HighGravityDataCurrent guidance
31 items
Ford Motor
Guidance from Ford Motor’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Oct 2, 2026
Data checked
Oct 2, 2026
What changed in the Oct 2, 2026 release
Each item compared with the same item in the previous release (Jul 28, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Reiterated | Adjusted EBIT | for FY2026 | “$10.0 billion to $11.0 billion” | “$10.0 billion to $11.0 billion” | Filing ↗ |
Show 23 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Adjusted EBIT margin target | for FY2029 | “8% adjusted EBIT margin” | — | Filing ↗ |
| Not restated | Ford Credit earnings before taxes | for FY2026 | “above $2.5 billion” | — | Filing ↗ |
| Not restated | Adjusted free cash flow | for FY2026 | “$6.0 billion to $7.0 billion” | — | Filing ↗ |
| Not restated | Adjusted free cash flow (Company) | for FY2026 | “$5.0 billion to $6.0 billion” | — | Filing ↗ |
| Not restated | Capital expenditures for Ford Energy | for FY2026 | “$1.5 billion” | — | Filing ↗ |
| Not restated | Capital expenditures for Ford Energy ramp | for FY2026 | “around $1.5 billion” | — | Filing ↗ |
| Not restated | Capital expenditures to begin ramping Ford Energy | for FY2026 | “around $1.5 billion” | — | Filing ↗ |
| Not restated | Cash recovery of IEEPA reimbursement | for FY2026 | “approximately $500 million” | — | Filing ↗ |
| Not restated | Ford Blue EBIT | for FY2026 | “$5.0 billion to $5.5 billion” | — | Filing ↗ |
| Not restated | Ford Credit EBT | for FY2026 | “about $2.5 billion” | — | Filing ↗ |
| Not restated | Ford Model e incremental investment (UEV platform and Ford Energy) | for FY2026 | “about $1 billion” | — | Filing ↗ |
| Not restated | Ford Model e loss | for FY2026 | “approximately $4.0 billion” | — | Filing ↗ |
| Not restated | IEEPA tariff benefit (one-time) | for FY2026 | “$1.3 billion” | — | Filing ↗ |
| Not restated | Incremental investment in Model e (UEV platform and Ford Energy) | for FY2026 | “about $1 billion” | — | Filing ↗ |
| Not restated | Industry Pricing | for FY2026 | “flat” | — | Filing ↗ |
| Not restated | Investment in Universal EV and Ford Energy | for FY2026 | “approximately $1 billion” | — | Filing ↗ |
| Not restated | Material and warranty cost reductions | for FY2026 | “approximately $1 billion” | — | Filing ↗ |
| Not restated | Mitigation of Novelis-related adjusted EBIT headwind | for FY2026 | “at least $1.0 billion” | — | Filing ↗ |
| Not restated | Novelis recovery improvement | for FY2026 | “net $1 billion” | — | Filing ↗ |
| Not restated | Novelis year-over-year impact | for FY2026 | “about $1 billion” | — | Filing ↗ |
| Not restated | Tariff Impacts (excluding IEEPA benefit and Novelis temporary costs) | for FY2026 | “about $1 billion” | — | Filing ↗ |
| Not restated | U.S. industry net pricing | for FY2026 | “up about 0.5%” | — | Filing ↗ |
| Not restated | U.S. SAAR | for FY2026 | “16.0 million to 16.5 million units” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Ford Credit earnings before taxes | “above $2.5 billion” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| Adjusted EBIT | “$10.0 billion to $11.0 billion” | for FY2026 | Company-defined | Apr 29, 2026 | 3 | Filing ↗ |
| Adjusted free cash flow | “$6.0 billion to $7.0 billion” | for FY2026 | Company-defined | Apr 29, 2026 | 2 | Filing ↗ |
| Adjusted free cash flow (Company) | “$5.0 billion to $6.0 billion” | for FY2026 | Company-defined | Feb 10, 2026 | 1 | Filing ↗ |
| Capital expenditures | “$9.5 billion to $10.5 billion” | for FY2026 | Company-defined | Feb 10, 2026 | 3 | Filing ↗ |
| Capital expenditures for Ford Energy | “$1.5 billion” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Capital expenditures for Ford Energy ramp | “around $1.5 billion” | for FY2026 | Company-defined | Feb 10, 2026 | 1 | Filing ↗ |
| Capital expenditures to begin ramping Ford Energy | “around $1.5 billion” | for FY2026 | Company-defined | Feb 10, 2026 | 1 | Filing ↗ |
| Cash recovery of IEEPA reimbursement | “approximately $500 million” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| Commodity Headwinds | “about $2 billion” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Company adjusted EBIT | “$8.0 billion to $10.0 billion” | for FY2026 | Company-defined | Feb 10, 2026 | 1 | Filing ↗ |
