FORD MOTOR CO (F) Form 10-Q — Oct 28, 2026
Ford reported Q3 2026 revenue of $49.5 billion, down 2% year over year, with net income of $2,049 million ($0.50 diluted EPS) versus $2,447 million ($0.60) a year ago, pressured by higher taxes and a $398 million net income decline. On an adjusted basis the story was stronger: Company adjusted EBIT rose $72 million to $2,658 million (5.4% margin, up 0.3 ppts), adjusted diluted EPS of $0.49 beat the prior year's $0.45, and adjusted free cash flow was $4.7 billion. Ford Credit EBT jumped $172 million to $803 million while Model e losses narrowed $352 million to $1,058 million.
Key figures
- Eps
- 0.5
- Revenue
- 49526
- Net Income
- 2049
- Revenue Yoy
- -2% (Q3) ; flat for first nine months at $141,075M vs $141,377M
- Total Assets
- 292484
- Cash Position
- 22275
- Shares Outstanding
- 3,922,365,390 Common plus 70,852,076 Class B as of October 26, 2026
- Q3 2025 revenue
- 50534
- Dividend per share
- 0.15
- Q3 2025 net income
- 2447
- Capex guidance 2026
- $9.5B-$10.5B
- Q3 2025 diluted eps
- 0.6
- Ford pro ebit q3 2026
- 1665
- Ford blue ebit q3 2026
- 1392
- Ford credit ebt q3 2026
- 803
- Capital spending q3 2026
- $2.3B
- Cash flow from ops q3 2026
- $5.4B
- Adjusted diluted eps q3 2025
- 0.45
- Adjusted diluted eps q3 2026
- 0.49
- Company adjusted ebit q3 2025
- 2586
- Company adjusted ebit q3 2026
- 2658
- Bospk disposition charges q2 2026
- $2.9B equity method charge plus $0.7B in Cost of sales
- Company adjusted free cash flow q3 2026
- $4.7B
AI analysis
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