| F |
Report |
Adjusted EBIT |
BEAT |
pred ~$1.55B vs. cons $1.50B |
MEDIUM |
| F |
Report |
Adjusted EPS |
BEAT |
pred ~$0.34 vs. cons $0.32 |
MEDIUM |
| F |
Report |
Ford Pro EBIT |
BEAT |
pred ~$1.55B vs. cons $1.48B |
MEDIUM |
| F |
Guide |
Company adjusted EBIT |
UNCHANGED |
guide ~$9.50B midpoint vs. cons $9.60B (FY2026) |
MEDIUM |
| F |
Guide |
Adjusted free cash flow |
UNCHANGED |
guide ~$5.50B midpoint vs. cons $5.50B (FY2026) |
MEDIUM |
| F |
Guide |
Ford Pro EBIT |
UNCHANGED |
guide ~$7.00B midpoint vs. cons $7.05B (FY2026) |
MEDIUM |
| F |
Guide |
Model e EBIT loss |
UNCHANGED |
guide ~$(4.25)B midpoint vs. cons ~$(4.20)B (FY2026) |
MEDIUM |
| F |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| F |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
A ~$0.05B EBIT beat versus consensus is unlikely to offset an unchanged ~$9.50B FY2026 EBIT midpoint versus ~$9.60B consensus; unchanged second-half/Novelis assumptions leave out-period estimates vulnerable to roughly $0.10B-$0.20B of downward revisions. |
MEDIUM |