Ford Motor Company Ford Credit — Revenue from finance leases decreased by 0.7% to $145.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 4.3%, from $139.00M to $145.00M. Over 4 years (FY 2021 to FY 2025), Ford Credit — Revenue from finance leases shows an upward trend with a 13.7% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Growth in this revenue indicates higher penetration of lease financing or an increase in the size of the lease portfolio.
This represents the interest and fee income generated specifically from finance lease contracts where the lessee effecti...
Comparable to 'Lease Financing Income' at other automotive finance subsidiaries.
f_segment_ford_credit_revenue_from_finance_leases| 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 | $88.00M | $86.00M | $81.00M | $77.00M | $73.00M | $73.00M | $80.00M | $83.00M | $91.00M | $102.00M | $105.00M | $117.00M | $122.00M | $137.00M | $139.00M | $137.00M | $148.00M | $146.00M | $145.00M |
| QoQ Change | — | -2.3% | -5.8% | -4.9% | -5.2% | +0.0% | +9.6% | +3.8% | +9.6% | +12.1% | +2.9% | +11.4% | +4.3% | +12.3% | +1.5% | -1.4% | +8.0% | -1.4% | -0.7% |
| YoY Change | — | — | — | — | -17.0% | -15.1% | -1.2% | +7.8% | +24.7% | +39.7% | +31.3% | +41.0% | +34.1% | +34.3% | +32.4% | +17.1% | +21.3% | +6.6% | +4.3% |