Ford Motor Company Q2 2026 Earnings Recap

F Q2 2026 July 30, 2026

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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.

Earnings Per Share Beat

$0.42 vs $0.33 est.

+27.3% surprise

Revenue Beat

48300000000 vs 47237900000 est.

+2.2% surprise

Market Reaction

1-Day -1.21%

5-Day -4.17%

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Key Takeaways

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.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit F on AllInvestView.

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