SEC filings · customer concentration

Who depends on Ford

3 listed suppliers report Ford as a customer worth 10% or more of their revenue, led by Visteon at 26%.

0major customers now
—of revenue from them
3listed suppliers depending on it
2012–2026years covered
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When a new annual report adds a 10% customer, drops one, or moves a share by 5 points or more, you get the change and the filing link. Up to 10 companies per address, no account, unsubscribe with one click.

Suppliers that depend on Ford

Listed companies whose annual report names Ford as a customer worth 10% or more of their revenue. If Ford cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
VisteonVC26%from 23%FY 2019: 22%FY 2020: 22%FY 2021: 22%FY 2022: 22%FY 2023: 22%FY 2024: 23%FY 2025: 26%7 yearsFY 2025 · filed 19 Feb 2026
DauchDCH15%from 13%FY 2019: 9%FY 2021: 12%FY 2022: 12%FY 2023: 12%FY 2024: 13%FY 2025: 15%6 yearsFY 2025 · filed 13 Feb 2026
BorgwarnerBWA12%from 13%FY 2019: 15%FY 2020: 13%FY 2021: 13%FY 2022: 15%FY 2023: 14%FY 2024: 13%FY 2025: 12%7 yearsFY 2025 · filed 11 Feb 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
AutolivALV10%last FY 2017FY 2012: 11%FY 2013: 11%FY 2014: 11%FY 2015: 12%FY 2016: 10%FY 2017: 10%6 yearsFY 2017 · filed 21 Feb 2020
AptivAPTV8%last FY 2022FY 2020: 7%FY 2021: 7%FY 2022: 8%3 yearsFY 2022 · filed 8 Feb 2023

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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