Ford Revamps EV Strategy with Profit Focus Amid Market Rally
Ford Motor Co. (F) is silencing critics of its delayed electric vehicle transition with a recalibrated strategy that balances electrification ambitions against profitability demands. The automaker's shares hover NEAR 52-week highs, yet maintain an attractive valuation at 10.3x forward P/E—a compelling entry point for investors.
The company's decisive capital reallocation from speculative EV projects to its cash-cow Ford Pro division signals disciplined execution. CEO Jim Farley's Q2 earnings commentary revealed this pivot, emphasizing earnings growth without abandoning long-term EV investments. Ford's hybrid approach—leveraging legacy profitability while funding future mobility—could redefine auto sector investment theses.