Ford Motor Company (F)

Ford operates across both traditional internal combustion vehicles and newer electric-vehicle technologies. In 2022, the company announced a structure that separates key business priorities inside Ford Motor: Ford Blue focuses on combustion and hybrid vehicles, while Ford Model e concentrates on battery-electric vehicles, software, and connected digital capabilities. The company also serves fleet and commercial customers through Ford Pro, which combines vehicles, financing, charging, service, and telematics for business users.

The United States is Ford’s most important market, accounting for about 65% of total company revenue in 2025. The company holds more than 13% market share in the US, about 10% in the UK, and just over 1% in China when including Taiwan and unconsolidated affiliates. Its global operations involve manufacturing, supply chains, dealer networks, financing activities, and aftersales service.

Ford employs around 169,000 people, including approximately 56,300 represented by the United Auto Workers union. Its investment case is shaped by the balance between cash generation from established truck, SUV, and commercial vehicle franchises and the capital required to compete in electrification, software-defined vehicles, and changing global auto markets.