$F Ford Q3 2026 Earnings
Adj. EPS $0.49, est. $0.41 Ford Blue rev. $27.1B, est. $27.42B Ford Pro rev. $17.8B, est. $17.66B Ford Model e rev. $1.2B, est. $1.12B Ford Blue EBIT $1.39B, -9.6% y/y Ford Pro EBIT $1.67B, est. $1.84B Ford Model e EBIT loss $1.06B, vs. loss $1.41B y/y Moving towards 8% adj. EBIT margin by 2029 FY outlook assumes commodity headwinds approaching $2.5B y/y Sees FY adj. EBIT $10.5B to $11B, saw $10B to $11B Sees FY Ford Blue EBIT $5.5B, saw $5B to $5.5B, est. $5.4B Sees FY Ford Pro EBIT $7B, saw $7B to $7.5B, est. $7.28B Sees FY Ford Model e EBIT loss $4B, est. loss $4B Still sees FY adj. FCF $6B to $7B Still sees FY capex $9.5B to $10.5B, est. $9.9B
Story updates
Adj. EPS $0.49, est. $0.41 Ford Blue rev. $27.1B, est.
$27.42B Ford Pro rev. $17.8B, est. $17.66B Ford Model e rev. $1.2B, est.
$1.12B Ford Blue EBIT $1.39B, -9.6% y/y Ford Pro EBIT $1.67B, est. $1.84B Ford Model e EBIT loss $1.06B, vs. loss $1.41B y/y Moving towards 8% adj. EBIT margin by 2029 FY outlook assumes commodity headwinds approaching $2.5B y/y Sees FY adj.
EBIT $10.5B to $11B, saw $10B to $11B Sees FY Ford Blue EBIT $5.5B, saw $5B to $5.5B, est. $5.4B Sees FY Ford Pro EBIT $7B, saw $7B to $7.5B, est. $7.28B Sees FY Ford Model e EBIT loss $4B, est. loss $4B Still sees FY adj.
FCF $6B to $7B Still sees FY capex $9.5B to $10.5B, est. $9.9B