Ford Motor Company is expected to continue making significant losses in its electric vehicle business, the Ford Model e, through at least 2026, according to a recent LinkedIn post from EV Co.
According to CFO Sherry House’s remarks at Ford’s fourth-quarter 2025 earnings call, estimated losses for the EV division that year would range from $4 billion to $4.5 billion.
Due to reduced U.S. production and cost reductions from restructuring initiatives, the LinkedIn post emphasizes that this estimate includes an improvement of roughly $1.6 billion in first-generation EV goods. However, it indicates that when Ford moves to a more affordable EV platform, these advantages are expected to be offset by greater expenses related to the company’s upcoming wave of EV goods.
Ford is aiming to break even for its EV operations by 2029, per the post’s summary of comments published by Ford Authority. For investors, this means that Ford’s EV strategy will require a lengthy investment and cash-burn period, with continuous development and platform-transition costs putting pressure on short-term profitability.
According to the data cited in the article, there is a strategic trade-off between immediate losses and sustained competitiveness in the EV industry.
Long-term losses until 2026 might have an impact on capital allocation and overall margins, but successfully implementing a lower-cost platform and next-generation cars should improve Ford’s standing in comparison to other mass-market EV rivals.
