Ford (F) Q1 2026 Earnings Call Transcript [Globe and Mail, The (Toronto, Canada)]
Ford Motor Company (F)
Last ford motor company earnings: 4/28 04:09 pm
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US:NYSE Investor Relations:
shareholder.ford.com
Company Research
Source: Globe and Mail, The
President and Chief Executive Officer — James Duncan Farley Chief Financial Officer — Sherry House Chief Operating Officer — Kumar Galhotra President, Ford Blue and Model e — Andrew Frick President, Ford Pro — Alicia Bohler Davis Chief Executive Officer, Ford Credit — Cathy O'Callaghan Chief Investor Relations Officer — Lynn Antipas Tyson TAKEAWAYS Revenue -- $43.3 billion, reflecting over 6% growth despite a nearly 4% volume decline attributed to the exit of low-margin products. Adjusted EBIT -- $3.5 billion; $2.2 billion excluding a one-time $1.3 billion IEPA tariff benefit (allocated $700 million to Ford Blue and $500 million to Ford Pro). Full-Year Adjusted EBIT Guidance -- Raised to $8.5 billion to $10.5 billion, signaling management confidence in ongoing execution. Paid Software Subscriptions (Ford Pro) -- 879,000, up 30% year over year, supporting growing recurring revenue streams. Off-Road Performance Trims (Ford Blue) -- Account for 25% of U.S. sales;
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News
- Ford (NYSE:F) Delivers Impressive Q1 CY2026 [Yahoo! Finance]Yahoo! Finance
- Ford to receive $1.3 billion government refund for Trump's IEEPA tariffs [Yahoo! Finance]Yahoo! Finance
- Ford to receive $1.3 billion government refund for Trump's IEEPA tariffs [CBS News]CBS News
- Ford earnings: By the numbers [Yahoo! Finance]Yahoo! Finance
- Ford's Q1 earnings beat estimates, boosted by IEEPA tariff repeal [Yahoo! Finance]Yahoo! Finance
F
Earnings
- 4/29/26 - Beat
F
Sec Filings
- 4/29/26 - Form SCHEDULE
- 4/29/26 - Form 8-K
- 4/15/26 - Form 8-K
- F's page on the SEC website