As Q2 2025 Earnings Season Approaches, Investors Are Closely Weighing Ford and General Motors to Determine Which Legacy Auto Stock Holds The Upper Hand. With Both Detroit Giants Reporting Record Sales But Diveging Financial and Strategic Signals, The Decision Has Become More Nuanced Than Ever.
Ford vs. GM: KEY METRICS COMPARISON
| Metric | Ford | GM |
|---|---|---|
| Q2 2025 us Growth Sales | +14.2% | +7.3% |
| YTD Stock Performance | +14% | -4% |
| Q2 2025 Net Inome | N/A (Est. Down) | $ 1.9b (–35%) |
| Q2 2025 Revenue | Est. $ 41.5b | $ 47.1b (Beat) |
| Hybrid/Electric Vehicle Sales | Hybrids +23.5%, EVS –31% | EVS +111% |
| Market Share | N/A | 17.4% (UP 0.7 pts) |
| Downside Risks | Tariffs, Warranty, Waning Incentives | Tariffs, Warranty, Margin Pressure |
Ford:
Ford Delivered An Printed 14.2% arises in Us Vehicle Sales for Q2 2025, Far Outpacing The Industry’s Growth of Roughly 1.4%.
The Brand’s Performance was Anchored by Booming Demand for ITS F-Series, Ranger, and Maverick Pickups, With F-Series SALES RISING 11.5% TO OVER 222,000 UNITS. Hybrid Sales sOARED 23.5%, Though Pure Ev Volumes Slumped By 31% As Forded With Segment-Specific Recalls and Market Volatity.
This arises in core vehicle sements you have PUSHED Ford’s Stock Up 14% Year-to-Date, Underscoring Positive Sentiment Investor.
However, Earnings Projections for Q2 Anticipate Double-Digit Decline in Profit and Revenue, Driven by Tariff Headwinds, Rising Warranty Costs, and The Wind-Down of Aggressive incentive Program. ANALYSTS WARN THAT END-OF-QARTER GAINS MAY FADE, SPECIALLY AS TARIFS ON SIGNED VEHICLES COUred ERODE AFFORBORTILY IN THE SECOND HALF OF THE YEAR.
GM:
General Motors’ Q2 Numbers reflect a Complex Mix of Operational Strengths and Profit Challenges. The Company Grew Vehicle Deliveries by 7.3% to 746,588 uniTS, Extending ITS US MARKET SHARE TO 17.4%—Up 0.7 Percentage Points Year-Over-Year-While Maintaining The Top Position In Full-Size Trucks and Suvs For a Sixth Straight Year.
GM’s ev strategy has emerged as a bright spot: electrified vehicle salaled 111% in q2, Countering a Broader Industry Ev Slown and outpacing Major competitors.
Yet, substantial Tariff-Related Costs, Higher Warranty Reerves, and Ev inventory adjustments weighed heavily on profits, pushing net income download 35% to $ 1.9b and shrinking ebit-pre-add by 31.6%.
LEAVE THESE HEADWINDS, REVENUE OF $ 47.1B SURPASSED ESTIMATES AND THE COMPANY REAffirmed Its Full-Year Financial Guidance, Spotlighting Management’s Focus on Resilience and Cost Control.
Perspective Investor
Ford Boasts Exceptional Sales Momentum, Specially in Trucks and Hybrids, With A Strong Recent Run In ITS Stock Price Reflecting Optimism. However, ITS Near-Term Earnings Outlook Carries Clear Risks, Including Escalating Costs and the Prospect of Tariff-Driven Price Increases.
GM you have outperformed in areas of Market Share, Electrification, and Operating Discipline, With ITS EV Growth and Reaffirmed Guidance Pointing Towards Long-Term Resilience. Yet, significant profit compression This quarter Remains to Near-Trm concerns.
