CLAIM #24071 · Ford Motor Company (F) · 2025Q2 earnings call · Jul 30, 2025

“Over the past 12 months, aftermarket, which includes parts and software and services, contributed 17% of Pro's EBIT, closing in on that 20% target for next year.”

Jim Farley · CEO

How to check this claim

Look at: Aftermarket (parts, software, services) contribution to Ford Pro segment EBIT, trailing 12 months

It came true if: Aftermarket share of Ford Pro EBIT >= 20%

Where: Ford quarterly earnings release / management commentary on Ford Pro segment (10-Q/10-K or earnings call)

Knowable after: 2026-07-30

In context

“n the call over to Jim. James Duncan Farley: Thank you, Lynn. Hi, everyone. The Ford team delivered a solid second quarter, including a record $50 billion in revenue that underscores the strength of our incredible products and services. Overall, we earned $2.1 billion in adjusted EBIT and delivered another quarter of year-over-year improvement in cost, excluding the impact of tariffs. For the full year, we now expect adjusted EBIT to be between $6.5 billion and $7.5 billion net of tariffs. I want to recognize our team as well as our dealers and our suppliers for working together effectively to drive our business forward around the world. Thank you. Ford Pro, our growth engine best exemplifies our strength this quarter. We have transformed this business by diversifying our revenue streams. Over the past 12 months, aftermarket, which includes parts and software and services, contributed 17% of Pro's EBIT, closing in on that 20% target for next year. These high-margin reoccurring revenues make Ford Pro a less cyclical and more durable business. To accelerate that progress over our multiyear business plan, we are shifting capital towards Pro, partly funded by reallocating the resources on future EV programs. As I hope you saw earlier today, we're pleased to announce that Alicia Boler Davis will be joining Ford as the President of Ford Blue effective -- excuse me, Pro effective October 1st. Alicia is incredibly talented and experienced business leader, and her experience across automotive and technology, logistics and customer experience is exactly the right skill set that we need to accelerate Ford Pro's transformation towards software and services and, of course, greater profitability. Andrew Frick, who has done an excellent job leadi”

Verify independently

SEC filings for F ↗ · Quote is verbatim from the 2025Q2 earnings call.