Ford Pro Posts $6.8B EBIT on $66B Revenue, Plans $2B EV Pickup Upgrade
Ford Pro generated $66 billion revenue and $6.8 billion EBIT with a double-digit margin in 2025, and forecasts $6.5–7.5 billion EBIT in 2026 despite tariffs and production disruptions. Ford will invest nearly $2 billion to upgrade its Louisville plant for a $30 000 electric pickup in 2027, supported by Minth’s $430 million Alabama parts facility.
1. Ford Pro 2025 Performance
Ford Pro segment generated $66 billion in revenue in 2025 and delivered $6.8 billion in EBIT, achieving a double-digit margin. Transit sales rose 6% year over year and Super Duty sales jumped 10%, marking the strongest Super Duty performance in over two decades.
2. 2026 EBIT Forecast
The segment anticipates 2026 EBIT between $6.5 billion and $7.5 billion despite challenges from tariffs, Novelis-related disruptions and a tougher European regulatory environment. Growth drivers include expansion of high-margin service infrastructure and a 30% increase in paid software subscriptions.
3. EV Pickup Plant Upgrade and Supply Chain
Ford plans to invest nearly $2 billion to retrofit its Louisville plant for a midsize electric pickup with a starting price near $30 000 in 2027. Supply chain enhancements will leverage Minth’s $430 million renovation of a 400-acre Alabama mill to produce plastic and aluminum components.