Ford Motor Company Leasing income — Total revenues (Note 4) decreased by 0.4% to $1.34B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 15.4%, from $1.16B to $1.34B. Over 4 years (FY 2021 to FY 2025), Leasing income — Total revenues (Note 4) shows relatively stable performance with a -2.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests higher demand for leasing products or a larger portfolio of leased assets, while a decrease may indicate a shift toward direct sales or reduced leasing activity.
This metric represents the total revenue generated specifically from vehicle leasing activities within the company's fin...
Comparable to 'Lease Revenue' or 'Financing and Leasing Income' reported by other automotive manufacturers with captive finance subsidiaries.
f_segment_leasing_income_total_revenues_note_4| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.45B | $1.35B | $1.32B | $1.26B | $1.22B | $1.18B | $1.11B | $1.09B | $1.08B | $1.06B | $1.05B | $1.06B | $1.08B | $1.12B | $1.16B | $1.20B | $1.25B | $1.35B | $1.34B |
| QoQ Change | — | -6.4% | -2.3% | -4.4% | -3.6% | -3.6% | -5.4% | -1.7% | -1.6% | -1.2% | -0.8% | +0.9% | +1.9% | +3.2% | +4.0% | +2.9% | +4.6% | +7.7% | -0.4% |
| YoY Change | — | — | — | — | -15.6% | -13.2% | -15.9% | -13.5% | -11.8% | -9.6% | -5.2% | -2.7% | +0.8% | +5.4% | +10.4% | +12.6% | +15.6% | +20.6% | +15.4% |