### Ford Makes Strategic Moves to Strengthen Market Position Amid Growing Competition

Ford has strategically restructured and streamlined its business units to enhance competitive advantages, particularly in key areas like Ford Pro, international operations, software, and next-generation electric vehicles, according to a statement by Ford President and CEO Jim Farley. Farley emphasized that these efforts are aimed at improving cost efficiency and quality, which are critical focuses for the company moving forward.

As part of its Ford+ plan, the company has segmented its operations into three distinct units: Ford Blue, which handles the traditional gas-powered vehicles; Ford Model e, dedicated to electric vehicles (EVs); and Ford Pro, which covers commercial and super duty trucks. This restructuring aims to better address the evolving market demands and enhance growth in specific segments.

Analysts have set their expectations for Ford’s performance in the third quarter as follows:

- **Ford Blue**: $26.2 billion in revenue and $1.627 billion in EBIT.
- **Ford Model e**: $1.2 billion in revenue and a loss of $1.224 billion in EBIT.
- **Ford Pro**: $15.7 billion in revenue and $1.814 billion in EBIT.

Ford has adjusted its forecast for the full-year loss in its Model e unit to approximately $5 billion, down from the earlier projection of $5.5 billion. This adjustment reflects a slight improvement in the company's outlook for its electric vehicle division.

In the third quarter, Ford reported a 4.3% increase in U.S. deliveries year-over-year, amounting to 504,039 vehicles. However, this figure represents a decrease compared to the 536,050 vehicles delivered in the previous quarter. Notably, Ford’s EV sales have seen a 12% year-over-year increase, driven by the popularity of models like the Ford Lightning pickup and the Ford E-Transit van. Additionally, Ford's hybrid vehicles, led by the Maverick pickup, have surged by 38% in the same period.

In comparison, General Motors (GM) has consistently raised its financial guidance each quarter this year and now anticipates an adjusted EBIT of $14 billion to $15 billion. Over the past year, GM also announced significant share buybacks and repurchases totaling $16 billion, a strategy Ford has not yet pursued. Furthermore, GM expects to achieve profitability in its EV segment by the end of the year, while Ford projects that its electric vehicle segment will reach profitability with the introduction of its second-generation EVs. Ford plans to provide a comprehensive update on its EV business outlook and profitability in the first half of next year.