Galhotra-led restructuring & product pipeline — new org for 8% EBIT '29, F-150/Super Duty refresh '29, UEV '27 amid EV pivot
Key Questions
What is the new organization under Kumar Galhotra?
Ford created a Product Creation/Industrialization org led by Galhotra, integrating EV, manufacturing, and digital teams. It follows Doug Field's EV exit.
What are Ford's EBIT margin targets post-restructuring?
The new org aims for 8% EBIT margins by 2029. This supports recovery from recalls and EV losses.
When will the next-gen F-150 and Super Duty launch?
Refreshes for 80% of the NA portfolio, including next-gen F-150 and Super Duty, are planned for 2029.
What is Ford's UEV pickup timeline?
A mid-size UEV pickup is targeted for 2027 via the new org. It incorporates LFP batteries.
How does the restructuring address EV challenges?
It unifies teams for faster scaling of next-gen vehicles and technology. This counters EV slowdowns and improves margins.
New Product Creation/Industrialization org under Galhotra integrates EV/mfg/digital confirmed; Doug Field EV exit; targets 80% NA portfolio refresh, mid-size UEV pickup '27, F-150/Super Duty '29, LFP batteries; key to margins post-recalls/losses.