Ford publishes transcript of Q2 2026 earnings call
F•Drivers of revenue and earnings
House flagged a 4% revenue drop from lower Novelis aluminum supply and planned volume reductions tied to portfolio refresh; mix and net pricing drove earnings.
Affordable EV plan and Apple maps
Farley outlined a new affordable EV on the UEV platform starting around $30,000, with customer deliveries beginning next year; Apple was named as the embedded map provider.
Q2 results and full-year guidance
Ford’s Q2 2026 earnings call drew CEO Jim Farley, CFO Sherry House, IR chief Maria Ricciardone, plus operating leaders for Ford Blue/Model e, Ford Pro, operations, and Ford Credit.
Adjusted EBIT rose to $2.5 billion on revenue of $48.3 billion; full-year adjusted EBIT guidance was raised and narrowed to $10 billion-$11 billion.
Ford Energy and Oakville expansion
Farley said Ford Energy targets 20 gigawatt-hours of annual capacity by late next year; the Oakville expansion is set for Q4 to add up to 100,000 Super Duty units.
