Ford's recent transformation into three business units focusing on gas-powered cars, electric vehicles (EVs), and commercial customers has left investors with many questions about the automaker's profitability under CEO Jim Farley. Wall Street has been skeptical about the profitability of Ford's EVs, but Farley believes the company's unique strategy, focusing on larger electric vehicles like three-row SUVs and a second-generation Lightning EV, will lead to success. Ford has updated its financial outlook, aiming for a company-adjusted EBIT margin of 10% in 2026. Ford Blue, the gas-powered business, is expected to achieve low double-digit EBIT margins by 2026, while Ford Pro is targeting mid-teens. Ford's EV business, Model e, is targeting 8% EBIT margins.