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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製品と売上

製品別売上シェア

売上内訳 ($185B)

静的データ（リアルタイム財務ロード中…）

Ford Pro (Commercial) (38%)

Ford Blue (ICE Vehicles) (42%)

Ford Model e (EV) (8%)

Ford Credit (12%)

セグメント構成と主要顧客

製品詳細

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.

サプライチェーン関係

主要サプライヤー

Albemarle Corporation

Lithium for EV batteries

影響: Critical for EV battery supply

競合他社

General Motors

Trucks, SUVs, EVs

影響: Primary North American rival

マクロ・市場概況

소비재 (경기민감)セクターニュース

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%

次の主要イベント

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

AI分析

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企業情報

本社所在地

Dearborn, Michigan, USA

設立

1903

従業員数

177,000+

ウェブサイト

ford.com

セクター概況 — 소비재 (경기민감)

セクターニュース