The stock rose 4.1% following earnings, driven by an upward revision in full-year adjusted EBIT guidance and strong performance in core truck sales and margin-accretive software and services initiatives.
- Raised and narrowed full-year adjusted EBIT guidance to $10 billion–$11 billion, a $1 billion increase at the midpoint.
- Achieved $2.5 billion in adjusted EBIT on $48.3 billion in revenue for the quarter.
- F Series truck remains the number one brand in the U.S., outselling the nearest competitor by over 80,000 units in H1.
- Off-road models (Bronco, Tremor, Raptor) now account for 25% of U.S. sales, attracting younger and more affluent buyers.
- Continued investment in EVs with progress on the Louisville plant conversion and first UEV platform vehicles expected to launch next year.
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