FORD MOTOR CO is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: Ford Motor Company delivered a strong Q1 2026 with revenue rising 6.4% YoY to $43.3B and operating income surging 630% to $2.3B, though operating cash flow fell sharply and leverage remains elevated.
Drawn from management commentary in the Q1 2026 10-Q:
Ford's Q1 2026 revenue increased 6.4% YoY to $43.3B (from $40.7B), suggesting improved vehicle pricing, mix, or volume. Cost of revenue grew only 0.3% YoY to $35.3B, indicating significant operating leverage that drove gross profit expansion.
Operating income jumped from $319M in Q1 2025 to $2.33B in Q1 2026, with operating margin expanding approximately 460 basis points to 5.4%. This dramatic improvement reflects better revenue flow-through and relatively contained cost growth.
Selling, General & Administrative expenses rose 15.5% YoY to $2.81B, outpacing revenue growth of 6.4%. This acceleration in overhead costs could pressure margins if sustained without corresponding revenue gains.
Revenue
$43.25B
++6.38% YoY
EPS (Basic)
$0.64
++433.33% YoY
Operating Income
$2.33B
++630.09% YoY
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