| Stage | GM | % of rev | F | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $50.0B | 100.00% | $49.5B | 100.00% | GM ×1.01 |
| Gross profit | $9.3B | 18.55% | $7.4B | 14.90% | GM +3.6pp |
| Operating income | $3.6B | 7.19% | $1.5B | 2.94% | GM +4.3pp |
| Pre-tax income | $3.9B | 7.88% | $2.1B | 4.33% | GM +3.6pp |
| Net income | $3.4B | 6.75% | $2.0B | 4.14% | GM +2.6pp |
| Stage | GM | F | Gap · A − B |
|---|---|---|---|
| Revenue | $50.0B100.00% | $49.5B100.00% | GM ×1.01 |
| Gross profit | 18.55%$9.3B | 14.90%$7.4B | GM +3.6pp |
| Operating income | 7.19%$3.6B | 2.94%$1.5B | GM +4.3pp |
| Pre-tax income | 7.88%$3.9B | 4.33%$2.1B | GM +3.6pp |
| Net income | 6.75% |
| 4.14%$2.0B |
| GM +2.6pp |
GM · BWA 10-KFeb 6 '25
“All three of our primary North American customers, Ford, Stellantis, and General Motors, have major union contracts with the International Union, United Automobile, Aerospace and Agricultural Implement Workers of America (or "UAW").”
F · BWA 10-KFeb 6 '25
“Our worldwide sales in 2024 to Ford and Volkswagen constituted approximately 13% and 10% of our 2024 consolidated net sales, respectively.”
GM · ALV 10-KFeb 20 '25
“Customer % of Autoliv sales % of Global LVP 1) VW 9.2 % 10.0 % Toyota 9.1 % 12.1 % Stellantis 9.1 % 5.9 % Honda 8.7 % 4.4 % Hyundai 7.6 % 8.4 % Ford 6.8 % 4.1 % General Motors 5.6 % 4.7 % Nissan 5.4 % 4.7 % Mercedes 5.2 % 2.7 % Major EV maker 4.5 % 2.0 % 1) Source: S&P Global January 2025”
F · ALV 10-KFeb 20 '25
“Customer % of Autoliv sales % of Global LVP 1) VW 9.2 % 10.0 % Toyota 9.1 % 12.1 % Stellantis 9.1 % 5.9 % Honda 8.7 % 4.4 % Hyundai 7.6 % 8.4 % Ford 6.8 % 4.1 % General Motors 5.6 % 4.7 % Nissan 5.4 % 4.7 % Mercedes 5.2 % 2.7 % Major EV maker 4.5 % 2.0 % 1) Source: S&P Global January 2025”
GM · THO 10-KSep 22 '26
“Class C and Class B motorhomes are generally built on a Ford, General Motors or Mercedes-Benz small truck or van chassis, which includes an engine, drivetrain components and a finished cab section.”
F · THO 10-KSep 22 '26
“Within North America, Class A motorhomes, generally constructed on medium-duty truck chassis, are supplied complete with engine and drivetrain components by motor vehicle manufacturers such as Ford, Freightliner and The Shyft Group.”
GM · DAN 10-KFeb 20 '25
“General Motors Company”
F · DAN 10-KFeb 20 '25
“Ford Motor Company”
GM · VC 10-KFeb 18 '25
“Ford and General Motors are the Company's largest customers as a percentage of sales.”
F · VC 10-KFeb 19 '26
“Ford and General Motors are the Company's largest customers as a percentage of sales.”
GM · BLBD 10-KNov 24 '25
“This is a smaller bus than the Type C or Type D bus and is produced on a traditional chassis provided by either Ford or GM or on an electric chassis produced by a Micro Bird subsidiary.”
