial assumption was that we'd see a small…

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