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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Ford Motor Company (F) is 9/10.
Ford opened fiscal 2026 with $43.3 billion in revenue, up over 6% year-over-year even as volume fell nearly 4%, and adjusted EBIT of $3.5 billion ($2.2 billion excluding a one-time $1.3 billion IEEPA tariff benefit). Strength came from the highest Q1 U.S. share of revenue in five years, disciplined net pricing, and continued growth in software and physical services, where paid subscriptions rose 30% to 879,000. On the strength of the quarter, management raised full-year adjusted EBIT guidance to between $8.5 billion and $10.5 billion, while Ford Pro delivered $1.7 billion of EBIT and Model e narrowed its loss to $777 million. The main offsets were rising commodity and aluminum headwinds, now expected just above $2 billion, and an adjusted free cash flow use of $1.9 billion in the quarter on working capital and higher investment spending. Management framed the back half as fairly consistent across Q2 through Q4, with the IEEPA benefit not repeating and commodity costs building.
Scored from Ford Motor Company’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $48.21B | +4.9% | $0.45 | +446.2% | 2.8% | 3.8% | $530M |
| FY2025 Q1 | $40.66B | -5.0% | $0.12 | -63.6% | 0.4% | 1.2% | $1.86B |
| FY2025 Q2 | $50.18B | +5.0% | $-0.01 | -102.0% | 0.9% | -0.1% | $4.23B |
| FY2025 Q3 | $50.53B | +9.4% | $0.60 | +172.7% | 3.2% | 4.8% | $5.28B |
| FY2025 Q4 | $45.89B | -4.8% | $-2.77 | -715.6% | -2.0% | -24.1% | $1.10B |
| FY2026 Q1 | $43.25B | +6.4% | $0.63 | +425.0% | 5.4% | 5.9% | $-1.06B |
| FY2026 Q2 | $48.30B | -3.8% | $-0.33 | — | 1.3% | -2.7% | $1.96B |