Ford Motor Company

Fleader

Ford Motor Company designs and manufactures automobiles and commercial vehicles. The F-Series truck franchise is the highest-revenue vehicle line in the US. Ford is investing $50B+ in EV and battery manufacturing through 2026 while maintaining ICE profitability.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($185B)

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Ford Pro (Commercial) (38%)

Ford Blue (ICE Vehicles) (42%)

Ford Model e (EV) (8%)

Ford Credit (12%)

Segment Breakdown & Key Customers

Product Details

F-Series Trucks38%

Best-selling vehicle in the US for 47 consecutive years. F-150, F-250/350 Super Duty. High-margin flagship lineup generating ~40% of Ford's profits.

Ford Maverick / Bronco / Explorer22%

Mid-size trucks and SUVs targeting younger buyers and adventure segments.

Ford Pro (Commercial Vehicles)20%

Transit vans, F-Series Pro, and fleet services for commercial customers. Fastest growing segment with software subscriptions.

Ford Model e (EV)8%

Mustang Mach-E, F-150 Lightning, and E-Transit electric vehicles. Currently running at a loss (~$5B EBIT loss in 2024) while scaling.

Ford Credit (Financial Services)12%

Auto lending and leasing arm. $2.5B+ in annual EBT contribution.

Supply Chain Relationships

Key Suppliers

Albemarle Corporation

Lithium for EV batteries

Impact: Critical for EV battery supply

Competitors

General Motors

Trucks, SUVs, EVs

Impact: Primary North American rival

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

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AI Analysis

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Company Info

Headquarters

Dearborn, Michigan, USA

Founded

1903

Employees

177,000+

Website

ford.com

Sector Overview — 소비재 (경기민감)

Sector News