HighGravityDataFord Motor — Apr 29, 2026 release
Fiscal 2026 first-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000037996-26-000084
Showing in the filing
Adjusted EBIT
“$8.5 billion to $10.5 billion”
Period
FY2026
Measure
Company-defined measure
Source
Prose
All guidance in this release · 18
Regular dividend for Q2 FY2026
“15 cents per share”
Regular Dividend for Q2 FY2026
“15 cents per share”
Adjusted EBIT for FY2026
“$8.5 billion to $10.5 billion”
Adjusted free cash flow for FY2026
“$5.0 billion to $6.0 billion”
Capital expenditures for FY2026
“$9.5 billion to $10.5 billion”
Capital expenditures for Ford Energy for FY2026
“$1.5 billion”
Ford Pro EBIT for FY2026
“$6.5 billion to $7.5 billion”
Ford Blue EBIT for FY2026
“$4.5 billion to $5.0 billion”
Ford Model e losses for FY2026
“$4.0 billion to $4.5 billion”
Ford Credit EBT for FY2026
“about $2.5 billion”
U.S. SAAR for FY2026
“16.0 million to 16.5 million”
Industry Pricing for FY2026
“flat”
IEEPA tariff benefit (one-time) for FY2026
“$1.3 billion”
Novelis recovery improvement for FY2026
“net $1 billion”
Commodity Headwinds for FY2026
“about $2 billion”
Tariff Impacts (excluding IEEPA benefit and … for FY2026
“about $1 billion”
Material and warranty cost reductions for FY2026
“$1 billion”
Incremental investment in Model e (UEV platf… for FY2026
“about $1 billion”
Exhibit 99.1 · the passage around this item
… earlier in the release
product mix and net pricing, and growth in software and physical services • Company declared a second-quarter regular dividend of 15 cents per share on April 28, 2026 • Company raises full-year adjusted EBIT guidance to $8.5 billion to $10.5 billion (from $8.0 billion to $10.0 billion) DEARBORN, Mich., April 29, 2026 – Ford Motor Company (NYSE: F) today announced its first-quarter quarter 2026 financial results. “Our strong first-quarter results and raised full-year guidance reflect the momentum of the Ford+ plan,” said Ford President and CEO Jim Farley. “We built the foundation for a more modern, resilient Ford, improving cost and quality and building our world-class team. We are well- prepared to deliver for our customers and shareholders as we enter one of the most intensive product, software and physical services rollouts in our history.” Added Ford CFO Sherry House: “The path to higher margins is clear, and the first-quarter demonstrates those building blocks in action. The strength in the quarter reflects strong execution in our profit pillars, and we remain on track to deliver our full-year cost reductions. When combined with accretive recurring revenue from software and physical services and decisive actions to improve our EV performance, we are driving a fundamentally more profitable business, allocating capital with extreme discipline, protecting our balance sheet, and positioning Ford to deliver consistently higher
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.