Ford Finance’s securitized loan pools saw a drop in delinquency rates to 2.1% from 2.5% last quarter. This trend could support share price appreciation if sustained. More: Ford CEO Farley reflects on 5 years in the job and what he needs to do next Ford is also rethinking its EV strategy and benchmarking against BYD, China's EV leader. In 2024, BYD reported annual revenue of $107 billion, surpassing Tesla's $97.7 billion. The auto finance subsidiary reported a year-over-year 8% rise in leasing portfolio value, helping Ford Finance sustain steady cash flows. Analysts expect Q1 2024 revenue to be positively impacted by this trend.
