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Sankey diagram of Ford Motor Company. A complete text table follows the diagram.
The combustion portfolio and commercial ecosystem create the profit pool while the EV unit remains a deliberate cross-subsidy
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The diagram is a segment profit-pool map, not a revenue waterfall. Ford Credit is measured on an EBT basis while the automotive segments are EBIT, matching management's segment presentation. Model e is shown as a use of the positive segment profit pool to make the strategic cross-subsidy explicit.
Labels and narrative explain the filing. A category marked “arithmetic bridge” or “residual” is calculated from reported totals, rather than a separately reported line.
| Category | Stage | Value | Notes |
|---|---|---|---|
| Ford Blue | 1 | $1.9B | Combustion and hybrid portfolio; EBIT up $1.85B |
| Ford Pro | 1 | $1.7B | Commercial vehicles, software and services |
| Ford Credit | 1 | $783M | Financing and leasing; EBT up 35% |
| Legacy, fleet & finance profit pool | 2 | $4.4B | Three engines funding the whole enterprise |
| Net income attributable to Ford | 3 | $2.5B | $0.63 diluted EPS |
| Ford Model e investment | 3 | $777M | EV segment EBIT loss; improved by $72M |
| Corporate Other | 3 | $145M | Unallocated corporate result |
| Company debt interest | 3 | $350M | Excludes Ford Credit funding costs |
| Special items | 3 | $226M | Restructuring and EV program actions |
| Taxes & noncontrolling interests | 3 | $364M | Final reported reconciliation |
| From | To | Value |
|---|---|---|
| Ford Blue | Legacy, fleet & finance profit pool | $1.9B |
| Ford Pro | Legacy, fleet & finance profit pool | $1.7B |
| Ford Credit | Legacy, fleet & finance profit pool | $783M |
| Legacy, fleet & finance profit pool | Net income attributable to Ford | $2.5B |
| Legacy, fleet & finance profit pool | Ford Model e investment | $777M |
| Legacy, fleet & finance profit pool | Corporate Other | $145M |
| Legacy, fleet & finance profit pool | Company debt interest | $350M |
| Legacy, fleet & finance profit pool | Special items | $226M |
| Legacy, fleet & finance profit pool | Taxes & noncontrolling interests | $364M |