| F |
Report |
Operating EPS |
BEAT |
pred ~$0.36 vs. cons $0.345 |
MEDIUM |
| F |
Report |
Revenue |
BEAT |
pred ~$50.20B vs. cons $49.60B |
MEDIUM |
| F |
Report |
Ford Pro EBIT |
BEAT |
pred ~$1.95B vs. cons $1.907B |
MEDIUM |
| F |
Guide |
FY26 adjusted EBIT |
UNCHANGED |
guide $8.5B-$10.5B vs. cons UNVERIFIED |
LOW |
| F |
Guide |
FY26 Ford Pro EBIT |
UNCHANGED |
guide $6.5B-$7.5B vs. cons UNVERIFIED |
LOW |
| F |
Guide |
FY26 Model e EBIT loss |
UNCHANGED |
guide $(4.0)B-$(4.5)B vs. cons UNVERIFIED |
LOW |
| F |
Guide |
Q3 forward EPS/tone |
LOWER |
guide ~$0.33 EPS equivalent vs. cons $0.349 |
LOW |
| F |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
LOW |
| F |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY guidance after a beat implies weak H2 |
LOW |