Ford reported First Nine Months 2026 Adjusted EBIT (Non-GAAP) of 8,649, Adjusted earnings/(loss) per share – diluted (Non-GAAP) of 1.57 and Company adjusted free cash flow (Non-GAAP) of 4,887, versus 5,745, 0.96 and 5,657 for 2025.
F · Ford Motor Co
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Ford generated $2.7 billion in adjusted EBIT on $49.5 billion of revenue in the third quarter, raised full-year adjusted EBIT guidance to between $10.5 billion and $11 billion, and plans Fathom’s launch in the fourth quarter of next year.
Ford Motor Company reported third-quarter 2026 revenue of $49.5 billion, net income of $2 billion and adjusted EBIT of $2.7 billion, declared a 15 cents per share dividend, and raised full-year adjusted EBIT guidance to $10.5 billion–$11 billion.
Ford reported third-quarter vehicle sales of 509,764, down 6.6%, and estimated retail share of 12.1% excluding planned Escape and Corsair phase-outs. A short-term F-150 supplier issue is expected to remain within 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion.
Metrics snapshot
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Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 28, 2026TL;DR. Ford raised the low end of full-year adjusted EBIT guidance and delivered higher adjusted EBIT, margin, adjusted EPS and adjusted free cash flow, while record software and parts revenue, improved Model e results, stronger Ford Credit earnings and strong Ford Energy demand supported performance. The quarter also included lower consolidated revenue, net income and wholesale volume, weaker Ford Blue and Ford Pro profit, a substantial Model e loss and higher commodity headwinds.
- + Ford raised the low end of full-year adjusted EBIT guidance to $10.5 billion-$11 billion from $10 billion-$11 billion, while adjusted free cash flow guidance remained $6 billion-$7 billion.
- + Ford Credit earnings before taxes increased 27% to $803 million, supported by favorable derivatives, healthy financing margins and supportive used-vehicle pricing. new
- − Ford Blue revenue fell 3% to $27.1 billion, EBIT declined 10% to $1.4 billion and EBIT margin contracted to 5.1% from 5.5%. new
- − Ford Pro revenue increased 2% to $17.8 billion, but EBIT fell 16% to $1.7 billion and EBIT margin declined to 9.4% from 11.4%. new
- − Ford's guidance excludes a significant escalation in the Middle East or a material downturn in the U.S. economy, either of which could substantially affect industry demand. new
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Auto Manufacturers — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
F
this stock
Ford Motor Co
|
$47.56B | -9.2% | +5.0% | — | 2.5% |
|
TSLA
Tesla, Inc.
|
$1.54T | -13.2% | -2.9% | 428.8 | 1.7% |
|
TM
Toyota Motor Corp
|
$249.31B | -0.8% | +3.8% | — | 0.1% |
|
BYDDF
Byd Co Ltd
|
$76.31B | -31.4% | — | — | 0.0% |
|
GM
General Motors Co
|
$72.55B | +5.8% | -1.3% | 18.8 | 2.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 29, 2026
- This year
- 25
Ford reported First Nine Months 2026 Adjusted EBIT (Non-GAAP) of 8,649, Adjusted earnings/(loss) per share – diluted (Non-GAAP) of 1.57 and Company adjusted free cash flow (Non-GAAP) of 4,887, versus 5,745, 0.96 and 5,657 for 2025.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| F | -4.3% | -4.2% | -22.3% | -2.8% | -9.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -6.9% | -3.0% | -22.8% | -2.6% | -19.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.