The One Thing Ford Investors Need to Know Going Forward

2026-02-19 09:50:00 ET

The last couple of years have been a bit of a whiplash effect with automakers such as Ford Motor Company (NYSE: F) and General Motors (NYSE: GM) , among many others, announcing billions and billions of electric vehicle (EV) projects and ambitions. Those strategies quickly reversed when the U.S. EV industry was slower to gain traction than hoped.

Now, automaker attention is focused more on hybrids. While that might not seem like an important development, there's one huge thing for investors to know about this going forward.

Over a year ago, Ford CEO Jim Farley made a comment that unfortunately flew under the radar for many investors. At the time, the focus was on big EV plans , and hybrids were considered by many a cumbersome step toward full EVs that could be bypassed. But at a time when Ford is losing billions on its Model e division, responsible for its EVs, investors need to keep this in mind going forward.

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