Ford Motor Company (F) Q3 2026 (USD): Adj. EPS 0.49 (exp. 0.41), Revenue 49.5bln (exp. 49.08bln); Ford Blue EBIT 1.39bln, -10%, on lower volume due to product discontinuations, impact of Middle East conflict, higher commodity costs
ORIGINAL · NewsquawkFord Motor Company (F) Q3 2026 (USD): Adj. EPS 0.49 (exp. 0.41), Revenue 49.5bln (exp. 49.08bln); Ford Blue EBIT 1.39bln, -10%, on lower volume due to product discontinuations, impact of Middle East conflict, higher commodity costsRead originalHide original
2026 guidance assumes commodity headwinds approaching USD 2.5bln Y/Y, US industry pricing about 100bps higher Y/Y 2026 adj. FCF and capex remain at USD 6-7bln and USD 9.5-10.5bln, respectively. Raises low end of FY adj. EBIT guidance to between USD 10.5-11bln. 2026 guidance assumes USD 1bln in material and warranty cost reductions, excluding tariffs and novelis.
Ford reported Q3 2026 results and raised the low end of FY adjusted EBIT guidance, while retaining its stated free cash flow and capex ranges and outlining key assumptions.
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2026 guidance assumes commodity headwinds approaching USD 2.5bln Y/Y, US industry pricing about 100bps higher Y/Y 2026 adj. FCF and capex remain at USD 6-7bln and USD 9.5-10.5bln, respectively. Raises low end of FY adj. EBIT guidance to between USD 10.5-11bln. 2026 guidance assumes USD 1bln in material and warranty cost reductions, excluding tariffs and novelis.
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