Ford Motor Company (F) Earnings Call Transcripts
Ford Motor Company's Latest Earnings Call - Q3 FY2026
In the third quarter of fiscal year 2026, Ford Motor Company reported adjusted EBIT of $2.7 billion on revenue of $49.5 billion, reflecting a 3% EBIT growth despite a 2% decline in revenue year-over-year. Management raised the low end of their full-year adjusted EBIT guidance to a range of $10.5 billion to $11 billion, indicating confidence in operational efficiencies and product demand. Key highlights included strong performance in their truck and SUV segments, as well as record revenue from software services and parts, which contributed to a more resilient business model amidst rising commodity costs and macroeconomic uncertainties.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $49.5 billion |
| Adjusted Free Cash Flow | $4.7 billion |
| Dividend | $0.15 per share |
| Ford Blue EBIT | $5.5 billion |
| Ford Credit EBT | $2.8 billion |
Guidance from management
Ford now expects full-year adjusted EBIT between $10.5 billion and $11 billion, maintaining adjusted free cash flow and capital expenditures guidance at $6 billion to $7 billion and $9.5 billion to $10.5 billion, respectively.
What management said
I would only add that our day supply on F-150 and Super Duty, is a major accomplishment compared to our competitors. It's real -- we're going into '27, as Sherry said in her speech, in a really good situation in our truck business.
The other element of the Fathom launch is critical is the revenue picture, which actually seems to be strengthening. Andrew, do you want to highlight the change in the U.S. EV market and how that relates to the profitability modeling?
What analysts pressed on
Analysts expressed concerns regarding the impact of rising commodity costs and potential geopolitical tensions on demand. There were questions about the sustainability of vehicle pricing and the ability to maintain margins amidst these pressures.
Main topics on the call
- Adjusted EBIT Guidance Increase — Ford raised its full-year adjusted EBIT guidance to between $10.5 billion and $11 billion, up from the previous range, signaling improved operational performance. CEO Jim Farley stated, "we're raising our low end of our ...
- Strong Vehicle Demand — Ford's F-Series captured the highest retail share among full-size truck brands, with the company on pace for the 50th straight year as America's best-selling truck. Farley noted, "Our pickup lineup gives customers an unm...
- Record Revenue from Auto Adjacencies — The software services and parts businesses achieved record revenue in Q3, contributing approximately 10% of total revenue at strong margins. Sherry House highlighted that these auto adjacencies are "significant drivers o...
- Cost Reduction Initiatives — Ford is on track to reduce warranty and material costs by $1 billion this year, excluding Novelis and tariffs. House stated, "We continue to see mixed strength in trucks and 3-row SUVs," reflecting the effectiveness of t...
Read the full Ford Motor Company transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Ford Motor Company
Ford Motor Company (F) is a publicly listed company in the Automobiles industry, within the Consumer Discretionary sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 117 calls on record spanning February 4, 2020 to October 28, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 117 Ford Motor Company earnings call transcripts on record, spanning February 4, 2020 to October 28, 2026. Based on this history, Ford Motor Company reports quarterly. The most recent call on file is dated October 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- F
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Discretionary
- Industry
- Automobiles
- Calls on record
- 117
- First call
- February 4, 2020
- Most recent
- October 28, 2026
- Reporting cadence
- quarterly