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.
42 Articles
42 Articles
Ford Raises 2026 Outlook After Earnings Beat as Hybrids and Trucks Drive Profit Recovery
Ford Motor Co. posted better-than-expected second-quarter results and lifted its full-year profit forecast. Shares jumped. The Detroit automaker is showing signs that its shift away from aggressive pure-electric bets is paying off in the near term. Revenue reached $48.3 billion in the three months ended June. That missed some forecasts yet still reflected solid pricing power in key segments. Adjusted earnings per share came in at 42 cents. Analy…
Ford Jumps 6%, Outstrips GM and Tesla on Q2 Earnings Beat, Raised 2026 Guidance, Citi Upgrade
Ford surged past both Detroit and Silicon Valley rivals in a single session, driven by a confluence of factors that rarely align this cleanly for a legacy automaker carrying fresh EV write-downs and a bruising GAAP loss.
Ford cushions the car crisis. The US brand has recorded a net profit of €1,053 million in the first half of 2026, 0.8% above what was noted in the same period of the previous year. Some data that have led to a "solid trimester" by which the manufacturer has raised his forecasts towards the end of the year, as reported during the presentation of his financial results this Wednesday. However, this result contrasts with the evolution of the second …
The car manufacturer Ford has announced a new profit target twice this year. Demand in the USA is strong, but not for e-cars.
The Economic Times
Times of IndiaFord 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.
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