Ford Pro, Ford Motor Company’s commercial fleet solutions unit, drove significant growth in the second quarter, with aftermarket parts and services contributing 17% of EBIT. Their disciplined investment strategy led to market share gains in the US and Europe, with revenues rising 11% year over year to almost $19 billion.

General Motors remains the top-selling automaker in the US with a market share of 17.3% in Q2 2025, driven by strong demand for pickups and SUVs. Meanwhile, Tesla’s US EV market share has dropped below 50%, down from 63% in 2022, due to increased competition.

Ford Pro’s focus on vehicle sales and high-margin services positions it well for sustained growth in the US and Europe. The stock, symbol F, has outperformed the industry year to date, trading at a lower forward P/S ratio and with improving EPS estimates for 2025 and 2026.

Read more at Nasdaq: Will Ford Pro’s Market Share Gains in the US and Europe Continue?