🔹 Revenue: $50.18 B (Est. $45.29 B) 🟢; UP +5% YoY
🔹 Adj. EPS: $0.37 (Est. $0.33) 🟢
🔹 Adj. EBIT: $2.18 B (Est. $1.91 B) 🟢
Segment Performance
🔹 Ford Model e EBIT loss: $1.33 B (Est. loss $1.30 B) 🔴
🔹 Ford Pro EBIT: $2.32 B
Other Metrics
🔹 Tariff-related headwind: $0.8 B
🔹 Operating Cash Flow: $6.3 B
🔹 Adj. Free Cash Flow: $2.8 B
🔹 Declares Q3 dividend: $0.15 /share
Guidance
🔹 Full‑Year Capex: $9.0 B (Est. $8.15 B) 🔴
🔹 Full‑Year Adj. EBIT: $6.5 B – $7.5 B
🔹 Full‑Year Adj. Free Cash Flow: $3.5 B – $4.5 B
CEO & CFO Commentary
🔸 “Ford Pro is a unique competitive advantage driving both top‑ and bottom‑line growth while creating new high‑margin revenue streams…” – Jim Farley
🔸 “We recorded our fourth consecutive quarter of year‑over‑year cost improvement, excluding the impact of tariffs, building on progress we made last year…” – Sherry House