Ford Motor (F)
NYSE:F
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Earnings Data
Report Date
Jul 29, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.35Last Year’s EPS
0.37Same Quarter Last Year
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a cautiously positive tone: strong Q1 revenue and adjusted EBIT, a raised full-year adjusted EBIT outlook, solid segment results (notably Ford Pro and Ford Blue), robust liquidity, and clear multi-year growth plans driven by software, services and the UEV/energy investments. However, material near-term headwinds remain — notably commodity cost increases (especially aluminum), substantial one-time Novelis-related expenses, ongoing Model e losses and Q1 free cash flow usage — and several favorable Q1 items were timing or one-offs. Management emphasized operational fixes, contingency plans for Novelis, and durable service/software revenue growth, which underpin the guidance raise but leave sensitivity to commodity and geopolitical volatility.Company Guidance
Strong Top-Line and Adjusted EBIT
Q1 revenue of $43.3 billion (company-wide) with adjusted EBIT of $3.5 billion (or $2.2 billion excluding a $1.3 billion one-time IEEPA tariff benefit). Global revenue grew over 6% year-over-year despite a nearly 4% decline in volume.
Raised Full-Year Adjusted EBIT Guidance
Company full-year adjusted EBIT guidance increased to $8.5 billion–$10.5 billion, reflecting improved operations, software & services growth, and higher net pricing.
Ford Pro Profitability and Subscription Growth
Ford Pro delivered Q1 EBIT of $1.7 billion. Paid software subscriptions reached 879,000, up 30% year-over-year, and recurring software & services momentum highlighted as a durable margin driver.
Ford Blue Resilience and Product Mix Strength
Ford Blue produced $1.9 billion in EBIT, led by F-Series strength (F-150: highest retail share, highest average transaction price and lowest incentive spend per unit vs peers). March retail share for F-Series improved ~30 basis points; Q1 share of revenue highest in 5 years.
Ford Credit Improvement
Ford Credit EBT of $783 million in Q1, up $200 million year-over-year, driven by improved financing margin and strong portfolio performance.
Service / Software Revenue Growth Trajectory
Company disclosed >$15 billion in software & physical services revenue last year with an expectation to grow that revenue at nearly 8% annually through the end of the decade; ADAS/Pro Intelligence lines growing rapidly (management cited ~30%–40% quarterly growth in parts of the business).
Liquidity and Capital Actions
Strong balance sheet with $22 billion cash and over $43 billion in liquidity; repaid convertible debt, completed anti-dilutive share repurchase program, renewed $18 billion credit facility, and declared a Q2 regular dividend of $0.15 per share.
Operational Progress and Quality Improvements
Company expects >$1 billion in material & warranty cost improvements this year (on top of $1.5 billion in 2025), and J.D. Power ranking improved to #4 in the 2026 U.S. Customer Service Index — its best performance in 30 years.
UEV Platform and Ford Energy Investment with Clear Timelines
Announced launch of universal EV (UEV) platform in 2027 from Louisville; Marshall and Kentucky battery capacity planned, and Ford Energy capacity target ~20 GWh starting Q4 next year; company budgeting $9.5B–$10.5B capex for the year, including ~$1.5B for Ford Energy.
Novelis Recovery Outlook
Management expects a $1 billion year-over-year EBIT improvement tied to the Novelis recovery (weighted toward the second half) and reported contingency plans and a May hot-mill restart target to restore aluminum supply.
F Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
F Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $13.42 | $13.70 | +2.06% |
Feb 10, 2026 | $13.42 | $13.70 | +2.06% |
Oct 23, 2025 | $12.07 | $13.54 | +12.16% |
Jul 30, 2025 | $10.49 | $10.68 | +1.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ford Motor (F) report earnings?
Ford Motor (F) is schdueled to report earning on Jul 29, 2026, After Close (Confirmed).
What is Ford Motor (F) earnings time?
Ford Motor (F) earnings time is at Jul 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is F EPS forecast?
F EPS forecast for the fiscal quarter 2026 (Q2) is 0.35.
