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    FORD MOTOR (F)

    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 .

    1. Ford Blue - Engineers iconic gas-powered and hybrid vehicles, significantly contributing to the company's revenue and profitability .
    2. Ford Pro - Serves commercial customers with a comprehensive suite of vehicles, services, and software, achieving substantial growth in revenue and profitability .
    3. 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 .
    4. Ford Motor Credit Company - Provides financial services that support customer loyalty and create new revenue streams .

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    NamePositionExternal RolesShort 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.

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    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.

    1. 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?
    2. 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?
    3. 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?
    4. 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?
    5. 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?
    Program DetailsProgram 1
    Approval DateDecember 2023
    End Date/DurationN/A
    Total additional amount53 million shares
    Remaining authorization30,270,000 shares
    DetailsOffset the dilutive effect of share-based compensation expected to be granted during 2024
    NameStart DateEnd DateReason for Change
    PricewaterhouseCoopers LLP1946 PresentCurrent auditor

    Notable M&A activity and strategic investments in the past 3 years.

    CompanyYearDetails

    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.

    JLR hit by major cyberattack disrupting global operations
    ·$F
    • A HELLCAT-led ransomware attack, aided by a secondary actor “APTS,” exploited outdated Jira credentials and leaked 350 GB of proprietary data, though no customer information was compromised.
    • Production at the Halewood plant was halted, with affected workers sent home and their hours banked, while only essential skilled staff attended work.
    • The breach struck on 1 September, blocking dealerships from registering new ‘75’ plate models during a peak sales period and causing significant operational fallout.
    • Tata Group, JLR’s parent, filed a disclosure on the Indian exchange describing it as an “IT security incidence” without detailing a recovery timeline.
    7 days ago
    Ford recalls nearly 500,000 vehicles over brake fluid leak
    ·$F
    • 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.
    Aug 28, 2025, 7:27 PM
    Ford highlights Slate’s affordable EV pickup strategy
    ·$F
    Product Launch
    • 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 $50 reservations into purchases remains uncertain.
    • Success depends on execution and delivering the vehicle by end of 2026, as competition heats up with Ford’s Maverick and its forthcoming small EV pickup.
    Aug 28, 2025, 7:14 PM
    GWM opens Brazil automotive plant
    ·$F
    New Projects/Investments
    • 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.
    Aug 25, 2025, 7:30 PM
    Ford Motor Co: Fed rate cuts constrained by rising inflation and tariff costs
    ·$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 $2 billion hit so far
    • Fed rate cuts would likely require notable labor‐market weakness, such as significant unemployment upticks or stalled payroll growth
    Jul 31, 2025, 6:09 PM
    Ford Motor Co reports Q2 2025 results
    ·$F
    Earnings
    Guidance Update
    Dividends
    • 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 $2 B net tariff headwind.
    Jul 31, 2025, 4:25 AM
    CATL posts H1 2025 profit growth amid price pressures
    ·$F
    Earnings
    Dividends
    New Projects/Investments
    • 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.
    Jul 30, 2025, 12:18 PM
    Ford Motor enters $3 billion unsecured term loan facility
    ·$F
    Debt Issuance
    • 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 $4 billion in domestic cash, cash equivalents and availability under existing credit facilities.
    Jul 28, 2025, 12:00 AM
    Ford Motor Co flags US-Japan tariff deal and notes Tesla post-earnings patterns
    ·$F
    • 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.
    Jul 23, 2025, 2:07 PM
    Ford expects $570M Q2 charge for fuel injector service
    ·$F
    • $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).
    Jul 16, 2025, 10:48 AM