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 Pivots EV Strategy Amid Joint Venture Dissolution and Racing Revival as Trump Policies Reshape Auto Landscape
- Dissolving the $11.4B BlueOval SK venture signals Ford scaling back big-ticket EV battery plants amid declining sales and CAFE standard rollbacks, freeing capital for entry-level EVs and trucks.
- Reaffirmed 2025 profit guidance after a second Novelis aluminum plant fire, underscoring supply chain resilience and focus on core operations.
- Igniting 2026 Ford Racing era in Detroit with F1 powertrain launch alongside Red Bull and teaser for global high-performance sports car, boosting brand innovation and future tech.
D.R. Horton Beats Q1 Earnings but Stock Dips on Margin Squeeze from Buyer Incentives
- Earnings beat: EPS hit $2.03 versus $1.93 expected (down YoY from $2.61), revenue reached $6.9B topping $6.59B forecast, but net income fell 30% YoY to $595M.
- Home closings dropped 7% to 17,818 units, signaling softer demand, while incentives like 3.99% rates weigh on 20.4% gross margins.
- Management eyes first-time buyers (64% of sales) and repurchased $670M in shares, showing confidence despite affordability headwinds.
Ford Pivots EV Strategy Amid Joint Venture Dissolution and Racing Revival as Trump Policies Reshape Auto Landscape
- Dissolving the $11.4B BlueOval SK venture signals Ford scaling back big-ticket EV battery plants amid declining sales and CAFE standard rollbacks, freeing capital for entry-level EVs and trucks.
- Reaffirmed 2025 profit guidance after a second Novelis aluminum plant fire, underscoring supply chain resilience and focus on core operations.
- Igniting 2026 Ford Racing era in Detroit with F1 powertrain launch alongside Red Bull and teaser for global high-performance sports car, boosting brand innovation and future tech.
D.R. Horton Beats Q1 Earnings but Stock Dips on Margin Squeeze from Buyer Incentives
- Earnings beat: EPS hit $2.03 versus $1.93 expected (down YoY from $2.61), revenue reached $6.9B topping $6.59B forecast, but net income fell 30% YoY to $595M.
- Home closings dropped 7% to 17,818 units, signaling softer demand, while incentives like 3.99% rates weigh on 20.4% gross margins.
- Management eyes first-time buyers (64% of sales) and repurchased $670M in shares, showing confidence despite affordability headwinds.
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.
Ford (F) Next Earnings Date
Ford Motor Co. (F) next earnings report is scheduled for February 4, 2026, covering the fourth quarter of fiscal year 2025. This date aligns with the company's historical pattern of early February releases for Q4 results, as confirmed by multiple analyst estimates. Investors should monitor for official confirmation from the company.
D.R. Horton (DHI) Next Earnings Date
D.R. Horton (DHI) is scheduled to report earnings on Tuesday, January 20, 2026, before market open. This release will cover the fiscal first quarter of 2026 (quarter ending December 2025), aligning with the company's historical late-January pattern for Q1 results. Investors should anticipate analyst estimates around $1.92-$1.96 per share and revenue near $6.65 billion.
Ford (F) Next Earnings Date
Ford Motor Co. (F) next earnings report is scheduled for February 4, 2026, covering the fourth quarter of fiscal year 2025. This date aligns with the company's historical pattern of early February releases for Q4 results, as confirmed by multiple analyst estimates. Investors should monitor for official confirmation from the company.
D.R. Horton (DHI) Next Earnings Date
D.R. Horton (DHI) is scheduled to report earnings on Tuesday, January 20, 2026, before market open. This release will cover the fiscal first quarter of 2026 (quarter ending December 2025), aligning with the company's historical late-January pattern for Q1 results. Investors should anticipate analyst estimates around $1.92-$1.96 per share and revenue near $6.65 billion.
Which Baskets Do They Appear In?
Fed Pivot Stocks: What's Next for Rate-Sensitive Plays
With core inflation aligning with Federal Reserve expectations, the central bank may be positioned to consider interest rate cuts. This theme focuses on companies in sectors that are sensitive to monetary policy and could benefit from lower borrowing costs.
Published: August 30, 2025
Explore BasketOnce-In-A-Decade
This collection features companies that profit from life's biggest purchases - the ones you make only a few times. Carefully selected by our analysts, these businesses excel at maximizing value from milestone transactions like homes, vehicles, and luxury goods.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Fed Pivot Stocks: What's Next for Rate-Sensitive Plays
With core inflation aligning with Federal Reserve expectations, the central bank may be positioned to consider interest rate cuts. This theme focuses on companies in sectors that are sensitive to monetary policy and could benefit from lower borrowing costs.
Published: August 30, 2025
Explore BasketOnce-In-A-Decade
This collection features companies that profit from life's biggest purchases - the ones you make only a few times. Carefully selected by our analysts, these businesses excel at maximizing value from milestone transactions like homes, vehicles, and luxury goods.
Published: June 17, 2025
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