Ford Motor — Apr 29, 2026 release

EBIT outlook assumptions include a favorable one-time $1.3 billion IEEPA tariff benefit; net $1 billion improvement from the Novelis recovery; commodity headwinds of about $2 billion, $1 billion higher than the previous estimate, led by aluminum (excluding Novelis-related aluminum costs); tariff impacts of about $1 billion (excluding IEEPA benefit and Novelis temporary costs); on track for $1 billion in material and warranty cost reductions; and about $1 billion of incremental investment in Model e to support the ramp of the Universal EV platform and Ford Energy. Ford’s annual meeting will take place online at 8:30 a.m. ET on Thursday, May 14. Conference Call Details At 5:00 p.m. ET today, Ford and Ford Credit management will hold a conference call to discuss these financial results. For the webcast, click here. It will be available for replay for approximately one week following the call at the same link. Analysts will be able to ask questions on the call. Registration beforehand is strongly recommended to expedite access to the call. # # # About Ford Motor Company Ford Motor Company (NYSE: F) is a global company based in Dearborn, Michigan, committed to helping build a better world, where every person is free to move and pursue their dreams. The company’s Ford+ plan for growth and value creation combines existing strengths, new capabilities, and always-on relationships with customers to enrich experiences for customers and deepen their loyalty. Ford develops and delivers innovative, must-have Ford trucks, sport utility vehicles, commercial vans and cars and Lincoln luxury vehicles, along with connected services, including BlueCruise (AD