Ford Motor Company's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-28. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $49,526 million (−2.0% vs a year earlier) |
| Diluted EPS (GAAP) | $0.50 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $0.49 |
| Full-year guidance | Raised |
Guidance
Raised low end of 2026 adjusted EBIT guidance to $10.5–$11 billion from $10–$11 billion; adjusted free cash flow still $6–$7 billion.
Why this label: 'raises low end of full-year adjusted EBIT guidance' to $10.5-11B from $10-11B; FCF and capex unchanged; nothing core lower.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| adjusted EBIT | FY2026 | $10.5–$11 billion | $10–$11 billion |
| adjusted free cash flow | FY2026 | $6–$7 billion | $6–$7 billion |
| capital expenditures | FY2026 | $9.5–$10.5 billion | $9.5–$10.5 billion |
| Ford Model e EBIT | FY2026 | loss of about $4 billion | not stated |
| Ford Pro EBIT | FY2026 | about $7 billion | not stated |
| Ford Blue EBIT | FY2026 | about $5.5 billion | not stated |
From the release
Revenue: "Total revenues 50,534 49,526 141,377 141,075"
Earnings per share: "Earnings/(Loss) per share – diluted (GAAP) $ 0.60 $ 0.50 $ 0.72 $ 0.80 Less: Net impact of adjustments 0.15 0.01 (0.24) (0.77) Adjusted earnings/(loss) per share – diluted (Non-GAAP) $ 0.45 $ 0.49"
adjusted EBIT: "Company raises low end of full-year adjusted EBIT guidance to between $10.5 billion and $11 billion (from $10 billion to $11 billion)"
adjusted free cash flow: "Adjusted free cash flow and capital expenditures expectations remain at $6 billion to $7 billion and $9.5 billion to $10.5 billion, respectively."
capital expenditures: "Adjusted free cash flow and capital expenditures expectations remain at $6 billion to $7 billion and $9.5 billion to $10.5 billion, respectively."
Key fact: Raised low end of 2026 adjusted EBIT guidance to $10.5–$11 billion; revenue down 2%.
Source
Ford Motor Company earnings release (SEC filing), accession 0000037996-26-000190, filed 2026-10-28.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.