Ford CEO's Shocking EV Admission — The $4.8 Billion Truth

Ford's electric vehicle division, Model e, lost $4.8 billion in 2025. But that's not the only number Americans should be watching, and what CEO Jim Farley has been saying about EV demand could shape the future of the Ford you drive. Most headlines leave out an important distinction. The $4.8 billion is Model e's operating loss (EBIT). It does not include the separate EV write-downs Ford recorded. Ford Motor Company's overall result was something else: an $8.2 billion net loss for the year, its largest since the 2008 financial crisis. Knowing which number is which is the difference between understanding Ford's financial troubles and falling for hype. For months, Farley warned that the end of the $7,500 federal EV tax credit would hit demand hard. Now Ford is changing course, and its profitable commercial business is effectively covering the EV losses. That raises real questions for everyday Americans. Could this affect what Ford trucks cost? What does it mean for American manufacturing jobs tied to EV plants? And how long does Ford expect its electric vehicle business to keep losing money? These questions matter far beyond Detroit. Ford owners and truck fans: should Ford keep investing billions in EVs, or double down on the gas and hybrid pickups that built its name? Tell us in the comments. Subscribe for straight, independent American automotive news and analysis covering Ford, GM, Tesla, and the Detroit automakers. #Ford #JimFarley #FordEV