Ford Motor Co., a major American automobile manufacturer, announced on the 10th that it recorded a net loss of $11 billion (approximately 1.7 trillion yen) for its earnings report for the fourth quarter of 2025. The company also reported a total annual loss of $8.2 billion. The losses were significantly influenced by costs associated with revising its electric vehicle strategy. In particular, the revenue for the fourth quarter was down 5% year-on-year, totaling $45.9 billion, although the total revenue for the year increased by 1% to $187.3 billion.

The context of these losses is set against a backdrop of changes in the U.S. automotive market, particularly following the end of tax incentives for EV purchases under the Trump administration last year. This has prompted many automakers, including Ford, to reassess their EV strategies. Ford has also announced the cessation of production for some EV models and disclosed in December a special charge of $19.5 billion in losses, which were largely attributed to its EV-related operations.

The ongoing challenges faced by Ford in the EV sector reflect broader trends within the automotive industry, where manufacturers struggle to balance investment in new technologies while managing traditional vehicle sales. As automakers pivot towards sustainability, Ford's experience may provide insights into the financial impacts of such transitions and could influence their future strategies in the competitive EV market.