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Ford and Stellantis: A Tale of Two Automakers
Ford Motor Company (NYSE: F) reported a $9 billion EBIT from its Ford Pro commercial segment in 2024, achieving an impressive 13.5% EBIT margin. Its Ford Blue segment generated $5.3 billion EBIT at a 5.2% EBIT margin, while its electric vehicle segment, Model-e, recorded losses of $5.1 billion. Ford Pro’s success is partly attributed to a 24% increase in paid subscriptions to 757,000 users in Q2 2025.
Stellantis (NYSE: STLA) faces challenges with a profit drop in 2024 and has suspended its guidance. The company is planning to invest $13 billion to expand U.S. production by 50% and launch five new vehicles to reduce its reliance on imports. However, analysts estimate its factory capacity utilization in Europe and North America at only 50% to 60%, indicating significant operational inefficiencies under new CEO Antonia Filosa.
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