Ford Motor Company

CEO Jim Farley has clarified strategy around a profitable core (trucks, vans, fleets, software) and course‑corrected the EV path. New CFO Sherry House (effective Feb. 6, 2025) is emphasizing cost discipline, capital efficiency and quality improvements.

The Ford family retains control via Class B shares representing roughly 40 percent of voting power, aligning for long‑term stewardship but reducing outside influence. Execution on quality, warranty cost reduction and on‑time launches is the litmus test.

Recent impairments show willingness to cut losses, but sustained margin lift is needed to raise confidence.