Global automaker and captive lender
Ford Motor Company
Ford earns revenue from passenger vehicles, pickup trucks, commercial vehicles, financing, and services. It sources batteries and European commercial vehicles from external partners and has restructured its battery joint ventures as EV demand has changed.
F Updated Sep 12, 2026 3 AI consumers· 1 recurring
Per the valuechain.wiki graph, Ford Motor Company is directly linked to 7 companies (5 supply, 2 revenue relationships) and reaches 21 companies within two hops; the links are backed by 14 dated sources, 2 of them primary filings (as of 2026-09-12).
Annual return · 2026-09-04'21+137.5%'22-42.2%'23+15.8%'24-13.1%'25+42.3%YTD+15.3%
Ford Motor CompanyFY2025 total revenue of $187.267 billion
▸ Money outSK Innovation (SK On)●Ford Otomotiv Sanayi A.S.●Cintas Corporation●CSX Corporation◐Illinois Tool Works Inc.◐Rockwell Automation, Inc.◐
Financials & Segments
- Total revenue · FY2025 total revenue of $187.267 billion (SEC Form 10-K XBRL)
- Segments · Ford Blue · Ford Model e · Ford Pro · Ford Credit
Revenue from
- United Rentals High confidence
Ford agreed to supply Ford Pro F-150 Lightning trucks and E-Transit vans to United Rentals for its North American rental and company fleets, while the counterparty-specific purchase value was not disclosed.Confirms EN United Rentals Published May 10, 2022: United Rentals Invests in Ford Electric Trucks for North American Fleet - DHL Group Medium confidence· Count 2,400 vehicles · by FY2025 · New Ford Pro electric vans scheduled for DHL's German post and parcel fleet by year-end 2025
DHL deployed Ford Pro E-Transit and E-Transit Custom vans in its German post and parcel operations. Ford was to supply 2,400 new electric vans by the end of 2025.Confirms EN DHL Group Published Jul 24, 2025: Milestone: 2,400 Ford Pro e-vans strengthen the electric delivery fleet of Deutsche Post and DHL in Germany - Ecolab Inc. Medium confidence· Count 1,000 vehicles · by 2025 · Ford electric vehicles to be added to Ecolab's California fleet
Ecolab used Ford Pro F-150 Lightning trucks and Mustang Mach-E SUVs to electrify its North American work fleet. The plan called for 1,000 vehicles to be added to its California fleet by 2025.Confirms EN Ford Motor Company Published Sep 1, 2025: The Proof Is in the Power: 2025 Commercial Electrification Trends
Pays to
- SK Innovation (SK On) High confidence
SK On has been a key battery supplier for Ford's F-150 Lightning and E-Transit range. The companies ended the BlueOval SK joint venture in May 2026, while SK On Tennessee intends to continue the strategic supply relationship for future Ford electrified vehicles.Confirms KO Samsung Securities Published Jun 18, 2026: Rechargeable Batteries 2H 2026 Outlook: U.S. ESS Demand and De-China Supply Chain Opportunities - Ford Otomotiv Sanayi A.S. High confidence
Ford Otosan is Ford's sole supplier of the Transit, Transit Custom, Transit Courier, and Puma for Europe. Ford also owns 41% of the joint venture, but this edge represents the vehicle procurement relationship only. - Cintas Corporation High confidence
Ford uses a nationwide Cintas uniform program for its dealership technicians, with the rental option covering pickup, laundering, inspection, repair, and redelivery. - CSX Corporation Medium confidence
Ford is identified as a CSX customer that reduced freight emissions through highway-to-rail conversions, while customer-specific freight rates and revenue contribution were not disclosed.Confirms EN CSX Published Apr 21, 2023: CSX Announces Customer Environmental Excellence Award Winners - Illinois Tool Works Inc. Medium confidence
