Ford Motor Company is a global automotive leader, operating through three main customer-centered business segments: Ford Blue, Ford Model e, and Ford Pro. The company is renowned for engineering iconic gas-powered, hybrid, and electric vehicles, as well as providing comprehensive services and software for commercial customers . Additionally, Ford offers financial services through Ford Motor Credit Company, enhancing customer loyalty and generating new revenue streams .
- Ford Blue - Engineers iconic gas-powered and hybrid vehicles, significantly contributing to the company's revenue and profitability .
- Ford Pro - Serves commercial customers with a comprehensive suite of vehicles, services, and software, achieving substantial growth in revenue and profitability .
- Ford Model e - Develops breakthrough electric vehicles (EVs) and related software, establishing itself as a leading EV brand in the U.S. with increasing shipments and sales .
- Ford Motor Credit Company - Provides financial services that support customer loyalty and create new revenue streams .
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
William Clay Ford, Jr. ExecutiveBoard | Executive Chair and Chair of the Board | Vice Chair of the Detroit Lions, Inc.; Board Member of The Henry Ford and Business Leaders for Michigan | Long-serving leader at Ford, recognized for advancing sustainability, mobility, and electrification initiatives. Director since 1988. | |
Andrew Frick Executive | Vice President, Sales, Distribution & Trucks, Ford Blue | None | Oversees sales and distribution for Ford Blue. | |
Ashwani Kumar Galhotra Executive | Chief Operating Officer (COO) | None | Oversees Ford's global industrial system, supporting Ford Blue, Ford Model e, and Ford Pro. Former President of Ford Blue. | |
J. Doug Field Executive | Chief EV, Digital, and Design Officer | None | Leads EV and digital initiatives. Former VP at Apple and SVP at Tesla. | |
Jennifer Waldo Executive | Chief People and Employee Experience Officer | None | Former VP at Apple and CHRO at GE Digital. Leads HR and employee experience at Ford. | |
John Lawler Executive | Vice Chair | None | Former CFO of Ford, now focusing on strategy, partnerships, and corporate development. Over 30 years at Ford. | |
Kay Hart Executive | General Manager, Ford Model e | None | Former leader of Ford's International Markets Group. Key contributor to Mustang Mach-E and F-150 Lightning launches. | |
Marin Gjaja Executive | Chief Strategy Officer | None | Former Chief Customer Officer for Ford Model e. Key contributor to the Ford+ growth plan. | |
Mark Kosman Executive | Chief Accounting Officer (CAO) | None | Longtime Ford employee. Led global accounting and ERP system development before becoming CAO. | |
Michael Amend Executive | Chief Enterprise Technology Officer | None | Leads Ford's enterprise technology strategy. Former President of Online at Lowe’s and EVP at JCPenney. | |
Shengpo ("Sam") Wu Executive | President and CEO, Ford China | None | Leads Ford China and International Markets Group. Former EVP at Whirlpool Asia. | View Report → |
Sherry House Executive | Chief Financial Officer (CFO) | None | Former CFO at Lucid Motors and Treasurer at Waymo. Brings expertise in EVs and financial strategy. | |
Steven P. Croley Executive | Chief Policy Officer and General Counsel | None | Former General Counsel for the U.S. Department of Energy. Joined Ford to lead legal and policy matters. | |
Adriana Cisneros Board | Director | CEO of Cisneros Group; Director at Mattel Inc. and AST Spacemobile Inc.; Trustee of Knight Foundation | Media and digital advertising expert. Brings insights into modernizing family-led businesses. | |
Alexandra Ford English Board | Director | None | Ford family member. Former Director of Corporate Strategy and Global Brand Merchandising at Ford. | |
Beth E. Mooney Board | Director | Director at Accenture plc and AT&T Inc.; Chair of Cleveland Clinic Board | Former CEO of KeyCorp. Provides financial and risk management expertise. | |
Henry Ford III Board | Director | Advisory roles at Henry Ford College, Bridging Communities, and others. | Ford family member. Former Director of Investor Relations at Ford. | |
John B. Veihmeyer Board | Director | Vice Chair of University of Notre Dame Board; Chair of LPGA Board; Trustee of Financial Accounting Foundation | Former Chairman of KPMG International. Provides accounting and governance expertise. | |
John C. May Board | Director | Chairman and CEO of Deere & Company | Brings expertise in global operations, IT, and manufacturing. | |
John L. Thornton Board | Lead Independent Director | Chairman of Barrick Gold Corporation; Non-Executive Chairman of PineBridge Investments; Chairman of RedBird Capital Partners | Brings extensive international business and financial expertise, particularly in China. | |
John S. Weinberg Board | Director | CEO and Chairman of Evercore Inc.; Board Member at New York-Presbyterian Hospital and Cystic Fibrosis Foundation | Former Vice Chairman at Goldman Sachs. Brings expertise in finance and capital markets. | |
Lynn Vojvodich Radakovich Board | Director | Director at Booking Holdings Inc. and Dell Technologies Inc. | Former EVP and CMO at Salesforce. Brings expertise in digital transformation and marketing. | |
William E. Kennard Board | Director | Director at AT&T Inc. and MetLife, Inc.; Trustee at Yale University | Former FCC Chairman and U.S. Ambassador to the EU. Brings expertise in public policy and technology. | |
William W. Helman IV Board | Director | General Partner at Greylock Partners; Board Member at Vornado Realty Trust; Founder of Equal Opportunity Ventures | Venture capital expert. Provides insights into technology investments and innovation. |
- Despite higher earnings, Ford's capital base has expanded such that returns haven't improved. How are you addressing the trajectory of structural costs, and what steps are you taking to improve returns on capital?
