Ford Raises 2026 Profit Guidance To $11B, Beats Earnings Estimates on Strong Truck and SUV Sales
Ford beat second-quarter earnings estimates, reporting adjusted earnings per share of $0.42 compared to a consensus forecast of $0.36, and revenue of $48.3B. The automaker raised its full-year adjusted EBIT forecast to $10B to $11B, up from a previous range of $8.5B to $10.5B.
Higher prices and strong demand for high-margin sport-utility vehicles supported profitability, with Ford Blue reporting adjusted EBIT of $1.14B. The $1.3B net loss primarily reflected a $3.6B non-cash charge tied to the sale of the BlueOval SK battery joint venture, though the electric vehicle unit recorded an EBIT loss of $919M against a $1.09B Wall Street loss estimate. Ford also increased its full-year adjusted free cash flow forecast to $6B to $7B, up from $5B to $6B.
From the sources (12 posts)
@financialjuice$F Ford Q2 2026 Earnings Adj. EPS $0.42, est. $0.36 Ford Blue rev. $26.1B, est. $25.68B Ford Pro rev. $17.8B, est. $17.73B Ford Model e rev. $1.0B, est. $1.31B Ford Blue EBIT $1.14B, est. $792.7M Ford Pro EBIT $1.72B, -26% y/y Ford Model e
@alphasenseinc$F Earnings: - Second-quarter revenue of $48.3 billion, down $1.9 billion year-over-year; net loss of $1.3 billion, down $1.3 billion year-over-year, adjusted EBIT of $2.5 billion, up $0.4 billion year-over-year. As expected, the net loss
@firstsquawkFORD Q2 ADJUSTED EPS $0.42 BEATS EST $0.36; FORD BLUE REV $26.1B, PRO REV $17.8B, MODEL E REV $1.0B (MISSES EST $1.31B), ALL VS ESTS $25.68B/$17.73B/$1.31B
@firstsquawkFORD BLUE EBIT $1.14B BEATS EST $792.7M; PRO EBIT $1.72B DOWN 26% Y/Y; MODEL E EBIT LOSS $919M NARROWER THAN EST LOSS $1.09B; NET LOSS INCLUDES $3.6B CHARGE TIED TO BLUEOVAL SK JV
@firstsquawkFORD RAISES FY ADJ EBIT VIEW TO $10B-$11B FROM $8.5B-$10.5B, BLUE EBIT TO $5B-$5.5B, PRO EBIT TO $7B-$7.5B; SEES MODEL E EBIT LOSS ~$4B, RAISES FCF VIEW TO $6B-$7B, HOLDS CAPEX VIEW AT $9.5B-$10.5B
@stockmktnewzFORD $F JUST REPORTED EARNINGS EPS of $0.42 beating expectations of $0.35🟢 Revenue of $48.3B beating expectations of $45.9B🟢
@wallstengineFORD $F Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $48.3B (Est. $45.86B) 🟢; -4% YoY 🔹 Adj. EPS: $0.42 (Est. $0.30) 🟢 🔹 Adj. EBIT: $1.72B (Est. $1.31B) 🟢; -26% YoY 🔸 GAAP EPS: $(0.33); includes $3.6B non-cash BOSK JV disposition charge Raises FY
@cnbcFord raises guidance after Q2 earnings beat, says F-Series recovery is on track
@sawyermerrittFord's Q2 earnings just came out: The company's EV unit (called Model e) lost $900 million in Q2, with EBIT margin of -89.6%. EV revenue was $1 billion, -58% YoY. Ford: "Volume and revenue down, driven by right-sizing of Mach-E production
@businessFord posted earnings ahead of Wall Street estimates and raised its outlook for the second time this year on higher prices and strong sales of high-margin sport-utility vehicles.
@thetranscript_Ford CEO: "We delivered another strong quarter and raised our full-year guidance, but the more important story is the growing evidence that Ford is becoming a more profitable, more disciplined and genuinely different company" $F: +8% AH ht
@yahoofinance$F just delivered a Q2 earnings beat, and upped its 2026 guidance thanks to strong profit growth. Ford's full-year adjusted EBIT is now $10 billion to $11 billion, up from $8.5 billion to $10.5 billion.