Ford Motor(US:F) 智通财经网·2026-02-12 02:55Core Viewpoint - Ford Motor Company plans to launch five new models priced below $40,000 by 2030 to address affordability issues and enhance profit growth, as the average cost of new cars in the U.S. has surpassed $50,000 [1][2] Group 1: New Model Launches - The first of the lower-priced models will be a four-door electric pickup, set to debut in 2027, followed by additional fuel and electric models [1] - Ford currently offers two models under $40,000: the Maverick pickup and the Bronco Sport SUV [1] - An additional high-value electric model and an economical fuel pickup will be produced based on the same platform as the upcoming electric pickup, with production starting in Tennessee in 2029 [2] Group 2: Market Context and Strategy - The North American automotive industry is facing an affordability crisis, pushing traditional buyers out of the new car market and leading to extended loan terms [1] - Ford's average transaction price in December was $55,596, reflecting its focus on higher-priced trucks and SUVs [2] - The company aims to expand its market coverage through a broader range of affordable trucks and SUVs, utilizing various powertrain options [2] Group 3: Financial Outlook - Ford expects adjusted EBIT to reach $8 billion to $10 billion in 2026, up from $6.8 billion in 2025, slightly above Wall Street analysts' average expectations [2] - Investors anticipate further profit recovery due to Ford's strategy of producing more high-margin SUVs and pickups, aided by regulatory changes that eliminate certain penalties [3] - Despite significant costs in its electric vehicle business, Ford is shifting focus back to traditional fuel vehicles and hybrids, which have historically been its strengths [3]