Ford earnings beat as revenue reaches $48.3 billion

• Ford reported second-quarter 2026 adjusted earnings of $0.42 per share, above the $0.36 analyst estimate.
• Automotive revenue reached $44.89 billion, while total company revenue was $48.3 billion.
• Ford raised its full-year EBIT guidance to as much as $11 billion following stronger results from its gas and hybrid business.

Ford Motor Company (NYSE:F) reported second-quarter 2026 adjusted earnings of $0.42 per share, exceeding the analyst estimate of $0.36, with automotive revenue reaching $44.89 billion.

Total company revenue was $48.3 billion during the quarter, as Ford reported stronger results from its gas and hybrid vehicle operations.

Ford said higher truck and SUV demand supported performance in its Ford Blue segment, while the company continued managing investment and losses in electric vehicles.

Ford Blue earnings increased 72% to $1.1 billion, Ford Pro earnings declined 26% to $1.7 billion and Ford Model e reported a loss of $919 million, although losses narrowed for the third consecutive quarter.

The company raised its full-year EBIT guidance to as much as $11 billion.

Ford operates across passenger vehicles, commercial vehicles, electric vehicles and mobility services through brands including Ford and Lincoln.

The company continues to balance growth in its traditional vehicle business with investments in electric vehicles, where it has reported reduced losses over recent quarters.