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Ford Motor Company reported second-quarter 2026 revenue of $48.3 billion, down $1.9 billion year-over-year, and a net loss of $1.3 billion that includes $4.2 billion of pre-tax special item charges, primarily a $3.6 billion largely non-cash charge related to the BlueOval SK joint venture disposition and $0.5 billion from EV program cancellations. Adjusted EBIT was $2.5 billion, up $0.4 billion year-over-year, with operating cash flow of $4.3 billion and adjusted free cash flow of $2.1 billion. Quarter-end cash was $22.3 billion and total liquidity $43.4 billion.
Ford Pro generated $1.7 billion of EBIT on $17.8 billion of revenue at a 9.7% margin; Ford Blue delivered $1.1 billion of EBIT on $26.1 billion of revenue; Ford Model e posted a $919 million EBIT loss on $1.0 billion of revenue, its third consecutive quarter of year-over-year EBIT improvement. Ford Credit earned $757 million before taxes. The company declared a third-quarter regular dividend of 15 cents per share.
Building on first-half performance, Ford raised its full-year 2026 guidance to adjusted EBIT of $10.0 billion to $11.0 billion and adjusted free cash flow of $6.0 billion to $7.0 billion, with capital expenditures of $9.5 billion to $10.5 billion. Segment expectations now include Ford Blue EBIT of $5.0 billion to $5.5 billion, Ford Pro EBIT of $7.0 billion to $7.5 billion, a Ford Model e loss of approximately $4.0 billion including about $1 billion of incremental Universal EV and Ford Energy investment, and Ford Credit earnings before taxes above $2.5 billion. Guidance assumes a U.S. SAAR of 16.0 million to 16.5 million units and a Novelis-related net EBIT tailwind of about $1 billion.
Ford Motor Company reported a mixed second quarter for 2026 U.S. sales. Total second-quarter sales declined 10% to 549,200 vehicles, but estimated June retail market share edged up 0.2 percentage points to 12.3% as customers shifted toward higher-margin trucks and SUVs.
First-half F-Series sales reached 357,801 units, keeping America’s best-selling truck well ahead of its nearest competitor, while Maverick Hybrid set a quarterly record with 29,457 units sold. Bronco achieved record first-half sales of 76,936 vehicles and outsold the Jeep Wrangler in the quarter.
Ford highlighted strong commercial and software momentum, with first-half truck and van sales of 576,288 vehicles and Ford Pro Intelligence paid software subscriptions rising about 20% to more than 900,000. The company is retooling its Louisville Assembly Plant to build an all-new affordable small electric pickup on its Universal Electric Vehicle platform next year.
FORD MOTOR CO director John L. Thornton bought additional company stock in the open market. He purchased 10,600 shares of common stock at a weighted average price of $14.0453 per share, bringing his directly held position to 486,685 shares, including shares from dividend reinvestment.
FORD MOTOR CO Chief Accounting Officer Kyle Crockett reported routine equity compensation activity involving Ford Common Stock. On June 4, 2026, he exercised Ford Stock Units, settling 74,098 units into shares of Common Stock under the Company’s Long-Term Incentive Plan.
To cover income tax liabilities from this settlement, 32,307 shares of Common Stock were withheld by the Company as a tax-withholding disposition, rather than sold on the open market. Following these transactions, Crockett directly holds 41,791 shares of Common Stock and 150,447 Ford Stock Units, with the units balance including additional units from reinvested dividend equivalents.
FORD MOTOR CO director John S. Weinberg received additional Ford Stock Units as compensation, not through open-market purchases. On 2026-06-01, he was credited 882 stock units and 530 stock units as dividend equivalents under Ford’s stock plans for non-employee directors.
The footnotes state these credits are in the form of Restricted Stock Units that will generally convert into shares of Ford common stock and be distributed without payment on the earlier of five years from the related grant date or his separation from the Board.
Ford Motor Co director John B. Veihmeyer reported compensation-related awards rather than market trades. He was credited with 967 Ford Stock Units and 581 Ford Stock Units on June 1, 2026 as dividend equivalents under the company’s 2024 and 2014 Stock Plans for Non-Employee Directors. These Restricted Stock Units are scheduled to convert into shares of Ford common stock and be distributed to him without payment, generally on the earlier of five years from the related grant date and his separation from the board. Following these awards, his reported holdings in these stock units increased to 71,025 and 90,127 units in the respective award categories.
THORNTON JOHN L reported acquisition or exercise transactions in this Form 4 filing.
FORD MOTOR CO director John L. Thornton received a grant of 3,869 Ford Stock Units on June 1, 2026. These are dividend-equivalent Restricted Stock Units credited under Ford's Deferred Compensation Plan for Non-Employee Directors, with no cash paid by him. Following this award, he holds 443,729 Ford Stock Units, which are generally settled in cash after his Board service ends, based on the then-current market value of Ford common stock.
FORD MOTOR CO director Lynn Vojvodich Radakovich received additional Ford Stock Units as part of non-cash board compensation. On the reported date, she was credited with 1,792 Ford Stock Units under the company’s 2024 Stock Plan for Non-Employee Directors and 362 units under the 2014 plan.
These awards represent dividend equivalents in the form of Restricted Stock Units that generally convert into shares of Ford common stock, without payment, after her board service ends. Following these grants, her reported Ford Stock Unit balances under the respective plans rose to 200,503 units and 56,165 units, showing a routine adjustment tied to dividends rather than open-market trading.
Ford Motor Co director Beth E. Mooney received additional equity awards rather than trading shares in the market. On June 1, 2026, she was credited with 1,210 and 362 Ford Stock Units as dividend equivalents under Ford’s stock plans for non-employee directors. These units will generally convert into shares of Ford common stock, without payment, after her board service ends. Following these awards, her reported Ford Stock Unit holdings rose to 135,394 units in one account and 56,165 units in another.
Ford Motor Company director William E. Kennard received additional equity-based compensation in the form of Ford Stock Units. On June 1, 2026, he was granted 2,196 Ford Stock Units tied to Ford common stock under the company’s 2024 stock plan for non-employee directors and 362 Ford Stock Units under the 2014 stock plan for non-employee directors, both at a price of $0.00 per unit as compensation rather than a market purchase. Following these awards, his reported holdings increased to 245,619 Ford Stock Units under the 2024 plan and 56,165 Ford Stock Units under the 2014 plan. According to the footnotes, these units represent credited dividend equivalents in the form of restricted stock units that will generally convert into shares of Ford common stock and be distributed to him, without payment, after his board service ends.