AutomakerNYSE: F

Ford Motor Company

40Mixed / Improving

Dearborn, MI, USAFounded 19030 followers

www.ford.com

US automaker producing the F-150 Lightning and Mustang Mach-E EVs via its Ford Model e division while still deriving the bulk of earnings from ICE F-Series trucks.

Green Score

40/100
Mixed / Improving
Greenwashing risk
high
Data confidence
high
Method
how it is calculated
Climate Impact & Solution35%28

Does the core business genuinely avoid or reduce emissions, or build climate resilience? Share of revenue that is actually 'green'. Fossil-dependent models score low.

Ford's core profit engine remains high-emitting ICE trucks (F-Series ranked #1 best-selling truck for 47 consecutive years); EV volumes (178,000 in FY2025) are a tiny fraction of its ICE fleet, and the cancellation of the three-row electric SUV program with BlueOval City pivoting to gas trucks signals a structural retreat from decarbonisation.

Decarbonization & Targets20%58

Credible, science-based targets (SBTi), a real net-zero plan with progress to date, and CDP disclosure — not just a dated press release.

Ford holds SBTi-validated Scope 1 & 2 targets (76% absolute reduction by 2035 vs. 2017 baseline) and a 2050 carbon-neutrality goal, backed by CDP 'A' scores for climate and water, but Scope 3 supply-chain targets are lagging peers (VW, BMW) and the company's own board blocked a shareholder proposal for more detailed supply-chain GHG alignment reporting.

ESG & Operations15%52

Operational footprint, labour and social practices, and governance quality across the company's own operations and supply chain.

Ford publishes an integrated sustainability and financial report under GRI/SASB/TCFD standards, has reduced freshwater use 76.2% since 2000, committed to living wages in its supply chain, and launched a Cologne EV Center as its first carbon-neutral plant; however, an all-time record 111 recalls in 2025 and persistent quality-control failures indicate social/governance weaknesses.

Transparency & Verification15%65

Quality of disclosure, independent third-party verification, and how much hard data backs the company's claims.

Ford provides CDP climate and water questionnaire responses, issues annual Integrated Sustainability and Financial Reports (GRI, SASB, TCFD aligned) with limited Scope 1 & 2 third-party assurance, earned a CPA-Zicklin 'Trendsetter' rating (92.9%) for political/lobbying disclosure, and issued a $4.21B green bond with a public allocation report — solid but Scope 3 verification remains incomplete.

Integrity15%45

Controversies, litigation, pollution, fossil-fuel lobbying, conflict-zone involvement and governance scandals. Higher means cleaner.

Ford's board rejected a shareholder proposal for greater supply-chain emissions alignment disclosure, cancelled major EV programs (taking $17.4B in special charges in 2025 including Model e asset impairments), set an all-time industry record for vehicle recalls (111 in 2025), and faces ongoing investor criticism for lagging peers on low-carbon steel procurement commitments.

F· NYSE
USD 13.99▲ 25.36%

Updated 7/21/2026

Why it's on ClimateTicker

Ford is transitioning toward EVs via its Model e division (F-150 Lightning, Mustang Mach-E) and holds SBTi-validated targets plus consecutive CDP 'A' ratings, signalling genuine institutional effort. However, the core business still overwhelmingly profits from ICE F-Series trucks, Model e has lost roughly $15B since 2022, and Ford cancelled its all-electric three-row SUV program in 2025, redirecting BlueOval City to gas trucks — signalling a strategic retreat from full electrification. The gap between green marketing and actual revenue mix warrants a medium-to-high greenwashing risk flag.

laggardFord earns the vast majority of its profit from ICE/hybrid F-Series trucks and commercial vans (Ford Blue and Ford Pro segments), while its Ford Model e EV division remains deeply unprofitable, losing ~$5.1B in 2024 and ~$27,000 per EV sold in 2025.

Commitments & Certifications

Controversy & Greenwashing Watch

highEV Program Cancellations & $17.4B Special Charges

Ford recorded $17.4B in pre-tax special item charges in FY2025, primarily from Model e asset impairments and EV program cancellations including its all-electric three-row SUV, with BlueOval City repurposed for gas trucks — a material strategic reversal on electrification.sec.gov

mediumCumulative Model e Losses (~$15B+, 2022–2025)

Ford's EV division lost $4.7B in 2023, $5.1B in 2024, and lost approximately $27,000 per EV sold in 2025, raising investor questions about whether the EV strategy is commercially viable or merely a compliance and marketing exercise.thestarnewsnetwork.com

highAll-Time Record Vehicle Recalls (111 in 2025)

Ford set an all-time industry record with 111 vehicle recalls issued by September 2025, reflecting a serious collapse in quality control that also raises governance and product safety concerns.lemonlawhelp.com

mediumLagging Low-Carbon Steel Procurement vs. Peers

An SEC-filed shareholder analysis found Ford lags VW and BMW on supply-chain GHG targets and has not disclosed progress on its 2022 low-carbon steel MoUs, creating material execution risk for its 2050 net-zero commitment.sec.gov

mediumBoard Blocks Supply-Chain Emissions Disclosure Proposal

Ford's board recommended shareholders reject a 2025 proposal by Green Century Capital Management requiring disclosure of whether supply-chain GHG efforts align with the company's net-zero goals, citing adequacy of existing reporting.esgdive.com

Related News

Community Reviews

No reviews yet. Be the first to share your experience!

ClimateTicker assessments are evidence-based research, not investment advice. Companies and readers can challenge a factual claim or submit better evidence.