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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产品与营收

产品营收占比

营收构成 ($185B)

静态数据（加载实时财务…）

Ford Pro (Commercial) (38%)

Ford Blue (ICE Vehicles) (42%)

Ford Model e (EV) (8%)

Ford Credit (12%)

业务板块构成与主要客户

产品详情

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.

供应链关系

主要供应商

Albemarle Corporation

Lithium for EV batteries

影响: Critical for EV battery supply

竞争对手

General Motors

Trucks, SUVs, EVs

影响: Primary North American rival

宏观与市场背景

소비재 (경기민감)行业新闻

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%

近期催化剂

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

AI 分析

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企业信息

总部

Dearborn, Michigan, USA

成立时间

1903

员工人数

177,000+

官网

ford.com

行业概况 — 소비재 (경기민감)

行业新闻