Ford's first quarter 2026 revenue of $43.3B beats by 9% as company raises full-year EBIT guidance.

Ford reported first quarter 2026 revenue of $43.3 billion and diluted EPS of $0.63, significantly exceeding analyst expectations. The results were substantially impacted by a one-time tariff benefit, and the company raised its full-year adjusted EBIT outlook.

Key Highlights

• The company raised its full-year adjusted EBIT guidance to a range of $8.5 billion to $10.5 billion, up from a previous range of $8.0 billion to $10.0 billion.
• Quarterly results included a one-time $1.3 billion IEEPA tariff benefit, which was a primary driver of the earnings beat and mainly benefited the Ford Blue and Ford Pro segments.
• The Ford Pro commercial segment generated EBIT of $1.7 billion with an 11.4% margin, while the Ford Blue segment's EBIT reached $1.9 billion. This profitability offset continued losses in the Ford Model e segment, which reported an EBIT loss of $777 million.