Ford
Builder of Ford and Lincoln vehicles, fleet services, and captive auto financing.
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Profile
Sells Ford and Lincoln combustion, hybrid, and electric vehicles to consumers and fleets, supported by parts, connected services, charging, and captive financing. Reporting separates retail combustion and hybrid vehicles, electric-vehicle technology, commercial customers, and credit, while Ford-family Class B shares retain forty percent of voting power.
Designs, manufactures, and services Ford and Lincoln trucks, SUVs, vans, and cars across North America, Europe, China, and other markets. Ford Blue covers combustion and hybrid retail vehicles, including F-Series, Bronco, and Lincoln models; Ford Model e develops electric and extended-range electric vehicles, software, and connected technologies.
Pairs Super Duty, Transit, and Ranger commercial vehicles with fleet telematics, maintenance, and charging through Ford Pro, while Ford Credit earns from consumer financing and leases and dealer inventory loans. Shared engineering and factories allow the vehicle segments to develop and produce models for one another. Sales run predominantly through independently owned dealers, and results remain exposed to supplier continuity, warranty and regulatory costs, used-vehicle values, customer credit, and capital-market funding; Ford-family Class B shares retain forty percent of general voting power.
Company facts
Categories
Key statistics
Year to date +4.0% · Average volume (30d) 48.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 29, 2026 | Citigroup | Upgrade | Neutral | Buy | ||
| Jul 29, 2026 | Morgan Stanley | Reiterate | Positive | $12 | $15 | |
| Jul 27, 2026 | Jefferies | Upgrade | Hold | Buy | ||
| Jul 26, 2026 | Jefferies | Upgrade | Hold | Buy | $14.50 | $17.50 |
| Jun 11, 2026 | Goldman Sachs | Target | $12 | $16 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q2 FY26 | $0.33 | $0.42 | +27.3% | $47.24B | $48.30B | +2.2% | +2.14% |
| Apr 29, 2026Q1 FY26 | $0.18 | $0.66 | +260.9% | $42.66B | $43.25B | +1.4% | −1.31% |
| Feb 10, 2026Q4 FY25 | $0.18 | $0.13 | −27.5% | $43.60B | $45.90B | +5.3% | +2.06% |
| Oct 23, 2025Q3 FY25 | $0.35 | $0.45 | +27.2% | $47.05B | $50.53B | +7.4% | +12.16% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $40.66B | $50.18B | $50.53B | $45.89B | $43.25B | $48.30B | |
| Gross profit | $2.74B | $3.26B | $4.52B | $1.71B | $7.94B | $6.08B | |
| Operating income | $164.0M | $435.0M | $1.64B | −$907.0M | $2.33B | $638.0M | |
| Net income | $471.0M | −$36.0M | $2.45B | −$11.06B | $2.55B | −$1.33B | |
| Diluted EPS | $0.12 | −$0.01 | $0.60 | −$2.77 | $0.63 | −$0.33 | |
| Gross margin | 6.7% | 6.5% | 8.9% | 3.7% | 18.4% | 12.6% | |
| Operating margin | 0.4% | 0.9% | 3.2% | -2.0% | 5.4% | 1.3% |
Fiscal years (4-quarter sums)FY21 $136.34B · FY22 $158.06B · FY23 $176.19B · FY24 $184.99B · FY25 $187.27B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $31.33B · Total debt $163.30B · Total assets $285.53B · Shareholders' equity $35.72B
Dividends
Raised for 4 straight years — most recently to $0.15 from $0.10 in Aug 2022. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 11, 2026 | Aug 11 | Sep 1 | $0.15 | |
| May 12, 2026 | May 12 | Jun 1 | $0.15 | |
| Feb 13, 2026 | Feb 13 | Mar 2 | $0.15 | |
| Nov 7, 2025 | Nov 7 | Dec 1 | $0.15 | |
| Aug 11, 2025 | Aug 11 | Sep 2 | $0.15 | |
| May 12, 2025 | May 12 | Jun 2 | $0.15 | |
| Feb 18, 2025 | Feb 18 | Mar 3 | $0.30 | special dividend |
| Nov 7, 2024 | Nov 7 | Dec 2 | $0.15 |
Ownership
Shares outstanding 3.99B · Float 3.88B · 97.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 334.47M | 8.39% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 255.45M | 6.41% | 13F | Aug 13, 2026 |
| State Street Corp | 194.04M | 4.87% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 181.57M | 4.55% | 13F | Aug 13, 2026 |
| Charles Schwab Investment Management Inc | 137.03M | 3.44% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 23, 2026 | John L. Thornton | director | +10,600 | $14.05 |
| Feb 19, 2026 | William Clay Jr Ford | director, officer: Executive Chair and Chair | +140,000 | $13.82 |
| Nov 14, 2025 | John L. Thornton | director | +7,520 | $13.19 |
Peers
- General Motors
Dominant rival in full-size pickups, commercial vans, and US EVs.
- Stellantis
Direct rival in US pickup trucks, commercial vans, and SUVs via Ram and Dodge.
- Toyota Motor (ADR)
Challenger in US pickups, hybrids, and SUVs via Tundra, Tacoma, and RAV4.
- Tesla
Dominant BEV rival across consumer EVs, electric pickups, and connected software.
- Rivian
EV-pure rival mirroring Ford's electric lineup: pickup, SUV, and commercial van.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ford | $13.89 | +0.07% | $55.31B | — | 8.0 | 0.3 | −3.8% |
| General Motors | $86.10 | −0.20% | $78.03B | 43.6 | 6.3 | 0.4 | +1.9% |
| Stellantis | $5.41 | −0.09% | $15.69B | — | 1.0 | 0.1 | — |
| Toyota Motor (ADR) | $194.76 | +0.09% | $230.30B | 8.7 | 13.7 | 0.7 | +0.1% |
| Tesla | $348.19 | −0.16% | $1.38T | 322.9 | 174.6 | 13.3 | +25.5% |
| Rivian | $16.02 | −0.33% | $19.51B | — | — | 3.3 | +27.2% |
| Median | 43.6 | 10.0 | 0.7 | +13.7% |