Ford Raises Annual Outlook Following Strong Profit Surge

Key Facts

Ford Motor Company reported robust Q1 results, with revenue rising 6% year-over-year to $43.3 billion, exceeding market estimates. Consequently, the company raised its full-year EBIT guidance to a range of $8.5 billion to $10.5 billion. Looking further ahead, Ford now anticipates an increase in 2026 EBIT, driven primarily by growth in its software segment and the Ford Pro unit. Despite the improved outlook, shares fell more than 3% as investors remained concerned over ongoing losses within the electric vehicle (EV) division. CFO Sherry House attributed the resilience to strong pricing, which helped offset a $2 billion headwind in commodity costs. While a $1.3 billion tariff refund bolstered performance, the company still reported negative free cash flow of $1.9 billion due to heavy capital expenditures in future mobility.

Version History