Ford Motor Co.

Ford Motor Co.

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Market Cap$58.54B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Ford Motor Co.Ford Motor Co.-7.94.09%-21%0.34.7

Earnings Call Q2 2026

July 28, 2026 - AI Summary

Strong Q2 profitability + guidance raised (core takeaway: strategy is working) - Reported $48.3B revenue (-4% YoY) and $2.5B adjusted EBIT (+17% YoY). - Free cash flow: $2.1B company adjusted free cash flow. - Full-year adjusted EBIT guidance raised and narrowed: $10B–$11B (now $1B higher at the midpoint). - Company targets increased adjusted free cash flow to $6B–$7B (includes flow-through of higher EBIT; mentions expected ~$500M related to AIEA reimbursement booked in Q1). - Emphasis: improving mix + pricing discipline, and progress toward 8% EBIT margin by 2029.
Automotive “mix + quality” engine: truck/off-road strength and cost-down actions - Ford Blue: $1.1B EBIT on $26.1B revenue (revenue +17%, EBIT +2% YoY); wholesale volumes down (wholesales -8%) but offset by mix and net pricing. - J.D. Power 2026 Initial Quality Study: Ford #1 among mainstream brands (treated as an early indicator of durability/warranty improvements). - Warranty/material cost improvements: company says it has significantly reduced warranty and material cost since 2024, continuing into a heavy launch period over the next ~3 years. - Off-road momentum: off-roaders ~25% of US sales in Q2; Bronco family had its best first half sales ever; Tremor ~15% of Expedition sales; Raptor sales +9% YTD. - F-150 / hybrids: F-150 hybrid leads among full-size trucks; Maverick hybrid hit record first-half sales.
Ford Pro resiliency despite disruption; pricing discipline and contracting early - Ford Pro: $1.7B EBIT on $17.8B revenue (EBIT -?; revenue -5% YoY, EBIT strength supported by mix); revenue and performance pressured by the Novelis aluminum disruption. - Even during disruption, Ford highlighted growth in software + physical services—positioning Ford Pro to benefit in the second-half volume recovery. - Customer contracting (2027 models, North America): described as ahead of last year by ~1 month (early contracting momentum; details not quantified).

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$15.67

Target Price by Analysts

6.7% upsideFord Motor Target Price DetailsTarget Price
$38.46

Current Fair Value

162% upside

Undervalued by 162% based on the discounted cash flow analysis.

Share Statistics

Market cap$58.54 Billion
Enterprise Value$207.77 Billion
Dividend Yield$0.60 (4.09%)
Earnings per Share$-2.06
Beta1.83
Outstanding Shares3,987,000,000

Return

Return on Equity-20.71%ROE
Return on Assets-2.59%
Return on Invested Capital-5.78%

Valuation & Multiples

P/E Ratio-7.89P/E Ratio
PEG-0.22PEG
Price to Sales0.31Price to Sales
Price to Book Ratio1.84Price to Book Ratio
Enterprise Value to Revenue1.11
Enterprise Value to EBIT-20.23
Enterprise Value to Net Income-29
Total Debt to Enterprise0.81
Debt to Equity4.7Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 29, 2026
EPS Estimate
$0.35
Average shareholder expectation
Revenue Estimate
$47.61 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 22, 2026
EPS Estimate
$0.41
Average shareholder expectation
Revenue Estimate
$49.11 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.1657 136.94%
Total Calls94,722 99.76%
Total Puts15,700 99.97%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %2.67% 60.89%
Total Invested$1.48B 94.96%
Investors Holding781 1002.00%

ESG Score

No data

About Ford Motor Co.

190,000 employees
CEO: James Hackett

Ford Motor Company is a global company based in Dearborn, Michigan. The company designs, manufactures, markets and services a full line of Ford cars, trucks, SUVs, electrified vehicles and Lincoln luxury vehicles, provides financial ser...

Relevant Senate Committees

Joint Committee on Taxation

This committee's analysis and scoring of tax legislation directly influence corporate tax structures, capital investment credits, and the overall tax burden on major corporations like Ford, impacting its financial strategy and profitability.

Finance

As the primary committee for taxation and trade, it directly impacts Ford's corporate tax burden, international trade policies (tariffs, agreements), and overall profitability as a global manufacturer.

Health, Education, Labor, and Pensions

This committee's jurisdiction over labor laws directly impacts Ford's manufacturing operations, including union relations, wage policies, and workplace safety standards for its large global workforce.

Banking, Housing, and Urban Affairs

This committee's regulation of the financial system is highly relevant due to Ford Motor Credit Company, which provides financing for vehicle sales. It directly impacts lending standards, interest rates, and consumer credit regulations.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, consumer protection (FTC), and technology. It directly impacts automotive safety regulations (NHTSA oversight), connected vehicle services, and self-driving technology development and deployment.

Energy and Natural Resources

This committee's oversight of national energy policy is crucial for Ford's electrification strategy, including regulations on charging infrastructure, critical mineral supply for batteries, and broader energy costs impacting consumer fuel prices.

Environment and Public Works

The EPA regulations overseen by this committee directly impact Ford's vehicle emissions standards, manufacturing environmental compliance, and investment in electrified vehicles. Infrastructure spending also affects road conditions and charging networks.

Foreign Relations

As a global company, Ford's international sales, manufacturing, and supply chains are heavily influenced by U.S. foreign policy, trade agreements, and sanctions legislation, which are guided by this committee.