Key Points
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Ford Motor Company (NYSE: F) reported record revenue of $187.3 billion for 2025, marking its fifth consecutive year of growth.
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Ford’s U.S. market share increased to 13.2%, up 0.6 percentage points, its best performance since 2019.
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Ford Pro generated $6.8 billion in earnings before interest and taxes (EBIT) at a 10.3% margin, contributing significantly to the company’s profitability.
Ford Motor Company’s stock has shown minimal growth of only 9% over the past three years, in contrast to General Motors, which nearly doubled in that time. However, Ford achieved its highest revenue ever in 2025 and is shifting its focus back to more profitable gasoline-powered vehicles amid market development for electric vehicles (EVs). Despite challenges in EV divisions, Ford’s strategic pivot could enhance profitability in the coming years.
Ford’s cost reduction efforts yielded $1.5 billion, exceeding initial targets, and its performance trims accounted for 20% of the sales mix. The F-Series continues to be market leaders, with over 8% sales growth in 2025. As Ford builds on these successes, including the strong performance of Ford Pro, which saw a notable increase in paid subscriptions, investor confidence may grow.
