Ford Motor Co
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Ford Motor has 18 disclosed suppliers and 5 disclosed customers in SEC filings.
Ford Motor Co
12.22
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+3.43%
vs ±4.9% implied · ×0.69
shaded = implied · ▲▼ = realized
SentenceSales 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.
basisDCH FY2025 revenue $5.8BF FY2025 revenue $187B
SentenceIn 2025, 2024, and 2023, our sales to Ford, a powered vehicles OEM, accounted for approximately 12%, 15%, and 13%, of total net sales, respectively.
basisFOXF FY2025 revenue $1.5BF FY2025 revenue $187BFY mismatch
SentenceIn 2025, 2024 and 2023, our sales to Ford Motor Company ("Ford"), our third largest customer, were 11%, 10%, and 9%, respectively, of our total sales.
basisGTX FY2025 revenue $3.6BF FY2025 revenue $187B
TableProduct revenues by OEM, as a percentage of total Product revenues, for each of the past three years were as follows
| 2025 | 2024 | 2023 | |
|---|---|---|---|
| Ford Motor Company | 8% | 9% | 7% |
basisTHRM FY2025 revenue $1.5BF FY2025 revenue $187B
SentenceIn 2025, our top five customers were Volvo, PACCAR, Traton, Daimler Truck and Ford, which comprised 18%, 15%, 11%, 7% and 6% of our net sales, respectively.
basisSRI FY2025 revenue $861MF FY2025 revenue $187B
SentenceAdient 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.
SentenceCustomer
% 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
SentenceOur 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.
SentenceSince December 2017, Avanci has primarily focused on the automotive market, and has signed patent license agreements with BMW Group, Audi, Ford, Toyota, BYD, and Volvo Cars, among others, collectively representing over 80% of annual connected car shipments.
SentenceSeveral 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.
SentenceNovelis is a major aluminum supplier to Ford, and since the initial fire occurred, we have been working closely with Novelis to address the situation and exploring potential alternative sources of aluminum.
F 10-Kaccession 0000037996-26-000015
SentenceWe also sell light-duty vehicles (Class 3 and under) at several of our Ford dealerships.
RUSHA 10-Kaccession 0001437749-26-005424RUSHA
Expected move
No implied move.