| F |
Report |
Ford Pro EBIT (Q2 2026) |
BEAT |
pred ~$1.95B vs. cons $1.907B (Visible Alpha, Jul 28, 2026) |
MEDIUM |
| F |
Report |
Model e EBIT loss (Q2 2026) |
MISS |
pred ~($1.15B) vs. cons ($1.126B) (Visible Alpha, Jul 28, 2026) |
MEDIUM |
| F |
Report |
Adj. EBIT (Q2 2026) |
BEAT |
pred ~$2.15B vs. cons $2.114B (Visible Alpha, Jul 28, 2026) |
MEDIUM |
| F |
Guide |
FY2026 Adj. EBIT (FY2026) |
UNCHANGED |
guide $8.5B-$10.5B maintained vs. cons $9.543B (Visible Alpha, Jul 28, 2026) |
MEDIUM |
| F |
Guide |
FY2026 Ford Pro EBIT (FY2026) |
UNCHANGED |
guide $6.5B-$7.5B maintained vs. cons $7.081B (Visible Alpha, Jul 28, 2026) |
MEDIUM |
| F |
Guide |
FY2026 Model e loss (FY2026) |
UNCHANGED |
guide ($4.0B)-($4.5B) maintained vs. cons ($4.356B) (Visible Alpha, Jul 28, 2026) |
MEDIUM |
| F |
Guide |
H2 cadence commentary |
BETTER |
slight upgrade on Q4 vs. prior 'fairly consistent Q2/Q3/Q4' framing (Q1 2026 earnings call) |
LOW |
| F |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| F |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side models implicit H2 cut on maintained guide; Ford Energy narrative provides partial floor but does not flip the sign |
MEDIUM |