- Start
- Jul 28, 202690% CONFIDENCEfrom the source
Ford Raises 2026 Guidance Despite a US$3.6 Billion BlueOval SK Charge
- Ford reported second-quarter revenue of US$48.3 billion, down US$1.9 billion year over year, with adjusted EBIT of US$2.5 billion, up US$0.4 billion, and a net loss of US$1.3 billion[1]
- The loss includes US$4.2 billion of pre-tax special charges, among them a US$3.6 billion largely non-cash charge for the previously announced disposition of the BlueOval SK joint venture and US$0.5 billion tied to the EV program cancellations announced in December 2025[1][2]
- Ford raised full-year adjusted EBIT guidance to US$10 billion to US$11 billion from US$8.5 billion to US$10.5 billion, and adjusted free cash flow to US$6.0 billion to US$7.0 billion from US$5.0 billion to US$6.0 billion[1][2]
- CNBC reported adjusted EPS of 42 cents against 35 cents expected, automotive revenue of US$44.89 billion against US$45.86 billion expected, and shares up nearly 7% after hours[2]
- CEO Jim Farley said trucks, off-roaders and hybrids are commanding pricing power and pointed to Ford Energy as a new source of growth; the board declared a third-quarter dividend of 15 cents a share[1]
References 386% CONFIDENCEOverall confidence: 86%How well the pin's source and references back up its dates.Weighted average of how firmly 3 references, the source included, support the pin's start and end times; a reference counts half as much for every 180 days older than the newestShow all pins at 75% confidence or better
The first entry is always the pin's source. Overall confidence is a weighted average of how firmly each reference supports the start and end times used above; a reference counts half as much for every 180 days older than the newest.
- [1]90%sec.gov/Archives/edgar/data/0000037996/000003799626000155/exhibit99tojuly282026for.htmsec.gov· Posted Oct 5, 2026· Starts Jul 28, 2026 ✓· 39% of score
Ford's release (SEC Exhibit 99) is datelined "DEARBORN, Mich., July 28, 2026" and CNBC's[2] report was published Tue, Jul 28 2026.
- [2]92%Ford raises guidance after Q2 earnings beat, says F-Series recovery is on track - CNBCcnbc.com· Published Jul 28, 2026· 30% of score
Opened: consensus comparison, guidance, special charges.[1]
- [3]75%Ford posts 2Q loss on EV charges but ups profit guidance - The Detroit Newsdetroitnews.com· Published Jul 28, 2026· 30% of score
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