Ford Pro posted $66.0B of revenue and $6.8B of EBIT in 2025, driven by higher Transit and Super Duty sales. Management warned of 2026 pressure from supplier (Novelis) issues and evolving European rules that could weigh on costs, production and margins. The print shows a strong 2025 performance but a cautious near-term outlook that could affect Ford's 2026 guidance and stock volatility.
Ford Pro posted $66.0B of revenue and $6.8B of EBIT in 2025, driven by higher Transit and Super Duty sales. Management warned of 2026 pressure from supplier (Novelis) issues and evolving European rules that could weigh on costs, production and margins. The print shows a strong 2025 performance but a cautious near-term outlook that could affect Ford's 2026 guidance and stock volatility.
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