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Calendar quarter Q2 2026Earnings call Jul 28, 2026 · most recent call
F’s newest analyzed quarter is part of Tellvest Pro: its score, breakdown, narrative and analyst Q&A. Every prior quarter is free.
Sources. Scores: Ford Motor Company’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: F daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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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 Q2Selected | $48.30B | -3.8% | $-0.33 | — | 1.3% | -2.7% | $1.96B |
Management-stated figures from F’s newest call are part of Tellvest Pro.
The breakdown for this quarter is part of Tellvest Pro.
Ford disclosed that production of its F-150 trucks at the end of September was affected by a short-term supplier issue unrelated to aluminum. The company said the expected financial impact is containable within the full-year 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion provided on July 28, 2026. The filing also included the news release on third-quarter 2026 U.S. sales.
What each event means for F’s sentiment score is part of Tellvest Pro.