Chinese Automakers Take Aim at a Big Ford Money-Maker
Key takeaways
- Daniel Miller, The Motley Fool Sun, May 10, 2026 at 5:35 AM GMT+7 3 min read F By now, investors have likely heard that the rise of Chinese automotive manufacturing is very real.
- While many investors think of Ford s traditional vehicle sales as its core business -- and it is -- Ford Pro, the company s commercial vehicle division, has been its best-kept secret in recent years.
- Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need.
Daniel Miller, The Motley Fool Sun, May 10, 2026 at 5:35 AM GMT+7 3 min read F By now, investors have likely heard that the rise of Chinese automotive manufacturing is very real. While tariffs on imported vehicles and parts are protecting domestic automakers such as Ford Motor Company (NYSE: F) in America, Ford is facing a battle in Europe. Chinese autos roughly doubled their European passenger car market share to 6% last year, and they ve already bolstered that to 9.4% by March 2026. But now the Chinese automakers are targeting a new segment, one that s critically important to Ford.
While many investors think of Ford s traditional vehicle sales as its core business -- and it is -- Ford Pro, the company s commercial vehicle division, has been its best-kept secret in recent years. In fact, for 2026, Ford Pro guidance is to generate $6.5 billion to $7.5 billion in earnings before interest and taxes (EBIT) compared to Ford Blue s $4.5 billion to $5 billion EBIT, and obviously ahead of its Model e division s $4 billion to $4.5 billion EBIT loss.
Will AI create the world s first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »