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?
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.
- 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.
- CATL reported ~34% net profit growth in 1H and Q2 2025, reaching ¥30.5 billion and ¥16.5–16.6 billion, while revenue rose 7–8% to ¥178.9 billion (1H) and ¥94.2 billion (Q2).
- Maintains a 50% share of China’s EV battery market, supplying key automakers including Tesla, Volkswagen and BMW, and boosted gross margins through its battery materials and recycling business.
- Declared an interim dividend of ¥1.007 per share for H1 2025.
- Raised $4.6 billion via a Hong Kong secondary listing to fund a $7.6 billion Europe expansion with new factories in Germany and Hungary.
- On July 28, 2025, Ford Motor Company entered into an unsecured $3.0 billion Term Loan Credit Agreement with JPMorgan Chase Bank, N.A. as administrative agent; commitments are available through July 28, 2026, and loans mature on December 31, 2028.
- Interest accrues at Daily Simple SOFR (or an alternative base rate) plus an applicable margin not tied to sustainability-linked targets, and the facility contains no material adverse change conditions or rating-based triggers.
- The agreement includes standard representations, warranties and covenants—such as delivery of financial statements, maintenance of corporate existence, and subsidiary guarantees if ratings fall—and restricts mergers, liens, pledges and sale-leaseback transactions.
- Ford must maintain a minimum liquidity of $4 billion in domestic cash, cash equivalents and availability under existing credit facilities.
- The US-Japan trade agreement cuts auto tariffs to 15%, down from a threatened 25% but above the prior 10% rate, and includes a $550 billion Japanese investment in the US.
- Ford, as part of the Detroit 3, criticized the deal for charging lower tariffs on Japanese imports with minimal US content while maintaining 25% on North American–built vehicles, deeming it detrimental to US industry and workers.
- Tesla’s post-earnings stock moves show a median return of –0.7% one day after earnings (positive ~50% of the time) versus a 20.2% median gain over one year with a 71% chance of being positive, suggesting longer holding periods outperform short-term trades.
- $570 million field service expense to fix fuel injector issues in select 2019–2024 models, recorded as a special item in Q2 2025.
- The charge will not affect Ford’s adjusted EBIT or adjusted EPS under its accounting policy.
- Analyst views are mixed: some rate the stock Buy/Outperform (targets up to $21.00), while the consensus is a Hold (3.1/5).
- Price targets span $8.00–$15.67 (average $10.21, ~12% downside) and the GuruFocus GF Value estimate is $11.80 (~2% upside).
- Ford is recalling over 850,000 vehicles in the U.S. and Canada due to a low-pressure fuel pump defect that may cause the engine to stall, increasing crash risk.
- Affected models from 2021–2023 include the Bronco, F-150, Explorer, Mustang, Lincoln Aviator and Lincoln Navigator.
- No accidents or injuries have been reported, but Ford urges owners to watch for warning signs like poor engine performance or the check engine light.
- Notification letters begin July 14 and free repairs at authorized dealers will follow once a remedy is finalized, part of Ford’s intensified quality-control strategy.
- Ford reached an agreement with IG Metall to protect jobs at its Cologne plant through 2032, while allowing voluntary redundancies to meet its target of cutting 2,900 positions by end of 2027.
- The deal includes generous severance pay, partial retirement options, and a financial safety net for pensioners to alleviate workers’ fears during restructuring.
- The Cologne plant, converted into an EV production hub in 2023 with a $2.3 billion investment, is under pressure from slower-than-expected EV adoption and broader German EV market struggles.
- The agreement, which follows the first strike at the Cologne site in nearly 100 years, still requires approval by IG Metall members via a ballot.
- President Trump’s 25% tariff on cars and trucks imported from Korea and Japan—covering roughly 17% of the US auto market—is intended to benefit domestic automakers like Ford, but Ford’s stock still declined on the news.
- Market participants view the announced tariff rates as negotiation starting points, given the White House’s history of postponing or reducing tariffs, leading to uncertainty over final outcomes.
- Despite tariff concerns, investors remain supported by accelerated write-offs in recent budget legislation, expected to drive construction and broader economic growth, and by a strong labor market.
- Ford issues a stop-sale order and recalls over 317,000 Mustang Mach-E SUVs (model years 2021–2025) due to a software defect locking door latches.
- The defect occurs when the 12-volt battery unexpectedly discharges, causing the electronic door latches to retain their last locked or unlocked state, risking occupants being trapped or locked out.
- Dealers must perform an in-person software update to both the powertrain control module and the secondary onboard diagnostic control module in Q3 2025; over-the-air fixes are not supported.
- No injuries have been reported, but incidents include a child trapped for 40 minutes; a California class action alleges Ford should have provided a manual keyhole as a safety fallback.