Ford vs D.R. Horton
Ford vs D.R. Horton: This page compares the two companies’ business models, financial performance, and market context in a neutral, accessible way. It provides a structured overview of strategy, scale, and industry position for comparison purposes. Educational content, not financial advice.
Ford vs D.R. Horton: This page compares the two companies’ business models, financial performance, and market context in a neutral, accessible way. It provides a structured overview of strategy, scale...
Why It's Moving
Ford Powers Ahead with Dividend Payout and Bold $2B Energy Push Amid Strategic Shifts.
- Board approved Q1 dividend of $0.15 per share, payable March 2, reinforcing Ford's appeal to income-focused investors amid a tough auto sector.
- Appointed Lisa Drake as president of new Ford Energy unit, earmarking $2B for battery cell manufacturing and energy storage to diversify revenue streams.
- Reported $600M non-cash pension loss but affirmed unchanged cash flow guidance, highlighting focus on operational execution over accounting noise.
D.R. Horton Beats Q1 Earnings Despite Revenue Dip, Signals Steady Path Ahead Amid Housing Headwinds
- EPS of $2.03 crushed consensus of $1.98, highlighting operational strength and a 20.4% gross margin bolstered by warranty benefits.
- Repurchased 4.4 million shares for $669.7 million while declaring a $0.45 quarterly dividend payable February 12, underscoring commitment to shareholders amid $819 million liquidity.
- Q2 gross margin guided to 19.0-19.5% with fiscal 2026 outlook intact at $33.5-35 billion in revenue, reflecting cautious optimism despite market pressures.
Ford Powers Ahead with Dividend Payout and Bold $2B Energy Push Amid Strategic Shifts.
- Board approved Q1 dividend of $0.15 per share, payable March 2, reinforcing Ford's appeal to income-focused investors amid a tough auto sector.
- Appointed Lisa Drake as president of new Ford Energy unit, earmarking $2B for battery cell manufacturing and energy storage to diversify revenue streams.
- Reported $600M non-cash pension loss but affirmed unchanged cash flow guidance, highlighting focus on operational execution over accounting noise.
D.R. Horton Beats Q1 Earnings Despite Revenue Dip, Signals Steady Path Ahead Amid Housing Headwinds
- EPS of $2.03 crushed consensus of $1.98, highlighting operational strength and a 20.4% gross margin bolstered by warranty benefits.
- Repurchased 4.4 million shares for $669.7 million while declaring a $0.45 quarterly dividend payable February 12, underscoring commitment to shareholders amid $819 million liquidity.
- Q2 gross margin guided to 19.0-19.5% with fiscal 2026 outlook intact at $33.5-35 billion in revenue, reflecting cautious optimism despite market pressures.
Investment Analysis
Ford
F
Pros
- Ford Pro segment is a strong profit driver with solid EBIT margins and growing recurring software subscription revenues.
- The company maintains a strong balance sheet with high liquidity and solid cash generation.
- Management and analysts anticipate substantial EBIT growth and increased production capacity for popular truck models in 2026.
Considerations
- Recent guidance was lowered due to significant EBIT and free cash flow impacts from the Novelis aluminium plant fire.
- The electric vehicle segment, Model e, continues to operate at a loss, negatively impacting overall margins.
- Tariff uncertainties and costs, though mitigated, remain a material headwind impacting profitability.
D.R. Horton
DHI
Pros
- D.R. Horton operates across 31 states and 98 markets, offering geographic diversity in the U.S. homebuilding sector.
- The company has a solid return on equity of 14.62%, reflecting efficient capital use compared to industry averages.
- Business verticals include homebuilding, mortgage financing, and title services, providing multiple revenue streams.
Considerations
- ROE has declined 17.31% compared to its historical ten-year average, potentially indicating pressures on profitability.
- Exposure to cyclical residential construction markets increases vulnerability to economic downturns and interest rate rises.
- The company faces execution risks tied to land acquisition, development costs, and fluctuating homebuyer demand.
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Ford (F) Next Earnings Date
Ford Motor Co (F) next earnings date is confirmed for Tuesday, February 10, 2026, after market close. This report will cover the Q4 2025 results, following the company's historical pattern of early February releases for year-end quarters. Investors should monitor for the official webcast and any pre-announcements.
D.R. Horton (DHI) Next Earnings Date
D.R. Horton's next earnings date is estimated for April 16-21, 2026, following the pattern of prior quarters with reports typically released before market open. This release will cover Q2 2026 (period ending March 2026). The earnings call is scheduled for April 16, 2026, providing investor updates on financial results.
Ford (F) Next Earnings Date
Ford Motor Co (F) next earnings date is confirmed for Tuesday, February 10, 2026, after market close. This report will cover the Q4 2025 results, following the company's historical pattern of early February releases for year-end quarters. Investors should monitor for the official webcast and any pre-announcements.
D.R. Horton (DHI) Next Earnings Date
D.R. Horton's next earnings date is estimated for April 16-21, 2026, following the pattern of prior quarters with reports typically released before market open. This release will cover Q2 2026 (period ending March 2026). The earnings call is scheduled for April 16, 2026, providing investor updates on financial results.
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