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rmc523

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Posts posted by rmc523

  1. Ford Q1 earnings top expectations, sees full-year profit 'tracking to high-end' - Autoblog

     

    For the quarter, Ford reported revenue of $42.8 billion, beating estimates of $40.04 billion, and up 3% compared to a year ago. Ford posted adjusted earnings per share of $0.63 topping forecasts of $0.42, with adjusted EBIT (earnings before interest and taxes) coming in at $2.8 billion, compared to estimates of $2.54 billion. Ford’s results were better than those in Q4, when it was dealing with the lingering effects of the United Auto Workers (UAW) strike.

    Ford said full-year adjusted EBIT was "tracking to high end of $10 billion to $12 billion," though it raised its adjusted FCF target raised to $6.5 billion to $7.5 billion, with CAPEX guidance tightened to $8 billion to $9 billion. Previously had projected adjusted EBIT of $10 billion to $12 billion, adjusted free cash flow of $6 billion to $7 billion, and capital expenditures of $8 billion to $9.5 billion.

     

    Here's the breakdown for Q1: 

    • Ford Blue: $21.8 billion in revenue, EBIT of $905 million

    • Model e: $100 million in revenue, EBIT loss of $1.32 billion

    • Ford Pro: $18.0 billion in revenue, EBIT of $3.01 billion

  2. 20 hours ago, joseodiaga4 said:

    I agree that a screen doesn’t make the interior, but considering that in this case the screen is that big, it kinda does.


    Also, I am not acting like that, I’m just saying that it doesn’t make any sense IMO to share the same screen layout.

    sadly we haven’t seen the Navi interior but it is very likely like the one on the Nautilus.

    aside from the vents, it seems very similar to the one on the spy pics, also take into account that now the rotatory shifter seems to be near the screen, in a position similar to the push bottom transmission from the Nautilus is. 

    but as you say, let’s wait 

     

    Yes.  Since a rotary dial can't be relocated in a different product.

     

    There's no need to panic. lol

    Now, if Navigator debuts and it's this same Expy interior with a Lincoln badge and different leather, I'll be right there with you in saying that's a disappointment.  But let's see how well they're differentiated before eviscerating the thing...

    • Like 2
  3. 21 hours ago, ExplorerDude said:

    The 2003-2014 Volvo XC90 (Gen 1) split tailgate design should provide some clarity on what to expect…

     

    19 hours ago, silvrsvt said:

    03-14 VOLVO XC90 LOWER REAR TRUNK DECKLID LIFT GATE ICE WHITE PAINT CODE 614 - Picture 2 of 6

     

    03-14 VOLVO XC90 LOWER REAR TRUNK DECKLID LIFT GATE ICE WHITE PAINT CODE 614 - Picture 4 of 6

     

    Guessing something like this-my awesome MS paint skills LOL

    image.png.813cc55adc58f5469136a3537103c09e.png

     

     

     

    It will be interesting to see if the lower half folds down or if it folds up like a traditional liftgate (similar to the '03-'05 Explorer).  Especially on a vehicle this large with a massive third row cargo area, the flip down approach will make it harder to reach further into the vehicle.

     

    2 hours ago, joseodiaga4 said:

    Yeah, that has been the case since 2003, but then again, why change it now?

    i think that people do care, IMO there are different segments but as you say, let’s wait for the releases. 

     

    A screen does not make an interior.  You're acting like you know every single item will be identical and swap out badges.  

     

    2025 Ford Expedition Spy Shots Show Dashboard-Spanning Screen

     

    This is the Expy's interior.  We unfortunately haven't seen Navigator's yet, but we do know that Lincoln uses a more horizontal theme, and has elements like the piano shifter buttons, which means the entire dash beneath the screen can and likely will be completely unique.  I'd imagine Navigator's interior will take cues from the Nautilus look with the full width horizontal vent, and a lot of the detailing seems to match the look of the Star concept, which will give a completely unique look vs. Expy.  Let's not panic before seeing it.

  4. 2024 Toyota Tacoma vs. Ford Ranger, Chevrolet Colorado: Midsize Trucks Throw Down! (motortrend.com)

     

    Chevrolet’s updated Colorado is an impressive truck—impressive enough to have won our coveted Truck of the Year award for 2024. It’s worth noting the Colorado and its classy near-twin, the GMC Canyon, were the only midsizers in this year’s TOTY competition; the 2024 Toyota Tacoma wasn’t yet available, and the 2024 Ford Ranger was held up by strike-related shortages. Now, however, we’ve gotten our hands on both promising rivals. We know they’re greatly improved over their predecessors, but can they topple the Chevy?

