Ford Q3 2026: Revenue Tops $49.5B, Guidance Floor Raised to $10.5B
As seen on the 24/7 Wall St. homepage on October 28, 2026.
Ford topped expectations on both lines and lifted the floor of its full-year adjusted EBIT guidance to $10.5 billion. The catch: management still guides Model e to roughly $4 billion in losses this year.
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Ford's third-quarter revenue of $49.53 billion came in above expectations, and management lifted the floor of its full-year adjusted EBIT guidance to $10.5 billion.
Wholesale volumes fell 9% year over year, so the earnings strength rests on pricing and mix discipline rather than demand.
Ford Credit carried the quarter with earnings before taxes up 27%, offsetting commodity headwinds weighing on the Pro and Blue segments.
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Model e remains the drag, with roughly $4 billion in losses expected for the full year. Jim Farley is pointing to the coming Universal Electric Vehicle platform and an all-new F-150 to change that trajectory.
Ford declared a fourth-quarter dividend of 15 cents per share, payable December 1 to holders of record on November 10, and reaffirmed its full-year free cash flow guidance.
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