I opened the discussion by admitting that I have reversed my long-standing negative view on Ford and General Motors.
Ford is recalling 272,645 vehicles in the U.S. due to a loss of park function, causing the vehicle to roll away and increasing the risk of a crash, the U.S. National Highway Traffic Safety Administration said on Friday.
Tesla, Inc. is the only integrated hardware + software automation Tech company, with significant competitive advantages in the upcoming autonomy tidal wave. It remains a Buy with massive long-term upside. Ford's recent EV pivot highlights legacy automakers' focus on emissions reduction, completely missing the shift toward autonomous mobility solutions. The robotaxi sector is maturing rapidly, evidenced by Waymo's growth, China regulatory approvals, and surging driverless mileage. EVs hold decisive advantages for robotaxis, and Tesla is the best player here.
| Automobiles Industry | Consumer Discretionary Sector | James Duncan Farley Jr. CEO | XFRA Exchange | US3453708600 ISIN |
| US Country | 170,000 Employees | 7 Nov 2025 Last Dividend | 3 Aug 2000 Last Split | 1 Jun 1972 IPO Date |
Ford Motor Company stands as a global leader in the automotive industry, dedicated to developing, delivering, and servicing a broad spectrum of vehicles. These include Ford trucks, commercial vehicles, sports utility vehicles (SUVs), and Lincoln luxury vehicles. With a history dating back to 1903, Ford has established a comprehensive operational network through its segments: Ford Blue, Ford Model e, and Ford Pro; Ford Next; and Ford Credit. The company's global footprint is supported by an extensive network of distributors, dealers, and showrooms, catering not just to individual customers but also to commercial fleets, rental companies, and governmental bodies. Ford's commitment to innovation and customer service is further augmented by its engagement in vehicle financing and leasing, offering a myriad solutions tailored to meet the diverse needs of its global customer base. Operating from its headquarters in Dearborn, Michigan, Ford Motor Company continues to drive forward the boundaries of automotive excellence.
Ford offers a wide range of vehicles, including trucks, commercial cars and vans, sport utility vehicles, and the luxury Lincoln line. These vehicles cater to a diverse clientele, including individual consumers, commercial fleet operations, rental services, and government entities.
The company provides an extensive selection of service parts and accessories, ensuring that customers can maintain and customize their vehicles to their satisfaction. These parts and accessories are distributed through a robust network of dealers and distributors globally.
Engaging in vehicle-related financing and leasing activities, Ford offers retail installment sale contracts for new and used vehicles and direct financing leases for new vehicles. These services are designed to cater to both retail and commercial customers, including leasing companies, government entities, and fleet customers.
Ford extends wholesale loans to dealers to facilitate the purchase of vehicle inventory, and also provides loans for dealership working capital, facility enhancements, real estate purchases, and other dealer-specific projects. This comprehensive financial support ensures that dealers are well-equipped to meet customer demands.