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Ford Motor Company reported second‑quarter 2026 total revenues of $48,296 million, down modestly from 2025, and a net loss attributable to Ford of $1,327 million, driven mainly by pre‑tax special items of $4,179 million tied to the BlueOval SK joint venture exit and electric‑vehicle program changes.
For the first half of 2026, net income attributable to Ford rose to $1,221 million from $435 million a year earlier, supported by strong segment EBIT in Ford Blue ($3,077 million) and Ford Pro ($3,403 million), while Ford Model e remained loss‑making with first‑half EBIT of $(1,696) million. Ford Credit contributed first‑half EBT of $1,540 million.
Ford assumed a $3.8 billion U.S. Department of Energy loan at a 4.814% rate, secured by two Kentucky battery plants, with interest‑only payments through 2030 and a minimum Available Liquidity covenant of $4.0 billion. The company also expects about $3 billion of tariff reimbursements and carries a sizeable warranty and field service accrual of $17,571 million, with possible additional warranty costs up to about $2.0 billion.