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FORD MOTOR CO Quarterly Report for Q2 Ended Jun 30, 2026

Filing Date
Filed July 29, 2026
Period End
June 30, 2026
Securities
FF-PCF-PDF-PB
In the record · 2016–202610-K1410-Q328-K283

F filed 14 annual reports (10-K), 32 quarterly reports (10-Q) and 283 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Oct ’17Oct ’17
  2. Impairment8-K · Oct ’19Oct ’19
  3. Material agreement8-K · Sep ’21Sep ’21
  4. Material agreement8-K · Jul ’25Jul ’25

01—Abstract

Summary

Summary of the 10-Q filed July 29, 2026. Cited figures are marked; the original filing is the authoritative source.

Ford Motor Company reported a net loss attributable to Ford Motor Company of $1.327 billiona for the second quarter of 2026, a significant decrease from the prior year's net loss of $36 million.

This widened loss was primarily driven by substantial "special items" totaling $4.179 billionb, largely due to charges related to the BlueOval SK (BOSK) joint venture disposition and EV program cancellations. Excluding these special items, the company's adjusted EBIT improved to $2.503 billion, reflecting stronger performance in the Ford Blue and Ford Pro segments, as well as improved Ford Credit earnings. Despite the GAAP net loss, the company demonstrated operational resilience.

Ford Blue saw a significant year-over-year increase in EBIT, driven by favorable market factors, product mix, and net pricing. Ford Model e, while still reporting an EBIT loss, showed improvement compared to the prior year due to lower losses on its Gen-1 products. Ford Pro's EBIT decreased due to ongoing recovery from supply chain disruptions.

Ford Credit also reported an increase in earnings before taxes (EBT), supported by improved financing margins and favorable other items. Management guidance for the full year 2026 anticipates adjusted EBIT between $10.0 billionc and $11.0 billion and adjusted free cash flow between $6.0 billion and $7.0 billion.

02—Key points

Key Highlights

  1. Reported a GAAP net loss of $1.327 billion for Q2 2026, primarily due to $4.179 billion in pre-tax special item charges related to the BOSK JV disposition and EV program cancellations.
  2. Adjusted EBIT, excluding special items, increased to $2.503 billion in Q2 2026, up from $2.140 billion in Q2 2025, indicating improved underlying operational performance.
  3. Ford Blue segment EBIT grew to $1.135 billion in Q2 2026, driven by favorable market factors, product mix, and net pricing, despite a decrease in wholesale units.
  4. Ford Model e segment EBIT loss improved to $919 million in Q2 2026, compared to a loss of $1.329 billion in Q2 2025, reflecting efforts to right-size production and reduce losses on Gen-1 products.
  5. Ford Pro segment EBIT decreased to $1.718 billion in Q2 2026, primarily due to ongoing recovery from supply chain disruptions and higher commodity prices.
  6. Ford Credit segment EBT increased to $757 million in Q2 2026, driven by improved financing margins and favorable other items.
  7. Full-year 2026 guidance projects Adjusted EBIT between $10.0 billion and $11.0 billion and Adjusted Free Cash Flow between $6.0 billion and $7.0 billion.

03—Questions

Frequently Asked Questions

  1. What is the main reason for Ford's net loss in the second quarter of 2026?

    The primary reason for Ford's net loss of $1.327 billion in the second quarter of 2026 is the recognition of significant 'special items' totaling $4.179 billion. These charges are largely attributable to the disposition of the BlueOval SK (BOSK) joint venture and the cancellation of certain EV programs.

  2. How did Ford's core automotive segments perform excluding special items?

    Excluding special items, Ford's underlying operational performance showed improvement. Ford Blue segment EBIT increased year-over-year due to favorable market factors and pricing. Ford Model e, while still reporting a loss, demonstrated an improving trend due to production adjustments and cost management. Ford Pro segment experienced a decline in EBIT due to ongoing supply chain recovery and commodity cost pressures.

  3. What is Ford's outlook for the full year 2026 in terms of profitability and cash flow?

    Ford is forecasting full-year 2026 Adjusted EBIT to be between $10.0 billion and $11.0 billion, and Adjusted Free Cash Flow to be between $6.0 billion and $7.0 billion. This guidance reflects expectations for improvements across key segments and continued strength in Ford Credit.

  4. How is Ford Credit performing, and what is its outlook?

    Ford Credit's segment reported an increase in Earnings Before Taxes (EBT) to $757 million in Q2 2026, up from $645 million in Q2 2025, driven by improved financing margins and favorable 'other' items. The outlook for Ford Credit's full-year EBT is expected to be above $2.5 billion.

04—Continue

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