Ford raises full-year adjusted EBIT guidance to $8.5 billion-$10.5 billion
Ford reported first-quarter 2026 revenue of $43.3 billion, up 6% from a year earlier, and net income of $2.5 billion, including a $1.3 billion one-time tariff benefit. The company raised its full-year adjusted EBIT guidance to $8.5 billion-$10.5 billion, which matters to shareholders because it signals higher expected operating profit for 2026 while cash flow weakened.
Key points
- Q1 2026 revenue was $43.3 billion, up from $40.7 billion; diluted EPS was $0.63, up from $0.12.
- Net income of $2.5 billion includes a $1.3 billion one-time IEEPA tariff benefit.
- Full-year adjusted EBIT guidance raised to $8.5 billion-$10.5 billion from $8.0 billion-$10.0 billion.
- Operating cash flow was $1.3 billion versus $3.7 billion a year earlier; adjusted free cash flow was a use of $1.9 billion. A second-quarter dividend of 15 cents per share is payable June 1.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 29, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.