Can Ford Navigate Policy Risks and Protect Europe's Margins?

Key Takeaways Ford's Europe business is anchored in its Pro strategy, with VW van collaboration adding scale value.Ford is leveraging Renault's B-segment EV platform to cut costs and lift Europe EV economics.F warns EU and UK CO2 rules and job concerns will shape future passenger car profits.The core of Ford Motor Company’s (F) European operations continues to be anchored in its Pro strategy, which remains a strong source of profitability, per the company’s fourth-quarter 2025 earnings transcript. The compa ...