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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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.
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.
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.