Ford to Report Third-Quarter Results on October 28 After Setting Annual Earnings Guidance at $10 Billion to $11 Billion
Key Facts
Ford scheduled its 2026 third-quarter results announcement for October 28 at 5:00 p.m. U.S. Eastern time, according to its investor relations page. The date follows the company’s July report of adjusted earnings before interest and taxes of $2.5 billion in the second quarter, up $0.4 billion from the same period a year earlier. Ford then raised its full-year outlook for those earnings to a range of $10 billion to $11 billion, from a previous range of $8.5 billion to $10.5 billion. The upcoming quarterly results will therefore provide a new indication of performance against the outlook the company announced midyear. The information provided does not include a confirmed third-quarter result or an earnings figure for the quarter.
Ford also widened its 2026 adjusted free cash flow outlook in July to $6.0–$7.0 billion, from $5.0–$6.0 billion previously, according to a company filing. The revision puts cash flow alongside adjusted operating earnings among the metrics to watch for the year, while both ranges remain full-year forecasts announced in July. That month, earlier EL7 coverage reported that Ford raised its annual profit outlook to $11 billion; the company filing sets the range for adjusted earnings before interest and taxes at $10 billion to $11 billion. Ford reported second-quarter results on July 28, according to its investor relations page. This provides a timeline for the outlook that preceded the October third-quarter results announcement.
On costs, Ford forecast commodity headwinds of more than $2.0 billion during 2026, attributing most of them to higher aluminum prices amid global supply constraints, according to its filing. The figure puts raw-material costs among the pressures cited by the company in its annual outlook, but does not specify their actual impact on third-quarter earnings. The available filing also does not provide a quarterly result or a direct comparison of commodity costs in the third quarter with the year-earlier period. Ford’s annual earnings range announced in July therefore remains a reference point in the available information, rather than a result for the quarter it is set to report. The company said in its outlook that much of the commodity pressure was linked to aluminum and global supply constraints.
Ford disclosed on October 2 that its U.S. sales totaled 509,764 vehicles in the third quarter, down 6.6%, attributing the decline to planned changes in its model lineup. The company filing said the planned discontinuation of the Escape and Corsair contributed to the decline. The sales data offer a picture of deliveries in the U.S. market during the quarter ahead of the financial results scheduled for October 28. But they do not on their own reveal quarterly earnings or margins, or establish whether the quarter’s result will be consistent with the annual outlook. Ford’s adjusted earnings before interest and taxes guidance remained at $10 billion to $11 billion under the outlook announced in July.
In late September, Ford said a short-term disruption at a supplier affected production of F-150 trucks. The company added that the expected financial impact could be absorbed within its full-year adjusted earnings guidance of $10.0 billion to $11.0 billion, the range it provided on July 28. This means the company had flagged a production impact ahead of its third-quarter results announcement while tying its financial estimate to the annual guidance in place at the time. The available information did not include a figure for the impact’s value or details on its effect on quarterly production. Ford is scheduled to report third-quarter results on October 28 at 5:00 p.m. U.S. Eastern time; no information is available here on the stock’s reaction after the results are released.