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Ford Motor Company (F) Q1 2026 Earnings Call Transcript
2026-04-30 · via All Articles on Seeking Alpha

Q1: 2026-04-29 Earnings Summary

EPS of $0.66 beats by $0.47

 | 

Revenue of

$39.82B

(6.41% Y/Y)

beats by $993.84M

Ford Motor Company (F) Q1 2026 Earnings Call April 29, 2026 5:00 PM EDT

Company Participants

Lynn Tyson
James Farley - President, CEO & Director
Sherry House - Chief Financial Officer
A. Kumar Galhotra - Chief Operating Officer
Andrew Frick - President of Ford Blue, Ford Model e & Lincoln
Alicia S. Davis - President of Ford Pro

Conference Call Participants

Joseph Spak - UBS Investment Bank, Research Division
Dan Levy - Barclays Bank PLC, Research Division
Andrew Percoco - Morgan Stanley, Research Division
Alexander Perry - BofA Securities, Research Division
Mark Delaney - Goldman Sachs Group, Inc., Research Division
Emmanuel Rosner - Wolfe Research, LLC
Xin Yu - Deutsche Bank AG, Research Division
Ryan Brinkman - JPMorgan Chase & Co, Research Division
Colin Langan - Wells Fargo Securities, LLC, Research Division
James Picariello - BNP Paribas, Research Division
Itay Michaeli - TD Cowen, Research Division

Presentation

Operator

Good day, everyone. My name is Leila, and I will be your conference operator today. At this time, I would like to welcome you to the Ford Motor Company's First Quarter 2026 Earnings Conference Call. [Operator Instructions] At this time, I would like to turn the call over to Lynn Antipas Tyson, Chief Investor Relations Officer.

Lynn Tyson

Thank you, Leila, and welcome to Ford Motor Company's First Quarter 2026 Earnings Call. With me today are Jim Farley, President and CEO; and Sherry House, CFO. Joining us for Q&A is Andrew Frick, President of Ford Blue and Model e; Alicia Boler-Davis, President of Ford Pro; Kumar Galhotra, Chief Operating Officer; and Cathy O'Callaghan, CEO of Ford Credit.

Jim will give a high-level overview of the business, and Sherry will provide added texture on the financials and guidance. We'll be referring to non-GAAP measures today. These are reconciled to the most comparable U.S. GAAP measures in the appendix of our earnings deck. You can find the deck at shareholder.ford.com.