| Ford Blue EBIT | “$5.0 billion to $5.5 billion” | for FY2026 | Company-defined | Apr 29, 2026 | 2 | Filing ↗ |
| Ford Credit EBT | “about $2.5 billion” | for FY2026 | Company-defined | Feb 10, 2026 | 2 | Filing ↗ |
| Ford Model e incremental investment (UEV platform and Ford Energy) | “about $1 billion” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| Ford Model e loss | “approximately $4.0 billion” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| Ford Model e loss outlook | “$4.0 billion to $4.5 billion” | for FY2026 | Company-defined | Feb 10, 2026 | 1 | Filing ↗ |
| Ford Model e losses | “$4.0 billion to $4.5 billion” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Ford Pro EBIT | “$7.0 billion to $7.5 billion” | for FY2026 | Company-defined | Apr 29, 2026 | 2 | Filing ↗ |
| Ford Pro EBIT outlook | “$6.5 billion to $7.5 billion” | for FY2026 | Company-defined | Feb 10, 2026 | 1 | Filing ↗ |
| IEEPA tariff benefit (one-time) | “$1.3 billion” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Incremental investment in Model e (UEV platform and Ford Energy) | “about $1 billion” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Industry Pricing | “flat” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Investment in Universal EV and Ford Energy | “approximately $1 billion” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| Material and warranty cost reductions | “approximately $1 billion” | for FY2026 | Company-defined | Apr 29, 2026 | 2 | Filing ↗ |
| Mitigation of Novelis-related adjusted EBIT headwind | “at least $1.0 billion” | for FY2026 | Company-defined | Oct 23, 2025 | 1 | Filing ↗ |
| Novelis recovery improvement | “net $1 billion” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| Novelis year-over-year impact | “about $1 billion” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| Tariff Impacts (excluding IEEPA benefit and Novelis temporary costs) | “about $1 billion” | for FY2026 | Company-defined | Apr 29, 2026 | 1 | Filing ↗ |
| U.S. industry net pricing | “up about 0.5%” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| U.S. SAAR | “16.0 million to 16.5 million units” | for FY2026 | Company-defined | Apr 29, 2026 | 2 | Filing ↗ |
Next year and medium term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Adjusted EBIT margin target | “8% adjusted EBIT margin” | for FY2029 | Company-defined | Feb 10, 2026 | 1 | Filing ↗ |
How one item moved
Adjusted EBIT, for FY2026 — every statement across the year, each linked to its filing.
How your Autos & components sector group guides
12 companies in Autos & components. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| General Motors | Oct 20, 2026 | 6 changes |
| Ford Motor | Oct 2, 2026 | 0 changes |
| Dana | Aug 6, 2026 | 10 changes |
| BorgWarner | Aug 5, 2026 | 13 changes |
| Goodyear Tire & Rubber | Aug 5, 2026 | 6 changes |
| Aptiv | Aug 4, 2026 | 18 changes |
| Allison Transmission | Aug 3, 2026 | 11 changes |
| Lear | Jul 31, 2026 | 5 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2029 | FY2026 | FY2025 | No period |
|---|---|---|---|---|
| Adjusted EBIT margin target | 1 statement | — | — | — |
| Ford Credit earnings before taxes | — | 1 statement | 1 statement | — |
| Adjusted EBIT | — | 3 statements | 4 statements | — |
| Adjusted EBIT headwind (Novelis fire) | — | — | 1 statement | — |
| Adjusted free cash flow | — | 3 statements | 2 statements | — |
The full record for Ford Motor and its Autos & components peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Oct 2, 2026 | FY2026 Q3 | 0000037996-26-000184 | 1 | Open filing ↗ |
| Jul 28, 2026 | FY2026 Q2 | 0000037996-26-000155 | 16 | Open filing ↗ |
| Apr 29, 2026 | FY2026 Q1 | 0000037996-26-000084 | 18 | Open filing ↗ |
| Feb 10, 2026 | FY2025 Q4 | 0000037996-26-000014 | 9 | Open filing ↗ |
| Oct 23, 2025 | FY2025 Q3 | 0000037996-25-000185 | 14 | Open filing ↗ |
| Jul 30, 2025 | FY2025 Q2 | 0000037996-25-000146 | 7 | Open filing ↗ |
| May 5, 2025 | FY2025 Q1 | 0000037996-25-000071 | 2 | Open filing ↗ |
| Feb 5, 2025 | FY2024 Q4 | 0000037996-25-000011 | 11 | Open filing ↗ |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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