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Ford Motor Company (F)
NYSE:F
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.2Last Year’s EPS
0.14Same Quarter Last Year
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: clear operational improvements, strong cash/liquidity, durable Ford Pro and truck strength, and an increased 2026 EBIT and free cash flow outlook are meaningful positives. Offsetting these are material near‑term headwinds from Novelis, tariff timing, sizable Model e losses and restructuring charges, higher commodity and capex requirements, and regulatory uncertainty in Europe. Management emphasizes capital discipline, cost reductions and a refocused EV/product strategy, but several one‑time costs and execution/timing risks remain.Company Guidance
Full-Year Revenue and Profitability
Reported full-year revenue of $187 billion and generated $6.8 billion of adjusted EBIT for 2025 (company). Management said underlying earnings power is accelerating and guided 2026 company adjusted EBIT of $8.0–$10.0 billion.
Strong Cash, Liquidity and Free Cash Flow
Generated $3.5 billion of free cash flow in 2025, ended year with ~ $29 billion in cash and nearly $50 billion in total liquidity. 2026 adjusted free cash flow guidance of $5–$6 billion (midpoint up materially year over year).
Ford Pro: Durable, High-Margin Growth Pillar
Ford Pro delivered > $66 billion of revenue and $6.8 billion of EBIT with double-digit margins. Class 1–7 U.S. market share exceeds ~42%. Paid software subscriptions grew ~30% and software & physical services grew ~10%, now contributing ~19% of Pro EBIT.
Truck and Off‑Road Strength (Ford Blue)
U.S. market share climbed to 13.2% (best in six years). Ford Blue delivered ~$3.0 billion EBIT; Raptor/off‑road performance trims now account for >20% of U.S. sales mix. Company grew ~2 revenue share points in pickups year over year; Bronco record sales and Explorer #1 three‑row SUV.
Improving Cost and Quality Execution
Management reported ~ $1.5 billion of cost improvements in 2025 (excluding tariffs) and expects another ~$1.0 billion of industrial cost improvements in 2026, with continued reductions in material and warranty costs and quality improvements cited.
Ford Credit and Financial Services Performance
Ford Credit delivered full-year EBT of $2.6 billion (up 55% year over year) and returned distributions of $1.7 billion. Retail and lease FICO scores remain high (>750), and an industrial bank application was recently approved to diversify funding over time.
Pragmatic EV & Product Roadmap
Management shifted EV strategy toward a cost‑efficient universal EV (UEV) platform targeting high-volume, affordable segments ( ~$30–$35k EVs). Model roadmap also includes hybrids, eREV and multi‑energy approaches; partnerships (e.g., CATL, Renault) to improve capital efficiency.
2026 Segment Guidance and Capital Allocation
2026 segment outlook: Ford Pro EBIT $6.5–$7.5B, Ford Blue EBIT $4.0–$4.5B, Ford Credit EBT ~ $2.5B, Model e losses $4.0–$4.5B. Company CapEx guidance $9.5–$10.5B (incremental investment in Ford Energy ~ $1.5B).
Inventory Discipline
U.S. gross stocks cut by 16%, ending the year at 56 retail days supply (low end of target), supporting disciplined inventory and working capital management.
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% |
Oct 23, 2025 | $12.07 | $13.54 | +12.16% |
Jul 30, 2025 | $10.49 | $10.68 | +1.84% |
May 05, 2025 | $9.67 | $9.93 | +2.65% |
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 Company (F) report earnings?
Ford Motor Company (F) is schdueled to report earning on Apr 29, 2026, After Close (Confirmed).
What is Ford Motor Company (F) earnings time?
Ford Motor Company (F) earnings time is at Apr 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 (Q1) is 0.2.
