Ford publishes transcript of Q2 2026 earnings call

PUBT · 2d ago
Ford publishes transcript of Q2 2026 earnings call
  • Ford’s Q2 2026 earnings call drew CEO Jim Farley, CFO Sherry House, IR chief Maria Ricciardone, plus operating leaders for Ford Blue/Model e, Ford Pro, operations, Ford Credit.
  • Adjusted EBIT rose to USD 2.5 billion on revenue of USD 48.3 billion; full-year adjusted EBIT guidance raised and narrowed to USD 10-11 billion.
  • House flagged a 4% revenue drop from lower Novelis aluminum supply and planned volume reductions tied to portfolio refresh; mix and net pricing drove earnings.
  • Farley outlined a new affordable EV on the UEV platform starting around USD 30,000, with customer deliveries beginning next year; Apple named embedded map provider.
  • Farley said Ford Energy targets 20 gigawatt-hours of annual capacity by late next year; Oakville expansion set for Q4 to add up to 100,000 Super Duty units.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Ford Motor Company published the original content used to generate this news brief on July 30, 2026, and is solely responsible for the information contained therein.