FORD MOTOR CO (F) Form 8-K — Oct 28, 2026
Ford reported Q3 2026 revenue of $49.5 billion, net income of $2 billion, and adjusted EBIT of $2.7 billion, with adjusted EPS of $0.49 up from $0.45 a year ago despite a 2% revenue decline and 9% lower wholesales. The company raised the low end of its full-year adjusted EBIT guidance to $10.5-$11 billion (from $10-$11 billion) and kept adjusted free cash flow guidance at $6-$7 billion, citing progress on warranty and material cost reductions and a 25% year-over-year narrowing of Model e losses to $1.1 billion.
Key figures
- Eps
- 0.5
- Revenue
- 49500000000
- Guidance
- Full-year adjusted EBIT raised to $10.5-$11 billion (from $10-$11 billion); adjusted free cash flow $6-$7 billion; capex $9.5-$10.5 billion; Ford Blue EBIT ~$5.5B, Ford Pro EBIT ~$7B, Model e losses ~$4B, Ford Credit EBT ~$2.8B
- Net Income
- 2000000000
- Revenue Yoy
- -2%
- Cash Position
- 25300000000
- Liquidity
- $46.4 billion
- Q4 dividend
- 15 cents per share, payable Dec 1, record Nov 10
- Adjusted eps
- $0.49 vs $0.45 prior year
- Adjusted ebit
- $2.7 billion (Q3 2026)
- Adjusted roic
- 13.3%
- Ford pro ebit
- $1,665 million
- Ford blue ebit
- $1,392 million
- Ford credit ebt
- $803 million, up 27%
- Model e ebit loss
- $1,058 million
- Operating cash flow
- $5.4 billion
- Adjusted ebit margin
- 5.4%
- Wholesale units change
- -9%
- Adjusted free cash flow
- $4.7 billion
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