- With many traditional automakers investing billions in R&D to achieve affordable EVs at scale, why isn't Ford pursuing more partnerships to share costs and risks, especially given your focus on capital efficiency?
- Given the significant investment to add 100,000 units of Super Duty capacity in Canada, how confident are you that demand will sustain these high levels, and can you elaborate on the incremental margins and expected payback period for this investment?
- Ford Model e generated a loss of $1.1 billion in the quarter, and you are forecasting a full-year loss of $5 billion to $5.5 billion due to pricing pressures and investments. What specific actions are you taking to turn around Model e, and when do you anticipate reaching profitability in this segment?
- Considering that Ford's stock ranks near the bottom of the S&P on P/E ratio and the market hasn't reflected the company's transformation, why does the Board refuse to authorize a share buyback, and do you genuinely believe there are better uses of capital than returning it to shareholders?
Research analysts who have asked questions during FORD MOTOR earnings calls.
Dan Levy
Barclays PLC
4 questions for F
Emmanuel Rosner
Wolfe Research
4 questions for F
Joseph Spak
UBS Group AG
4 questions for F
Mark Delaney
The Goldman Sachs Group, Inc.
4 questions for F
Adam Jonas
Morgan Stanley
3 questions for F
Daniel Roeska
Bernstein Research
3 questions for F
Colin Langan
Wells Fargo & Company
2 questions for F
John Murphy
Bank of America
2 questions for F
Edison Yu
Deutsche Bank
1 question for F
Federico Merendi
Bank of America
1 question for F
Itay Michaeli
TD Cowen
1 question for F
James Picariello
BNP Paribas
1 question for F
Ryan Brinkman
JPMorgan Chase & Co.
1 question for F
Tom Narayan
RBC Capital Markets
1 question for F
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Auto Motive Power (AMP) | 2023 | Ford Motor Company acquired AMP on November 1, 2023; AMP is a California-based startup focused on electric vehicle charging solutions, and Ford acquired its goodwill and technology assets, which did not have a material impact on its financial statements. |
Recent press releases and 8-K filings for F.
- President Trump is considering significant tariff relief for U.S. automakers that assemble vehicles domestically, potentially eliminating much of their current tariff costs.
- The proposal could extend a 3.75% tariff offset through five years and expand relief to cover U.S. engine production as well as vehicle assembly.
- Shares of Ford and other major auto manufacturers rose between 2% and 4% on the news.
- The White House cautions that discussions remain speculative until any official action is signed by President Trump.
- U.S. sales rose 8.2% year-over-year to 545,522 units, marking seven consecutive months of growth.
- Electrified vehicle sales set a Q3 record at 85,789 units (+19.8%), representing 15.7% of total sales; Mustang Mach-E and F-150 Lightning posted best-ever quarter with 20,177 (+50.7%) and 10,005 (+39.7%) units, respectively.
- Strong truck performance: F-Series sold 207,732 in Q3 (+4.7%) for a YTD total of 620,580 (+12.7%), while Maverick achieved a Q3 record 34,848 units and YTD sales of 120,904 (+10.9%).
- Ford Pro digital services continued momentum with ~815,000 paid-software subscriptions (+30%) and BlueCruise hands-free driving surpassing 7 million hours.
- Explorer Tremor and F-150 Lobo slated to begin shipping in Q4, expanding Ford’s performance lineup.
- Ford is offering lower interest rates to subprime borrowers with FICO scores below 620 on F-150 financing, with loan terms up to 84 months to boost sales before quarter-end.
