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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
- Losses narrowed, cash strengthened, and 2003 guidance targeted Automotive breakeven.F
Q4 2002 - Financial Services drove a profit rebound as automotive losses and pricing pressure persisted.FQ4 2003
- Net income rebounded, but automotive losses and intense competition remained.FQ4 2004
- Automotive losses widened as share erosion and overcapacity drove a major restructuring.FQ4 2005
- A $12.6B loss and deep restructuring put liquidity, capacity cuts, and new products at the center of recovery.FQ4 2006
- Losses narrowed, but the turnaround still faced weak demand and funding risks.FQ4 2007
- A $14.7B loss and liquidity stress defined 2008; restructuring targets recovery by 2011.FQ4 2008
- A sharp earnings recovery set against falling revenue, high debt and a fragile market rebound.FQ4 2009
- Profit rebounded, debt fell sharply, and 2011 guidance called for further operating gains.FQ4 2010
- North America strength could not offset Europe’s deepening downturn and lower earnings.FQ4 2012
Next Ford Motor Company earnings date
Barclays 17th Annual Global Automotive and Mobility Tech Conference18 Nov, 2026
Ford Motor Company
Next Ford Motor Company earnings date
Barclays 17th Annual Global Automotive and Mobility Tech Conference18 Nov, 2026
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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