US · Consumer Cyclical · Auto Manufacturers
EPS came in at 0.42 against a street estimate of 0.33 — a beat of 27.3%.
Analysts rate Ford Motor Company a hold (5 buy, 15 hold, 1 sell out of 21) with an average price target of $15.85.
CONFIDENT Ford beat Q2 earnings with $2.5B adjusted EBIT (+17% YoY) despite 4% revenue decline. Raised full-year EBIT guidance to $10–11B midpoint. Quality leadership, pricing power, and Ford Energy momentum drive strategy. Q2 2026 Ford leads commercial vehicle share in North America and Europe. Europe: Geely partnership announced for speed and capital efficiency. Canada: 3-year Unifor ratified agreement secured; USMCA renegotiation advocacy ongoing. Analysts probed Ford Energy customer pipeline (hyperscalers vs. utilities), trim/mix durability, and quality cost bridges. Management emphasized demand breadth, regulatory tailwinds, and virtuous cycle from initial quality → warranty/recall savings, with newer model years validating durability gains. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.29% |
| Vanguard Capital Management, LLC | 6.38% |
| State Street Corp | 4.83% |
| Vanguard Portfolio Management, LLC | 4.51% |
| Newport Trust Co. | 3.29% |
| Charles Schwab Investment Management Inc | 3.13% |
| Geode Capital Management, LLC | 3.04% |
| NORGES BANK | 1.30% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 FORD MOTOR COMPANY - Q2 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Q2 2026 Net Loss: $1,327 million (compared to $36 million loss in Q2 20 | 2026-07-29 |
| Results announced · Q3 2026 FORD MOTOR COMPANY Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $48.3 billion, down $1.9 billion year-over-year (-4%) • Q2 | 2026-07-28 |
| Company announcement · Q3 2026 FORD MOTOR COMPANY - FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: July 2, 2026 • Subject: Second quarter 2026 U.S. sales announcement • No speci | 2026-07-02 |
| Material agreement · Q2 2026 FORD MOTOR COMPANY - FORM 8-K SUMMARY Filing Date: May 21, 2026 --- HEADLINE NUMBERS • Ford assumed a $3,805,040,000 U.S. Department of Energy (DOE | 2026-05-21 |
| Shareholder vote results · Q2 2026 FORD MOTOR COMPANY - 8-K SUMMARY HEADLINE NUMBERS • Annual Shareholder Meeting held May 14, 2026 • Total votes cast across proposals: approximately | 2026-05-19 |
| Quarterly report · Q1 2026 FORD MOTOR COMPANY - Q1 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Total Revenues: $43.253 billion (Q1 2026) vs $40.659 billion (Q1 2025) – up 6.4% • | 2026-04-30 |
| Proxy statement · Q2 2026 FORD MOTOR COMPANY 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Election of 15 director nominees to the Board of Directors | 2026-03-27 |
| Annual report FY2025 FORD MOTOR COMPANY – 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • 2025 wholesale volumes: 4,395,000 vehicles globally (down from 4,470,000 in 2024) • U | 2026-02-11 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.15 / share ex-date Aug 11, 2026 · pay Sep 1, 2026 | 2026-08-11 |
| Dividend | $0.15 / share ex-date May 12, 2026 · pay Jun 1, 2026 | 2026-05-12 |
| Dividend | $0.15 / share ex-date Feb 13, 2026 · pay Mar 2, 2026 | 2026-02-13 |
| Dividend | $0.15 / share ex-date Nov 7, 2025 · pay Dec 1, 2025 | 2025-11-07 |
| Announcement | Date |
|---|---|
| EV battery plant construction financing secured and ownership restructured Ford completed a restructuring of its electric vehicle battery manufacturing joint venture on May 20, 2026. Ford exited its partnership with SK On by selling its stake in BlueOval SK (BOSK) | 2026-05-21 |
| Anti-dilutive share repurchase program authorized for 31.7 million shares Ford Motor Company announced a share repurchase program authorizing the buyback of up to 31.7 million shares of common stock. The program is designed to be "anti-dilutive," meaning it offset | 2026-03-13 |
| Joint venture disposition agreement for EV battery plants restructuring Ford Motor Company announced a major retreat from its electric vehicle strategy due to weak market demand, policy changes, and unprofitable EV operations. The company will take $19.5 billion | 2025-12-15 |
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Google PlayApp StoreData updated 2026-09-18.