Quarterly ResultApr 29, 2026, 04:39 PM
F Q1 Revenue $43.3B, Net Income $2.5B; Raises FY EBIT Guidance
AI Summary
Ford Motor Company reported strong first-quarter 2026 financial results, with revenue of $43.3 billion, a 6% increase year-over-year, and net income of $2.5 billion. Adjusted EBIT reached $3.5 billion, reflecting a $1.3 billion one-time IEEPA tariff benefit, strong product mix, and growth in software and physical services. The company also raised its full-year adjusted EBIT guidance to $8.5 billion to $10.5 billion and declared a second-quarter regular dividend of 15 cents per share. Ford Blue and Ford Pro segments showed strong performance, while Model e continued to optimize for profitability.
Key Highlights
- Raised full-year adjusted EBIT guidance to $8.5 billion-$10.5 billion (from $8.0 billion-$10.0 billion).
- Q1 2026 revenue increased 6% to $43.3 billion.
- Q1 2026 net income was $2.5 billion; adjusted EBIT was $3.5 billion.
- Declared a second-quarter regular dividend of 15 cents per share.
- Ford Blue segment EBIT was $1.9 billion; Ford Pro segment EBIT was $1.7 billion.
- Ford Model e segment reported a Q1 EBIT loss of $777 million.
- Results include a $1.3 billion one-time IEEPA tariff benefit.