Ford receives automotive components and fastening solutions from ITW, whose 2025 CDP response identifies ten ITW businesses supplying Ford but does not disclose the transaction value.Mentions EN Research and Markets Published May 14, 2026: Automotive Fastener Market Research Report 2026-2031Confirms EN Illinois Tool Works Published Sep 18, 2025: Illinois Tool Works Inc. 2025 CDP Corporate Questionnaire - Rockwell Automation, Inc. Medium confidence
Ford selected Rockwell as the automation partner for its Louisville, Kentucky facility and receives Logix controllers, drives, HMIs, and industrial components for body and final assembly, with additional Rockwell content for next-generation truck programs.Confirms EN Rockwell Automation Published Nov 7, 2024: Rockwell Automation Q4 FY2024 Prepared RemarksConfirms EN Rockwell Automation Published Nov 16, 2022: Ford Motor Company Selects Rockwell Automation to Advance Its Electric Vehicle Program
Investments
- BlueOval SK, LLC High confidence· Amount $3.5B · as of FY2025 · Ford's recognized cumulative contributions to BlueOval SK, net of capital returns
Ford invested in BlueOval SK with SK On to build and operate U.S. battery plants, with net recognized contributions of $3.5 billion through year-end 2025. The venture ended in May 2026, Ford's membership interest was redeemed, and Ford took ownership of the two Kentucky plants.Confirms KO Yonhap News Agency Published Jul 30, 2026: SK Innovation Swings to Profit with KRW 3.4873 Trillion in Second-Quarter Operating Income
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| The Coca-Cola Company | lead2 | +11.4 | +10.6 | -4.4 | +8.9 | +15.6 | +27.7 |
| United Rentals | lead1 | +43.3 | +7 | +63.6 | +24 | +15.9 | +25.5 |
| Ecolab Inc. | lead1 | +9.4 | -37.1 | +37.9 | +19.3 | +13.2 | +7 |
| Ford Motor Company | node | +137.5 | -42.2 | +15.8 | -13.1 | +42.3 | +15.3 |
| CSX Corporation | benef1 | +25.7 | -16.6 | +13.5 | -5.6 | +14.1 | +37.5 |
| SK Innovation (SK On) | benef1 | -22.9 | -22.4 | -26.2 | +8.9 | -10.6 | +23.5 |
| Rockwell Automation, Inc. | benef1 | +41.2 | -24.8 | +22.6 | -6.2 | +38.4 | +12.6 |
| Illinois Tool Works Inc. | benef1 | +23.6 | -8.5 | +21.6 | -1 | -0.4 | +11 |
| Cintas Corporation | benef1 | +26.5 | +3 | +34.8 | +22.2 | +3.8 | +7.4 |
| Wabtec Corporation | benef2 | +26.5 | +9.1 | +28 | +50.1 | +13.2 | +33 |
| Amazon | benef2 | +2.4 | -49.6 | +80.9 | +44.4 | +5.2 | +12 |
| Daejoo Electronic Materials | benef2 | +98.4 | -2.3 | -19.4 | +48.5 | -25.9 | +11.6 |
| Alphabet (Google) | benef2 | +65.3 | -39.1 | +58.3 | +36 | +66 | +8.3 |
| Microsoft | benef2 | +52.5 | -28 | +58.2 | +12.9 | +15.6 | +4 |
| L&F | benef2 | +139.2 | +22.4 | -30.3 | -38.6 | +43.4 | -4 |
| Ronbay Technology | benef2 | +96.6 | -39.1 | -63.6 | +12.3 | +47.7 | -20 |
| SKC | benef2 | +18.1 | -31.9 | -19.7 | +104.3 | -25.4 | -28 |
| Advanced Nano Products | benef2 | +56.8 | +66.4 | +13.9 | -30.9 | +5.5 | -32 |
| SK IE Technology | benef2 | · | -41.9 | +11.1 | -69 | +18.9 | -40.5 |
| PNT (People & Technology) | benef2 | +62.2 | +11.6 | -17.8 | +12.2 | +31.1 | -44.3 |
| EcoPro BM | benef2 | +79.2 | +23.9 | +113.5 | -38.6 | +77.1 | -54.3 |
| Enchem | benef2 | · | -37.4 | +173.9 | -20.5 | -26.1 | -79 |
YTD as of 2026-09-04 · source: Yahoo Finance
Ford Motor Company operates across Global automaker and captive lender. It is +15.3% in 2026. Demand side (avg +16.3%), the stock (+15.3%) and supply side (avg +19.9%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is CSX Corporation (+37.5%) and the furthest behind is Ecolab Inc. (+7%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It sources batteries and European commercial vehicles from external partners and has restructured its battery joint ventures as EV demand has changed.
Analysis generated from returns as of 2026-09-04