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Industry Moves行业动向

Ford Raises 2026 Guidance to $10B-$11B as F-Series Recovery, Truck Sales Offset $4.2B EV Charges福特将2026年指引上调至100-110亿美元:F-Series产量恢复、卡车热销抵消42亿美元EV费用

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  1. Ford raised its full-year 2026 earnings guidance to $10-11 billion, up from $8.5-10.5 billion, after Q2 results were lifted by strong sales of high-margin truck and SUV off-road trims like the Bronco Raptor and a recovery in F-Series production, even as overall revenue fell year-over-year.
  2. The automaker posted a $1.3 billion net loss in Q2 on $4.2 billion in charges, including $500 million tied to canceled EV programs and $3.6 billion from unwinding the BlueOval SK battery joint venture with SK On.
  3. Ford's Model e EV unit logged its third straight quarter of narrower losses and the company overcame earlier aluminum supply constraints, underscoring how truck and off-road-trim profits are still subsidizing its EV transition.
  1. 福特将2026年全年盈利指引从85-105亿美元上调至100-110亿美元,得益于Q2高利润卡车/SUV越野版车型(如Bronco Raptor)销售强劲及F-Series产量恢复,尽管整体收入同比下滑。
  2. 福特Q2净亏损13亿美元,源于42亿美元费用支出,其中5亿美元来自取消的EV项目,36亿美元来自与SK On解散BlueOval SK电池合资企业。
  3. 福特Model e电动车业务实现连续第三个季度亏损收窄,同时克服此前的铝供应制约,表明卡车与越野车型的利润仍在为其电动化转型输血。