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Source document· April 3, 2026

Ford Faces a Profitability Threat It Hasn't Seen Since the 2008 Financial Crisis

View original at nasdaq.com
Ford Faces a Profitability Threat It Hasn't Seen Since the 2008 Financial Crisis Key Points Ford Credit is one of the automaker's most profitable units…
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What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • Roughly 228,000 Tesla EVs were leased last year, nearly 102,000 EV leases for General Motors, and a little over 52,000 EV leases for Ford

    60% confidence
  • Using the $10,000 figure, that would be an industrywide loss of about $8 billion for expected models coming off lease in 2028

    60% confidence
  • EVs expected to make up 15% of off-lease used vehicles by the end of 2026, compared to only 7.7% during the first quarter

    60% confidence
  • Stock Advisor's total average return is 914% compared to 184% for the S&P 500

    60% confidence
  • Ford Motor Company was not among the 10 best stocks for investors to buy now

    60% confidence
  • Off-lease EV volume will peak in 2028 with nearly 800,000 EVs flooding the market

    60% confidence
  • Industry experts are expecting the resale value of off-lease EVs will check in around $10,000 less than automaker finance entities projected, and could range anywhere from $5,000 to $20,000 less

    60% confidence
  • Ford Credit typically generates only about 5% of revenue any given year but provides 15% to 20%, sometimes more, of the company's profits

    60% confidence
What we know · the intelligence behind this page
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What we're seeing
Late-2026 Biotech Catalyst Season: FDA Decisions and Pivotal Readouts Converge Across Oncology, Hepatology and Cardiometabolic
Mid-November 2026 is dense with scheduled biotech catalysts. The ivonescimab BLA PDUFA date is 2026-11-14, the lorundrostat PDUFA date is 2026-12-22, and Phase 3 ECLIPSE hepatitis delta data are due in Q1 2027. Alongside these, siRNA and antibody programs (plozasiran, elebsiran/tobevibart, ianalumab, nipocalimab) reported or presented data at AHA, AASLD, ACR and ASH, while Oryzon advanced iadademstat in AML with Spanish trial authorizations and a planned ALICE-3 Phase III. Late-stage data and regulatory milestones are driving the sentiment. A planned delisting (EGM 2026-11-19, application 2027-01-25) is a separate corporate-structure event with no clear link to the rest.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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