- Buyers with weaker credit can now qualify for rates usually reserved for prime borrowers, aiming to offset affordability challenges from rising vehicle prices and high interest rates.
- The F-150 accounts for nearly 40% of Ford’s 2025 sales, though August sales dipped slightly.
- Ford’s finance arm says only 3-4% of loans are deemed high-risk, applying strict internal credit assessments beyond FICO scores.
- ResearchAndMarkets projects Japan’s autonomous vehicles market to expand from US$ 4.02 billion in 2024 to US$ 24.25 billion by 2033 at a 22.1% CAGR.
- Market growth is driven by supportive government programs (Smart Mobility Challenge, SIP), an aging population with labor shortages, and Japan’s strong automotive and technology sectors.
- Regulatory amendments now permit Level 3 autonomous vehicles on public roads, with further revisions planned to advance higher levels of automation.
- Key challenges include high infrastructure and R&D costs and public trust and safety concerns, particularly across urban versus rural regions.
- The report provides company analyses, including Ford Motor Company, alongside Volvo, Audi (Volkswagen Group), GM, Tesla, Toyota, Uber, and BMW.
- A HELLCAT-led ransomware attack, aided by a secondary actor “APTS,” exploited outdated Jira credentials and leaked 350 GB of proprietary data, though no customer information was compromised.
- Production at the Halewood plant was halted, with affected workers sent home and their hours banked, while only essential skilled staff attended work.
- The breach struck on 1 September, blocking dealerships from registering new ‘75’ plate models during a peak sales period and causing significant operational fallout.
- Tata Group, JLR’s parent, filed a disclosure on the Indian exchange describing it as an “IT security incidence” without detailing a recovery timeline.
- Ford is recalling nearly 500,000 vehicles in the US over a brake fluid leak that can increase stopping distances.
- The recall covers the Edge SUV (2015–2018) and Lincoln MKX (2016–2018) models due to a ruptured brake hose risk.
- Separately, Ford is recalling over 213,000 vehicles for faulty taillights and more than 100,000 for potential airbag tears on deployment.
- Following the announcement, Ford’s shares dropped by over 2% in morning trading.
- Former Ford CEO Mark Fields says Slate’s focus on affordability and simplicity—using injection-molded body panels to cut capital expenditures—has “struck a nerve” with industry and consumers.
- Slate initially announced a $27,000 base price (approximately $20,000 after federal incentives), but incentives have expired, raising questions over margins and potential price creep due to higher-cost U.S. sourcing.
- The company claims over 100,000 pre-orders against a plant capacity of 150,000 units, though conversion of refundable $50 reservations into purchases remains uncertain.
- Success depends on execution and delivering the vehicle by end of 2026, as competition heats up with Ford’s Maverick and its forthcoming small EV pickup.
- GWM inaugurated its first full-process manufacturing hub in Iracemápolis, São Paulo, boosting annual capacity from 20,000 to 50,000 vehicles.
- The ISO 9001:2015-certified facility will locally produce hybrid and diesel models, including the HAVAL H6 series, POER 2.4T pickup, and H9 SUV.
- From January to July 2025, Brazil electrified vehicle sales rose 47% YoY, with the H6 series among segment leaders.
- The investment is set to generate 1,000 local jobs by year-end and increase local sourcing of key components such as paint, tires, seats, wiring, and glass.
- Core PCE inflation at 2.8%, above the Fed’s 2% target, discourages rate cuts while prices continue to rise
- Businesses are absorbing most tariff costs, squeezing profit margins but likely passing higher prices to consumers over time
- Average U.S. tariff rate has climbed by 7.4 percentage points and is projected to reach 14%
- Auto makers report major tariff impacts: GM incurred a $1.1 billion hit and Ford a $2 billion hit so far
- Fed rate cuts would likely require notable labor‐market weakness, such as significant unemployment upticks or stalled payroll growth
- Ford reported $50 B revenue and $2.1 B adjusted EBIT in Q2 2025.
- Generated $2.8 B adjusted free cash flow, ended the quarter with $28 B cash and $46 B liquidity, and declared a $0.15/sh Q3 dividend.
- Achieved 11% revenue growth at Ford Pro to $19 B with a 12.3% EBIT margin; Model e revenue doubled to $2.4 B with ~44-point margin improvement; Ford Blue earned $700 M.
- Reiterated full-year 2025 guidance: $6.5–7.5 B adjusted EBIT, $3.5–4.5 B free cash flow, $9 B capex, with a $2 B net tariff headwind.