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Ford Motor logoFord Motor F

Ford said it reported Q3 2026 revenue of $49.5 billion, net income of $2 billion and adjusted EBIT of $2.7 billion. Wholesale units for Q3 were 1,049 (000), down 9% from 1,156 (000) in the same quarter a year earlier.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Ford said it reported Q3 2026 revenue of $49.5 billion, net income of $2 billion and adjusted EBIT of $2.7 billion. Wholesale units for Q3 were 1,049 (000), down 9% from 1,156 (000) in the same quarter a year earlier.

  2. The company said it recorded operating cash flow of $5.4 billion and adjusted free cash flow of $4.7 billion in Q3, and that it held $25.3 billion in cash and $46.4 billion in liquidity at the end of the quarter. It also declared a Q4 regular dividend of 15 cents per share.

  3. Ford reported Ford Blue EBIT of $1.4 billion in Q3, down 10%, Ford Pro EBIT of $1.7 billion, down 16%, and an EBIT loss at Ford Model e of $1.1 billion, an improvement of 25% from a year earlier. The company cited lower volume from product discontinuations and higher commodity costs as factors in the Ford Blue decline, and higher commodity costs and temporary launch costs tied to Super Duty production as factors in the Ford Pro decline.

  4. The company said it raised the low end of its full-year adjusted EBIT outlook to $10.5 billion to $11 billion from the prior $10 billion to $11 billion. It kept its adjusted free cash flow outlook of $6 billion to $7 billion and its capital expenditures outlook of $9.5 billion to $10.5 billion unchanged.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Ford Reports Q3 Results: Revenue $49.5 billion, Net Income $2 billion, Adjusted EBIT $2.7 billion

Ford said it reported Q3 2026 revenue of $49.5 billion, net income of $2 billion and adjusted EBIT of $2.7 billion. Wholesale units for Q3 were 1,049 (000), down 9% from 1,156 (000) in the same quarter a year earlier.

Source · Based on the filing body and exhibits

Ford Q3 operating cash flow $5.4 billion, cash $25.3 billion, Q4 dividend 15 cents

The company said it recorded operating cash flow of $5.4 billion and adjusted free cash flow of $4.7 billion in Q3, and that it held $25.3 billion in cash and $46.4 billion in liquidity at the end of the quarter. It also declared a Q4 regular dividend of 15 cents per share.

Source · Based on the filing body and exhibits

Segment Q3 EBIT: Ford Blue $1.4 billion, Ford Pro $1.7 billion, Ford Model e loss $1.1 billion

Ford reported Ford Blue EBIT of $1.4 billion in Q3, down 10%, Ford Pro EBIT of $1.7 billion, down 16%, and an EBIT loss at Ford Model e of $1.1 billion, an improvement of 25% from a year earlier. The company cited lower volume from product discontinuations and higher commodity costs as factors in the Ford Blue decline, and higher commodity costs and temporary launch costs tied to Super Duty production as factors in the Ford Pro decline.

Source · Based on the filing body and exhibits

Full-year adjusted EBIT outlook low end raised to $10.5 billion to $11 billion

The company said it raised the low end of its full-year adjusted EBIT outlook to $10.5 billion to $11 billion from the prior $10 billion to $11 billion. It kept its adjusted free cash flow outlook of $6 billion to $7 billion and its capital expenditures outlook of $9.5 billion to $10.5 billion unchanged.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.