    • Like 1
  5. On 4/20/2024 at 1:49 PM, ausrutherford said:

    So the tailgate is split.

     

    Now we have to find out out if the bottom splits down (all Range Rover) or up like a nicer split glass format like the 2006 Explorer/Mountaineer/Aviator. 

     

    Not sure if that taillight into the tailgate it real. That close up photo looks like a fake sticker. 

     

    I am still not seeing the split design.  I see the cut line below the liftgate lights, but that is a miraculous panel gap for something that everyone is suspecting opens and closes - I don't see it being possible.  I think it's just a separate upper plastic piece like Tahoe (and Yukon and Escalade) have had for 2 generations now....

     

    image.png.260cbb8aa4b76d59ffd20cbcc73b6093.png

     

    2018 Chevrolet Tahoe Pictures: | U.S. News

    You Don't Have to Pack Light | 2021 Tahoe SUV | New Roads

     

    Expedition has also had similar for the current gen, it's just hidden by full width naming panels and/or a decorative chrome bar:2024 Ford Expedition XLT Hutchinson KS | Midwest Ford 1FMJU1J8XREA23591

    2020 Ford Expedition Review

     

     

     

    I still don't like the look of the taillights, and think the liftgate lights are going to look horribly tacked on, as they don't appear to have any visual connection aside from just being there.

  6. 14 hours ago, Andrew L said:

     

    It was fun for me too, I like making excel sheets and comparing numbers.  Have you made one that compares the large luxury SUVs at all?  I am curious if Grand Wagoneer has cut into Navigator sales at all.  I looked at the numbers and saw it passed Navigator but I wasn't sure if Navigator has been losing sales to it.  I am sure there is a trend there though.

     

    I used to compare Cadillac and Lincoln......It became less "exciting" when GM switched to quarterly.

     

    But I can work on putting something together......how far back do we want to go before Grand Wagoneer?

  7. 15 hours ago, DeluxeStang said:

    I'm really digging that new gt3 livery with all the nods to historical racing mustangs, that's awesome. They mentioned another addition to the mustang stable, and growing the mustang family with something new coming in 2025. This could be a new Shelby s650, or another high performance s650. But the way they were talking about it sounds a lot like they're hinting at some sort of new mustang model completely. 

     

    The teaser didn't look like an actual car, rather, a placeholder for what's the come. 

    IMG_20240417_155744.jpg

     

    Probably just a GT500.  This is the closest picture/angle I found...

     

    Ford Mustang (seventh generation) - Wikipedia

     

     

    13 hours ago, silvrsvt said:

     

    This is far better than the Fox body ones.

     

    6 hours ago, AM222 said:

    It looks like they based it on the 5-spoke Cragar wheels used by the Shelby GT350. The '65 Mustang fastback at the Mustang's 60th Anniversary event had them.
     

    Shelby%20GT%20350%20wheels%201965.jpg

    2025-ford-mustang-60th-anniversary-packa
    Though I think the Ford has been giving the Mustang variations of these modern flat 5-spoke muscle-car wheels even before the Camaro returned.
    2005 Mustang GT at the 2004 Detroit Auto Show
    112_0401_detroit_ford_mus_z.jpg
    -Motor Trend

     

    I get it, just saying the first thing I thought of when I saw it was the Camaro wheels.

  8. 3 minutes ago, Andrew L said:

     

    I appreciate you keeping those spreadsheets going with the sales numbers.  I did it for quite a while on GMI but it's tedious especially with GM switching to quarterly.  

     

    Of course.  Believe it or not, it's fun for me lol.  Yeah, I gave up on monthly with other brands, and only assemble the quarterly comparison of the brands for trucks.  It'd be too much work otherwise.

     

    The production figures above are from Ford's press release though (for some reason Dec 2023 didn't have them, that's why I used Nov).

    • Like 1
  9. 34 minutes ago, tbone said:

    Obviously, that’s a pretty substantial number, but I would like to see a few more months before I passed final judgment. Clearly something is up though.

     

    In 2023, there was a dip to just 82 units in October that could theoretically have caused a ripple in sales in Q1, but production has been around 12k per month for Jan/Feb, and almost 10k for March this year, so sales should have balanced out by now, if it was from the October production issue.

    And while anecdotal, I too will echo sentiments that dealers now have inventory of Broncos - regular and Raptor - on the lot (though likely still with addendums, which could also be why they're not moving).

