Ford Motor Company finds itself navigating a complex financial landscape where its profitable legacy operations are effectively bankrolling an expensive transition into electric vehicles. The automotive giant’s latest financial results reveal a tale of two companies: one generating substantial earnings from traditional sources, while another consumes billions in pursuit of electric mobility.
The standout performer in Ford’s portfolio has unquestionably been its Ford Pro segment, which serves commercial clients and provides associated services. This division delivered an impressive $5.6 billion in operating profit during the first three quarters of 2025, demonstrating remarkable financial strength. These earnings have become crucial to Ford’s overall stability, not only covering losses elsewhere but contributing meaningful surplus capital.
Electric Vehicle Unit Weighs on Performance
Contrasting sharply with Ford Pro’s success, the company’s Model e electric vehicle division reported substantial financial challenges. Through the initial nine months of 2025, the EV operation recorded a staggering $3.6 billion operating loss. This deficit actually surpassed the $2.3 billion profit generated by Ford Blue, the division responsible for internal combustion engine vehicles. The figures highlight a concerning dynamic where Ford’s conventional automotive business is effectively subsidizing its electric future.
Should investors sell immediately? Or is it worth buying Ford?
Market Experts Maintain Cautious Stance
Financial analysts have responded to these mixed results with measured optimism. The prevailing consensus recommendation currently stands at “Hold,” with an average price target of $11.73—positioned slightly below recent trading levels. Earlier in March 2025, both JPMorgan and Piper Sandler had already downwardly revised their assessments, citing the substantial expenses associated with Ford’s electric vehicle initiatives and slower-than-anticipated market penetration.
Recent weeks have shown some modest recovery in Ford’s share price, suggesting investors may see potential value. However, the central question remains whether the automaker can successfully execute its electric vehicle transition before ongoing losses begin to undermine the company’s profitable foundation. The path forward requires careful navigation between present profitability and future ambition.
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