Ford raises guidance after Q2 earnings beat, says F-Series recovery is on track
Adjusted earnings beat estimates as strong U.S. demand and pricing helped offset tariffs and a $919 million loss in Ford's electric vehicle unit.
- On Tuesday, Ford Motor lifted its full-year EBIT guidance to $10 billion–$11 billion, reporting second-quarter revenue of $48.3 billion and core profit growth of nearly 20% to $2.5 billion.
- Supply chain recovery helped Ford offset tariff headwinds; the New York factory restarted in June, supplying aluminum for F-150 trucks, with tariff costs now slightly improved from earlier projections.
- Finance Chief Sherry House said the industrial system is "getting fitter," noting quarterly performance was boosted by "quite resilient" customers, as adjusted earnings of 42 cents beat analyst forecasts of 35 cents.
- Despite core profit gains, Ford recorded $919 million in losses from its EV and software unit during the quarter, with annual losses projected at about $4 billion.
- Competitors reported mixed results; General Motors raised its full-year guidance last week, while Tesla missed second-quarter profit forecasts and reported negative free cash flow.
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Ford raises annual profit forecast again as truck demand stays strong
Ford Motor has increased its annual profit forecast for the second time this year. Resilient customers are purchasing the company's expensive pickup trucks, boosting results. Second-quarter core profit rose nearly twenty percent, offsetting tariff costs. Ford's electric vehicle sales declined, but a new electric pickup is planned. The automaker is partnering with global companies to increase electric vehicle production.
Ford Motor Q2 Earnings Call Highlights
Ford Motor (NYSE:F) reported second-quarter 2026 revenue of $48.3 billion and adjusted EBIT of $2.5 billion, as stronger pricing and favorable product mix more than offset lower volumes tied to an aluminum supply disruption and vehicle portfolio changes. Revenue declined 4% year over year, while ad
Ford Motor reported an adjusted operating profit of the second quarter better than expected and raised its financial projection for the whole year. Exclusive material for subscribers. To have full access, access the link of the material and make your registration.
The car maker was able to offset the costs of customs duties with strong demand. However, the business of electric cars is still worried.
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