F · BLBD 10-KNov 24 '25
“Propane and gasoline engines and transmissions Ford Motor Company”
GM · ADNT 10-KNov 18 '25
“Adient is a supplier to all of the global OEMs and has longstanding relationships with premier automotive manufacturers, including BMW, Mercedes-Benz Group, Ford Motor Company, General Motors Company, Honda Motor Company, Hyundai Motor Company, Jaguar Land Rover, Kia Corporation, Mazda Motor Corporation, Mitsubishi Motor Corporation, Nissan Motor Corporation, Renault Group, Stellantis N.V., Suzuki Motor Corporation, Toyota Motor Corporation, Volkswagen Group and Volvo Car Group.”
F · ADNT 10-KNov 18 '25
“Adient is a supplier to all of the global OEMs and has longstanding relationships with premier automotive manufacturers, including BMW, Mercedes-Benz Group, Ford Motor Company, General Motors Company, Honda Motor Company, Hyundai Motor Company, Jaguar Land Rover, Kia Corporation, Mazda Motor Corporation, Mitsubishi Motor Corporation, Nissan Motor Corporation, Renault Group, Stellantis N.V., Suzuki Motor Corporation, Toyota Motor Corporation, Volkswagen Group and Volvo Car Group.”
GM · DCH 10-KFeb 13 '26
“Sales to GM were approximately 44% of our consolidated net sales in 2025, 42% in 2024, and 39% in 2023.”
F · DCH 10-KFeb 13 '26
“Sales to Ford accounted for approximately 15% of our consolidated net sales in 2025, 13% in 2024, and 12% in 2023, and sales to Stellantis were approximately 13% of our consolidated net sales in both 2025 and 2024, and 16% in 2023.”
GM · THRM 10-KFeb 19 '26
“Our products supplied to General Motors and Volkswagen each represented 12% of our product revenues for the year ended December 31, 2025.”
F · THRM 10-KFeb 19 '26
“Ford Motor Company 8 % 9 % 7 %”
GM · FOXF 10-KFeb 27 '26
“Our upfitting category leverages our strong partnerships with Ford, General Motors, Jeep, Nissan and RAM, enabling us to obtain truck, van and SUV chassis directly from the manufacturers' facilities.”
F · FOXF 10-KFeb 27 '26
“In 2025, 2024, and 2023, our sales to Ford, a powered vehicles OEM, accounted for approximately 12%, 15%, and 13%, of total net sales, respectively.”
GM · CRNC 10-KNov 20 '25
“Our automotive customers include nearly all major automobile original equipment manufacturers (OEMs) worldwide, including BMW, Mercedes-Benz, the Volkswagen Group (Volkswagen, Audi, Porsche, and other brands), Stellantis, Renault, Toyota, Ford, General Motors, BYD, Great Wall Motor, and NIO.”
F · CRNC 10-KNov 20 '25
“Our automotive customers include nearly all major automobile original equipment manufacturers (OEMs) worldwide, including BMW, Mercedes-Benz, the Volkswagen Group (Volkswagen, Audi, Porsche, and other brands), Stellantis, Renault, Toyota, Ford, General Motors, BYD, Great Wall Motor, and NIO.”
GM · STRT 10-KAug 28 '26
“Several of our largest customers, including Ford, General Motors, and Stellantis, continue to operate in a highly competitive environment characterized by declining market share positions, ongoing electrification strategy adjustments, and efforts to optimize vehicle inventories and production schedules.”
F · STRT 10-KAug 28 '26
“Several of our largest customers, including Ford, General Motors, and Stellantis, continue to operate in a highly competitive environment characterized by declining market share positions, ongoing electrification strategy adjustments, and efforts to optimize vehicle inventories and production schedules.”
GM · UHAL 10-KMay 27 '26
“Over the last 30 years, we have purchased the majority of our rental trucks from Ford Motor Company and General Motors Corporation.”
F · UHAL 10-KMay 27 '26
“Over the last 30 years, we have purchased the majority of our rental trucks from Ford Motor Company and General Motors Corporation.”
GM · PAMT 10-KMar 12 '26
“Our largest customer, General Motors Company, accounted for approximately 14% of our revenue.”
F · PAMT 10-KMar 12 '26
“Ford Motor Company accounted for approximately 9%, 9% and 5% of our revenues in 2025, 2024 and 2023, respectively.”