Q2 2026 Ford Motor Co Earnings Call Transcript
Key Points
- Ford Motor Co (F) delivered a strong performance in the quarter, generating $48.3 billion in revenue and $2.5 billion in adjusted EBIT.
- The company raised its full-year adjusted EBIT guidance to between $10 billion and $11 billion, indicating confidence in its strategy.
- Ford's core automotive operations are underpinned by a stronger industrial system, with significant improvements in quality and cost structure.
- The F series remains the number one truck brand, with strong sales and a track record of 50 years at the top.
- Ford is making progress in its software and physical services, with over 14 million connected vehicles and growing paid subscriptions.
- Ford Motor Co (F) reported a $1.3 billion net loss in the quarter due to a special item charge related to the BlueOval SK Battery joint venture.
- Revenue was impacted by expected volume reductions from lower Novelis aluminum supply and the sunsetting of certain vehicles.
- The company incurred about $800 million in Novelis-related temporary costs and expects a full-year cost impact of about $1.5 billion.
- Ford's Model e segment reported an EBIT loss of $919 million, reflecting challenges in the EV market.
- The guidance does not account for potential impacts from geopolitical tensions or a downturn in the US economy, which could affect demand.
My name is [Layla], and I will be your conference operator today. At this time, I would like to welcome you to the Ford Motor Company's second-quarter 2026 earnings conference call. (Operator Instructions)
At this time, I would like to turn the call over to Maria Ricciardone, Chief Investor Relations Officer.
Thank you, Layla, and welcome to Ford Motor Company's second-quarter 2026 earnings call. I'm Maria Ricciardone, Ford's new Chief Investor Relations Officer. I most recently came from Lockheed Martin, where I was Treasurer and Head of Investor Relations.
I joined Ford because the opportunity ahead is tremendous. Few companies today are navigating a transformation of this scale and this consequence. My focus will be straightforward, clear, consistent communication with all of you and ensuring the market understands how our differentiated strategy translates into profitable growth, capital discipline and shareholder value.
With that, let's jump in. With me today
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