On the Dash:
- A portfolio refresh signals a consistent pipeline of updated trucks and electrified models through 2029.
- Expanded software and OTA capabilities will increase focus on digital services and ownership experience.
- The organizational shift under Kumar Galhotra aims to improve quality, speed, and cost efficiency.
Ford is launching a new Product Creation and Industrialization organization, to be led by COO Kumar Galhotra, unifying its electric vehicle, digital, design and manufacturing operations. The move supports one of the most aggressive product, software and services rollouts in the company’s history and is central to its Ford+ strategy, including a targeted 8% adjusted EBIT margin by 2029.
The new structure combines Ford’s Electric Vehicle, Digital and Design team with its global Industrial System, aiming to streamline decision-making, reduce complexity and better align innovation with large-scale production. The integration is designed to help Ford scale software-defined vehicles more efficiently across its global footprint.
Additionally, Ford plans a considerable product overhaul, with 80% of its North American portfolio and 70% of its global lineup by volume set for refresh by 2029. This includes the launch of the first vehicle on its Universal Electric Vehicle platform, along with next-generation F-150 and Super Duty models.
The company is positioning its highest-volume vehicles as platforms for digital services, enabling new revenue streams through software and connected features.
The Universal EV platform also introduces a zonal electrical architecture, in-house software controls and flexible battery configurations aimed at improving efficiency and reducing complexity. By 2030, Ford expects 90% of its vehicles, by volume, to feature updated electrical architectures and over-the-air capabilities, enabling continuous improvements and expanded driver-assist technologies.
Electrification remains a core focus, with nearly 90% of Ford’s global nameplates expected to offer electrified powertrains by the end of the decade, including hybrids, extended-range EVs and fully electric vehicles.
The restructuring also includes leadership transitions, with Doug Field departing after helping build Ford’s EV and software capabilities. Alan Clarke will oversee advanced development projects, while longtime manufacturing executive Kieran Cahill will retire after a 37-year career.
