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
6 questions for F
Emmanuel Rosner
Wolfe Research
6 questions for F
Joseph Spak
UBS Group AG
6 questions for F
Mark Delaney
The Goldman Sachs Group, Inc.
6 questions for F
Colin Langan
Wells Fargo & Company
4 questions for F
Adam Jonas
Morgan Stanley
3 questions for F
Daniel Roeska
Bernstein Research
3 questions for F
Edison Yu
Deutsche Bank
3 questions for F
Itay Michaeli
TD Cowen
3 questions for F
Ryan Brinkman
JPMorgan Chase & Co.
3 questions for F
Tom Narayan
RBC Capital Markets
3 questions for F
Doug Carson
Bank of America
2 questions for F
John Murphy
Bank of America
2 questions for F
Federico Merendi
Bank of America
1 question for F
James Picariello
BNP Paribas
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.
- Ford is weighing discontinuation of its F-150 Lightning electric pickup due to low demand and $13 billion in EV division losses since 2023.
- Production has been halted since October owing partly to supply disruptions after a fire at Novelis’ aluminum plant.
- High production costs result in losses of approximately $100,000–$132,000 per vehicle, according to reports.
- The expiration of the $7,500 federal EV tax credit and regulatory rollbacks have further reduced incentives, undermining EV sales.
- Ford is shifting focus to more profitable hybrid and gasoline-powered F-Series trucks to bolster margins.
- Ford’s U.S. vehicle sales rose 1.6% year-over-year to 175,584 units in October 2025, driven by a 3.4% increase in internal combustion engine vehicles, which comprised 87% of total volume.
- Electrified vehicle segment sales declined 9.3% to 22,207 units, with EVs down nearly 25% and hybrids down 4% after expiration of the federal $7,500 tax credit.
- Pickup truck sales, led by the Ranger and Maverick, grew nearly 5%, underscoring strength in traditional segments.
- Ford holds about 13% U.S. market share (versus 10% in the UK and under 2% in China), with U.S. sales accounting for roughly 68% of 2024 revenue.
- Ford will invest Rs 3,250 crore (≈$370 million) to upgrade its Maraimalai Nagar, Chennai plant for next-generation, high-end engine production, targeting an annual capacity of 200,000–235,000 engines and start of output in 2029, creating over 600 direct jobs.
- This project marks Ford’s return to Indian manufacturing after ceasing vehicle production in 2021, following a Letter of Intent with the Tamil Nadu government signed in September 2024.
- The move reflects a strategic shift in Ford’s global production footprint and confidence in India’s manufacturing base despite U.S. tariffs; the engines will be exported to undisclosed markets, not the U.S.
- Ford reported Q3 2025 adjusted EPS of $0.49 and revenue of $43.1 billion, surpassing Wall Street estimates.
- The company lowered its full-year profit forecast after a key supplier’s aluminum factory fire and ongoing tariff headwinds.
- Net income reached $2.4 billion, supported by robust cash flow amid capital-intensive operations.
- Tariffs imposed a $0.7 billion adverse impact in Q3, and Ford reduced its full-year net tariff estimate to $1 billion from $2 billion.
- EV deliveries hit a record 30,612 units, but the Ford Model e segment lost $1.41 billion, leading to a halt in F-150 Lightning production.
- Ford paused production of Expedition and Lincoln Navigator SUVs at its Kentucky Truck Plant due to a fire at Novelis’s aluminum plant, which supplies 40% of U.S. automakers’ aluminum sheet.
- The Novelis facility is offline until early next year, prompting Ford to temporarily reduce shifts at its Louisville Assembly Plant, finishing Escape and Lincoln Corsair production by December.
- While F-Series production remains ongoing, Ford warns the supply disruption could shave up to $1 billion off operating profit.
- Ford describes the downtime as an acceleration of pre-planned breaks and is working with Novelis and alternative suppliers to mitigate the impact.
- Vehicle Management Systems (formerly EVAI) unveiled its rebrand to an AI-first fleet management platform.
- The platform aims to overcome legacy data architectures with agentic AI for faster, simpler vehicle operations.
- David Prusinski appointed Co-CEO, leveraging over 20 years in automotive technology and as former CRO of Ford Integrated Services.
- Muffi Ghadiali joins as Strategic Advisor, drawing on experience from Ford Pro Charging and co-founding Electriphi.
- 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.