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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Ford Motor Company
Ford Motor Company (F) investor relations material
Ford Motor Company Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Q3 adjusted EBIT was $2.658B, up 3% YoY despite revenue declining 2% to $49.5B; adjusted EBIT margin rose to 5.4% from 5.1%.
FY2026 adjusted EBIT guidance rose at the low end to $10.5B-$11B; adjusted FCF guidance remained $6B-$7B.
Strategy targets 8% adjusted EBIT margins by 2029 through refreshed products, lower-cost operations, auto adjacencies and Ford Energy.
Financial highlights
Q3 adjusted FCF was $4.7B versus $4.3B; operating cash flow was $5.4B versus $7.4B.
Net income attributable to Ford was $2.049B versus $2.447B; GAAP diluted EPS was $0.50 versus $0.60, while adjusted diluted EPS rose to $0.49 from $0.45.
First-nine-month adjusted EBIT was $8.649B versus $5.745B, adjusted EBIT margin was 6.1% versus 4.1%, and adjusted diluted EPS was $1.57 versus $0.96.
Cash was $25.3B and total liquidity was $46.4B at quarter-end.
Outlook and guidance
FY2026 segment outlook: Ford Blue EBIT ~$5.5B, Ford Pro EBIT ~$7B, Model e loss ~$4B and Ford Credit EBT ~$2.8B.
Guidance retains adjusted FCF of $6B-$7B and capital spending of $9.5B-$10.5B; assumptions include U.S. SAAR of 16.5M and U.S. industry pricing up ~1% YoY.
Commodity headwinds are expected to approach $2.5B YoY; the outlook includes a net $1B improvement from Novelis recovery and $1B in material and warranty cost reductions, excluding tariffs and Novelis.
2027 profitability is targeted roughly in line with 2026, with ~$2B YoY headwinds from commodities, memory and logistics; Model e remains targeted for breakeven by 2029.
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Latest events from Ford Motor Company
- ABS platforms pair established issuance programs with layered credit enhancement.F
Investor presentation - Q2 2026 delivered higher adjusted EBIT and record hybrid sales, with strong Ford Credit performance.FConference presentation
- Q2 2026 saw higher adjusted EBIT, strong liquidity, and resilient Ford Credit performance.FConference presentation
- Q2 2026 delivered higher EBIT and strong liquidity, with Ford Credit and core segments performing well.FConference presentation
- Transformation accelerates with integrated services, in-house tech, and AI-driven innovation.FMorgan Stanley's 14th Annual Laguna Conference
- Connected digital ecosystem, AI innovation, and unified sales drive subscriber and ARPU growth.FGoldman Sachs Communacopia + Technology Conference 2026
- Adjusted EBIT rose 17% to $2.5B as full-year guidance increased despite a $1.3B net loss.FQ2 2026
- Board elections and key proposals passed; new EV and battery initiatives highlighted.FAGM 2026
- Q3 2025 revenue up 9% to $50.5B, net income $2.45B, and strong cash flow despite headwinds.FQ3 2025
Next Ford Motor Company earnings date
Q4 20269 Feb, 2027
Ford Motor Company
Next Ford Motor Company earnings date
Q4 20269 Feb, 2027
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Frequently asked questions
A pioneer in the automobile industry
Ford Motor Company, founded in 1903, is one of the world's leading automotive manufacturers with a reputation for innovation and quality. With a strong presence in both domestic and international markets, the company has been able to generate significant revenue through various business segments.
Ford’s primary revenue stream
Automotive manufacturing is the primary revenue stream for Ford. The company has a wide range of products, including cars, trucks, SUVs, and commercial vehicles. Ford is also one of the leaders in the electric and hybrid vehicle market, with popular models such as the Mustang Mach-E and the F-150 Lightning. The company has a global manufacturing footprint and produces vehicles in countries such as the United States, China, and Germany. Other public companies in the automotive manufacturing industry include General Motors, Toyota, and Volkswagen.
Offering financial services
Ford's financial services division has become a growing revenue stream for the company. With a focus on providing financing, leasing, and insurance services for its vehicles, Ford has been able to attract a large customer base. The company has also invested heavily in research and development, which has allowed it to stay ahead of its competitors. Ford Credit, the company's financial services arm, has been providing financing options to customers for over 60 years.
Tapping into the growing mobility market
Ford's mobility solutions division has become an emerging revenue driver for the company. With a focus on providing transportation solutions, including ride-sharing and autonomous vehicles, Ford has been able to tap into the growing mobility market. The company has also partnered with other companies to create end-to-end mobility solutions, which has helped it gain market share. Ford has launched several mobility projects, including the Chariot shuttle service and the self-driving car project, Argo AI.
Interesting facts about Ford
Henry Ford, the company's founder, was the first person to use an assembly line in automotive manufacturing, revolutionizing the industry.
The Ford F-Series pickup truck has been the best-selling vehicle in the United States for over 40 years.
Ford has a long history of involvement in motorsports, including the iconic Ford GT40, which won the 24 Hours of Le Mans four times in a row from 1966 to 1969.
Further reading: The Ford Family: A Permanent Mark in Business History