Yahoo Financeยท2025-10-26 19:00Group 1: Ford Motor Company Overview - Ford Motor Company operates in three business segments: Ford Blue (gas-powered and hybrid vehicles), Model-e (electric vehicles), and Ford Pro (commercial business) [2] - Ford Blue generated $5.3 billion in EBIT with a 5.2% EBIT margin, while Model-e incurred a loss of $5.1 billion; Ford Pro achieved $9 billion in EBIT with a 13.5% EBIT margin [3] Group 2: Performance and Growth - Ford Pro significantly outperformed other segments, generating more earnings at over double the EBIT margins, supported by software and physical services contributing 17% of its EBIT [4] - Ford Pro's paid subscriptions increased by 24% year-over-year, reaching 757,000 in the second quarter of 2025 [4] Group 3: Investment Strategy - The investment strategy for Ford involves maintaining Ford Blue's stability while leveraging Ford Pro's higher margins and aiming to turn Model-e's losses into profits [5] - Ford offers a generous 5% dividend yield and typically provides a supplemental dividend annually with excess cash flow [5] Group 4: Stellantis Challenges - Stellantis faces significant challenges in its turnaround efforts under newly appointed CEO Antonia Filosa, with concerns about its over 7% dividend yield being misleading [7]