Ford Motor Company

NYSE: F40Mixed / Improving· Provisional

0 followersAutomaker·Dearborn, MI, USA·Founded 1903

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.

40/100

Mixed / Improving· Provisional

ClimateTicker Green Score · how it's calculated

Greenwashing risk: highData confidence: high

F· NYSE

USD 13.99▲ 25.36%

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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

CDP: A (Climate) / A (Water Security) ↗other: Trendsetter — 92.9% ↗SBTi: Targets validated ↗

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.source ↗

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.source ↗

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.source ↗

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.source ↗

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.source ↗

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