Ford Motor Company

NYSE:F Stock Report

Market Cap: US$51.6b

Ford Motor Management

Management criteria checks 3/4

Ford Motor's CEO is Jim Farley, appointed in Oct 2020, has a tenure of 5.08 years. total yearly compensation is $24.86M, comprised of 6.8% salary and 93.2% bonuses, including company stock and options. directly owns 0.089% of the company’s shares, worth $45.93M. The average tenure of the management team and the board of directors is 4.3 years and 9.1 years respectively.

Key information

Jim Farley

Chief executive officer

US$24.9m

Total compensation

CEO salary percentage6.84%
CEO tenure5.1yrs
CEO ownership0.09%
Management average tenure4.3yrs
Board average tenure9.1yrs

Recent management updates

Recent updates

Ford: Supplemental Dividends Unlikely - Headwinds Pose Minimal Risks

Nov 26

Ford Motor (NYSE:F) Has Announced A Dividend Of $0.15

Oct 28
Ford Motor (NYSE:F) Has Announced A Dividend Of $0.15

Ford Motor (NYSE:F) Will Pay A Dividend Of $0.15

Aug 03
Ford Motor (NYSE:F) Will Pay A Dividend Of $0.15

Ford Motor Company's (NYSE:F) Price Is Right But Growth Is Lacking

Jul 29
Ford Motor Company's (NYSE:F) Price Is Right But Growth Is Lacking

Ford Motor's (NYSE:F) Promising Earnings May Rest On Soft Foundations

May 17
Ford Motor's (NYSE:F) Promising Earnings May Rest On Soft Foundations

Ford Motor's (NYSE:F) Dividend Will Be $0.15

May 08
Ford Motor's (NYSE:F) Dividend Will Be $0.15

Ford Motor Is A Stock To Rent, Not Own

Apr 21

Ford: Rapid Downward EPS Revisions Can Become A Self-Fulfilling Prophecy

Apr 15

Ford: Dirt-Cheap, EV Potential, And A Solid Yield On Top

Mar 31

Ford: Tariffs And EV Losses - A Likely Road To Decline

Mar 21

Ford Is Firing On All Cylinders, Expecting Strong Growth

Mar 15

Ford Motor: Inventory Doesn't Lie

Feb 23

Ford Has The Product Lineup To Do Alright Regardless Of Fed Interest Rate Trajectory

Feb 01

When Should You Buy Ford Motor Company (NYSE:F)?

Jan 15
When Should You Buy Ford Motor Company (NYSE:F)?

Ford Motor Company: Cash Flow Supports Dividend (Rating Upgrade)

Jan 13

Ford: Don't Fall For This Dividend Play

Dec 20

Ford Facing Battery-Electric Roadblocks: Time To Consider BYD?

Dec 09

Ford: The Hidden Red Flag, And How You'll Know It's Turned The Corner

Dec 01

Ford: A Cut In EV Tax Incentives Could Shift This Stock Into Reverse

Nov 25
User avatar

Narrative update from Bailey Pemberton

Ford Pro Segment (Commercial): Q3 2024 revenue of $15.66B, up 13.2% compared to $13.83B in Q3 2023.EBIT comes in at 1.81B, at a margin of 11.6%. A slight drop in EBIT margin from 12% a year ago due to

The Market Overreacts, I Am Buying Ford's 17% Earnings Yield

Oct 30

The Ford Motor Absurdity: Yield Exceeds P/E

Oct 18

Ford Is Taking The China Threat Seriously

Oct 02

Ford Faces Challenges: Will It Rebound?

Sep 18

After Recent Drop, Ford Looks Like A Good Value And Income Bet

Sep 06

Ford Drops Big 3-Row Electric SUV, Investors Must Question Whether Dividend Is Safe

Aug 22

Ford: Deep Value Or Value Trap

Aug 06

Ford: Why I Am Bullish Despite Increased Warranty Claims

Jul 25

Ford's Path To Competitive Returns

Jul 14

Ford May Find Strength In Pro As It Faces Macro Headwinds

Jul 08

Ford: Too Many Bad Developments Vs. The Few Bright Spots

Jul 02

Ford: A 10% Free Cash Flow Yield And Subdued P/E Make It A Buy

Jun 24

CEO Compensation Analysis

How has Jim Farley's remuneration changed compared to Ford Motor's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

