Is Ford Pro Unit Doing the Heavy Lifting for the Company’s Growth?

From Nasdaq: 2025-06-13 11:04:00

Ford Motor Company reported strong earnings, with Ford Pro segment leading at $1.3 billion EBIT. Ford Blue saw a significant decline to $96 million EBIT, while Model e continued to report losses. Ford Pro holds 40% market share in North America and plans to maintain mid-teens EBIT margins. The segment aims to offer software-defined vehicles and connected services to fleet customers for growth.

Ford Pro provides products and services to commercial customers with popular models like F-150 and Transit Van. The segment offers additional services like fleet management and financing options. Ford Pro currently has 675,000 paid software subscriptions with strong ARPU growth, driving incremental revenues. The segment aims to combine traditional automotive services with software-defined vehicles for sustained growth.

Ford stock has a Zacks Rank of #3 (Hold) with a forward price-to-sales ratio of 0.26, below the industry average. General Motors and Tesla have similar value scores but trade at different ratios. Ford Pro’s success has set a strategic path for Ford’s remaining segments, which plan to follow suit to revive operations and drive growth.



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