Ford reports Q2 2026 results: $48.3 billion in revenue, $2.5 billion in adjusted EBIT, and a $1 billion increase in full-year profit outlook

Ford's Q2 2026 results showcased a robust performance with $48.3 billion in revenue and $2.5 billion in adjusted EBIT, marking a 17% increase year-over-year. The company also reported a GAAP net loss of $1.3 billion, primarily due to a $3.6 billion one-time charge linked to its BlueOval SK joint venture.¹²³

Despite the loss, Ford's operational strength led to a $1 billion increase in its full-year profit outlook. The automaker generated $2.1 billion in adjusted free cash flow, boosting total liquidity to over $43 billion. Ford Blue segment delivered $1.1 billion in EBIT, up 72% year-over-year, driven by strong pricing and product mix.⁴⁵⁶

In addition, Ford's customer subscriptions surged 50% year-over-year to 1.6 million, including over 900,000 Ford Pro Intelligence subscriptions. The company also announced a 15-cent regular dividend as part of its capital allocation framework, which aims to fund high-return growth while returning value to shareholders. Ford's strategy remains focused on achieving an 8% EBIT margin by 2029.⁷⁹

Ford was also recognized as the No. 1 mainstream brand in the J.D. Power 2026 Initial Quality Study, reflecting its commitment to quality at launch.⁸