US$5b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$5b

Dec 31 2024US$25mUS$2m

US$6b

Sep 30 2024n/an/a

US$4b

Jun 30 2024n/an/a

US$4b

Mar 31 2024n/an/a

US$4b

Dec 31 2023US$26mUS$2m

US$4b

Sep 30 2023n/an/a

US$6b

Jun 30 2023n/an/a

US$4b

Mar 31 2023n/an/a

US$3b

Dec 31 2022US$21mUS$2m

-US$2b

Sep 30 2022n/an/a

US$9b

Jun 30 2022n/an/a

US$12b

Mar 31 2022n/an/a

US$12b

Dec 31 2021US$23mUS$2m

US$18b

Sep 30 2021n/an/a

US$3b

Jun 30 2021n/an/a

US$3b

Mar 31 2021n/an/a

US$4b

Dec 31 2020US$12mUS$1m

-US$1b

Sep 30 2020n/an/a

-US$163m

Jun 30 2020n/an/a

-US$2b

Mar 31 2020n/an/a

-US$3b

Dec 31 2019US$8mUS$1m

US$47m

Sep 30 2019n/an/a

US$2b

Jun 30 2019n/an/a

US$2b

Mar 31 2019n/an/a

US$3b

Dec 31 2018US$6mUS$1m

US$4b

Compensation vs Market: Jim's total compensation ($USD24.86M) is above average for companies of similar size in the US market ($USD13.47M).

Compensation vs Earnings: Jim's compensation has been consistent with company performance over the past year.


CEO

Jim Farley (63 yo)

5.1yrs
Tenure
US$24,861,866
Compensation

Mr. James Duncan Farley, Jr. also known as Jim, serves as President, Chief Executive Officer and Director at Ford Motor Company since October 1, 2020. He served as Chief Operating Officer at Ford Motor Com...


Leadership Team

NamePositionTenureCompensationOwnership
William Ford
Executive Chairman37.8yrsUS$20.38m0.49%
$ 254.4m
James Farley
President5.1yrsUS$24.86m0.089%
$ 45.9m
John Field
Chief EV4.2yrsUS$15.54m0.035%
$ 18.1m
Sherry House
Chief Financial Officerless than a yearno data0.0045%
$ 2.3m
Ashwani Galhotra
Chief Operating Officer2.1yrsUS$8.17m0.032%
$ 16.4m
Kyle Crockett
Chief Accounting Officerless than a yearno datano data
Lynn Tyson
Chief Investor Relations Officer8.1yrsno datano data
Steven Croley
Chief Policy Officer & General Counsel4.3yrsno data0.0051%
$ 2.6m
Beth Rose
Chief Complianceno datano datano data
Mark Truby
Chief Communications Officer8.5yrsno datano data
Lisa Materazzo
Global Chief Marketing Officer2.2yrsno datano data
Douglas Power
Vice President of Corporate Development4.4yrsno datano data
4.3yrs
Average Tenure
59yo
Average Age

Experienced Management: F's management team is considered experienced (4.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
William Ford
Executive Chairman37.8yrsUS$20.38m0.49%
$ 254.4m
James Farley
President5.1yrsUS$24.86m0.089%
$ 45.9m
Jim Dobleske
Chairman & CEO of Ford Landno datano datano data
William Helman
Independent Director14.8yrsUS$353.11k0.0075%
$ 3.9m
William Kennard
Independent Director10.8yrsUS$399.68k0%
$ 0
John Thornton
Lead Independent Director29.8yrsUS$389.60k0.011%
$ 5.8m
Kimberly Casiano
Independent Director21.9yrsUS$337.57k0.00020%
$ 103.3k
John Weinberg
Independent Director9.1yrsUS$350.02k0.0049%
$ 2.6m
John Veihmeyer
Independent Director7.9yrsUS$408.85k0.0035%
$ 1.8m
Lynn M. Radakovich
Independent Director8.6yrsUS$419.86k0%
$ 0
Jon Huntsman
Director5.1yrsUS$383.40k0.0054%
$ 2.8m
John Lawler
Vice Chair1.4yrsUS$9.37m0.029%
$ 14.9m
9.1yrs
Average Tenure
68yo
Average Age

Experienced Board: F's board of directors are considered experienced (9.1 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/25 17:49
End of Day Share Price 2025/11/25 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ford Motor Company is covered by 45 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
William SeleskyArgus Research Company
Dan LevyBarclays
Adrian YanoshikBerenberg