     

    image.png.220b1ff2a454c8b69fa5185882f4185c.png

     

    image.png.851154f2b5c2562789d342b7f68cb32e.png

     

     

    I'd agree that we should wait and see the end of year results before saying the roof is falling, but I really think they need to look at pricing.

    • Like 1
  10. 2 hours ago, DeluxeStang said:

    Ford's talked about surprises for this event, without going into more detail than that. An appearance package is hardly a surprise, so fingers crossed they show something neat during the livestream tonight. 

     

    I doubt it's much...

     

    1 hour ago, GearheadGrrrl said:

    Good to see that the Mustang will survive another year.

     

    But "special edition" trim packages often signal a models "end of life"... Unless Ford comes up with substantially more later today, looks like they're giving up on the Mustang.

     

    You're just trolling at this point.  This is a ridiculous take.

    • Like 2
  11. 40 minutes ago, tbone said:


    I think Ford has jumped the shark on Bronco pricing.  Broncos are now being stocked on the lots around me, whereas this was never the case before, and you can buy them with a hefty discount.  I’ve even seen bronco Raptors being advertised for $5000 off.
     

    They affectively drove me out of the market based on value I see in the vehicle.  
     

    I think the next few months worth of sales will give us an idea on the impact of Bronco pricing.

     

    Bronco sales are down 25.79% for the year through March.

  12. 15 hours ago, ExplorerDude said:

    Leadership has a major impact on a company like Ford. It really is amazing how one person can literally influence and control direction and strategy so much. 
     

    I honestly have reasonable hope for Lincoln moving forward. There are a few different silhouettes that will join (or at least they were supposed to) in the next couple of years that should make the faithful much happier.

     

    Sounds nice, but publicly they've basically said Lincoln has nothing on the horizon aside from Navigator.  Ford plans change on a whim, though, so it'll be interesting to see what they add.  If they could just stick to a plan lol....

    • Like 1
  13. 42 minutes ago, silvrsvt said:

     

    In all seriousness, I really wonder what Ford's plans are long term with the Bronco pricing-they seem to have based the price increases on the ADMs that where on them the first few years and has dropped since production has increased. Are they still planning on a price hike when a refresh comes about? Will demand keep softening that incentives are the norm, like they are on the Wrangler (a friend of mine got a 4XE for almost 20K off after rebates/incentives a couple months ago) currently?

     

    They need to lower prices like they've done on Mach E and Lightning.  Somewhere in between release pricing and what they have now.

    • Like 1
  14. 20 hours ago, akirby said:


    Completely missed the point.  Kia would kill to be able to sell 900k vehicles at the kinds of margins that Ford gets with F series.  But they can’t because they don’t have the experience or expertise nor are they willing to make the huge investment required.

     

    A company has to play to its strengths and what works for one doesn’t work for another.  Companies that aren’t US based evolved differently.  And companies have to prioritize their resources.  
     

    They cancelled Continental, Taurus, Fusion, MKZ, Focus, Fiesta and Ecosport.  But they added Ranger, Bronco, Maverick, Bronco Sport, Aviator, Mach-e, E-transit and Lightning.  And they’re working on at least 4 more new vehicles.**   Escape isn’t going anywhere now and I think Edge will be back.

     

    It’s a zero sum game unless you’re willing to build new plants and hire more people.  

     

    ** Until the current plan changes in 3 months for another new plan lol.

  15. 1 hour ago, AM222 said:

    Lol The old light duty 70 series Land Cruiser Prado was a boxy upright SUV.

    480px-Toyota_LAND_CRUISER_4DOOR_PRADO_SX

    The heavy duty version of the 70 series is still built today, it retains the same 40-year old boxy body.

    480px-2023_Toyota_Land_Cruiser_70.jpg

     

    I'm not saying boxy is bad (I've had a Flex and Bronco, after all), just that on that new Land Cruiser every single element on the front end is a box - they could do with adding some other elements - the base models have round headlights, for instance that create some visual interest other than 8,000 box shapes.

  16. 32 minutes ago, akirby said:


    The fact they already have a vehicle and space at Flat Rock says the ROI must be terrible.

     

    GM and Toyota have always valued volume over margins while Ford is the opposite here lately.  GM and Toyota definitely have lower costs so their ROI is batter on individual vehicles.  Ford wasted a lot of money developing so many new platforms and engines recently - some of which were discarded.  And we know about warranty costs.  When you keep things longer and don’t develop as many new things your cost tends to stay much lower.

     

    But I wonder if it's that or if it's more that they don't want to backtrack on the "all things trucks and SUVs, no sedans" mantra to prove they're right?

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