Ford Motor Company Q2 2026 Earnings Call Summary

Ford Motor Company raised its full-year adjusted EBIT guidance to $10 billion–$11 billion, assuming a US SAR of 16 million to 16.5 million units and a 50-basis point increase in industry pricing. The $1 billion increase in EBIT guidance was attributed to strong pricing power and a favorable product mix, with management specifically highlighting record Bronco sales and the continued dominance of the F-Series franchise in driving results.
The company achieved the number one ranking among ma