Rebates gone, no where to hide, they will cut heavily
8 replies (most recent on top)
@c1 Slack to Teams migration, Jira ticket created story or epic?
Let's talk about jira tickets.
@b4 we lose significantly more on each ev we have built but don’t delver
@ax we lose money on every EV we deliver. Sales volume may have been good, but profitability won’t be.
September sales were good, including ev, mostly due to rebate is going away, October sales will dictate what is going to happen and when.
This is going to be a bad couple of weeks for a lot of people, good luck everyone.
@a8+1k6qtbhfp Nothing we didn't know before. The company is in bad shape due to the stupidity of the C-Suite and the Ford family. The industry is cyclical, meaning you have to get stronger during the good years, and tighten the belt during the bad ones. During the last good years, Ford got in deep debt to finance the EV stupidity, while laying off ICE workers at the same time. Now that we are facing bad years, the company is missing talent and money, still in debt, with no buyers for the EV cr@ppy vehicles, and losing market share in ICE due to recalls.
The only thing we still don't know, and I am betting there are many interested in that piece of information, is when exactly the layoffs are coming. Until then, we are just guessing here.
I asked Mach1 for a response:
It is highly likely that Ford will have significant job cuts in the next few months, continuing a trend of restructuring.
Here is a breakdown of the evidence supporting this:
- Ongoing and Announced Layoffs
Ford has already announced or implemented several job cuts in 2025, primarily due to lower-than-expected demand for electric vehicles (EVs) and global restructuring efforts:- Europe (Germany): In September 2025, Ford announced it would cut up to 1,000 jobs at its Cologne EV plant, starting in early 2026, due to weak EV demand. This is part of a larger plan announced in 2024 to cut around 4,000 jobs across Europe and the UK by 2027.
- South Africa: In September 2025, the company announced it would lay off more than 470 employees across two manufacturing sites to align production with market demand.
- North America/Canada: In May 2025, Ford cut nearly 350 connected-vehicle software jobs in the US and Canada.
- US Plants: In late 2024, Ford cut 1,400 jobs at the Rouge Electric Vehicle Center in Dearborn, Michigan, and planned to shut down the F-150 Lightning production for seven weeks, with uncertainty about the return of the remaining workers.
- Financial and Business Pressures
Ford's financial and operational results point to the need for continued cost-cutting:- EV Losses: The Model e (EV division) reported a $1.3 billion EBIT loss in the second quarter of 2025, and the company has cited weak EV demand in Europe as a direct reason for job cuts.
- Tariff Headwinds: Ford adjusted its full-year 2025 outlook, anticipating a net tariff-related headwind of about $2 billion, which puts significant pressure on overall profitability.
- Restructuring Signals: Some analysts suggest Ford is preparing for a "massive restructuring" and is executing a "strategic workforce reduction in underperforming units," with internal data reportedly pointing to vulnerability in white-collar, IT, and engineering roles. One independent forecast projected a reduction of 8,000 to 13,000 salaried positions.
In summary, given the numerous recent international and domestic job-cut announcements, the financial strain from its EV division, and the public acknowledgment of a global restructuring, the odds are very high that Ford will have more significant layoffs in the upcoming months. The cuts are a central part of the company's strategy to address profitability challenges and the slowing transition to electric vehicles.