Ford's F-Series Trucks Account for 90% of Profits
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Source: Fool
- Profit Source Analysis: Ford's F-Series trucks account for an astonishing 90% of the company's global profits, highlighting the critical role of the F-150 in maintaining financial health despite the automaker's diverse portfolio of around 20 models.
- Production Disruption Impact: A fire at a supplier's plant has severely disrupted aluminum production for the F-150, potentially costing Ford up to $2 billion, with recovery expected to be uneven and delayed into 2026.
- Sales Decline Situation: In the first quarter of 2023, F-Series sales in the U.S. dropped by 16% year-over-year, while competitors like GM and Stellantis reported stable or increased sales, indicating heightened market pressure on Ford.
- Response Measures: In response to these challenges, Ford is skipping its traditional summer shutdown and adding a third shift at its F-150 production sites, demonstrating a strong commitment to recovering lost market share as quickly as possible.
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Analyst Views on F
Wall Street analysts forecast F stock price to rise
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 12.400
Low
11.00
Averages
13.65
High
16.00
Current: 12.400
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Executive Departure Impact: The exit of Doug Field, Ford's Chief EV, Digital, and Design Officer, comes at a time when the company is striving to enhance its core business and reduce material and warranty costs, potentially hindering the execution of its EV strategy.
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