F Ford (F) Q1 FY26 earnings call
Ford framed Q1 as validation of its Ford+ industrial-fitness thesis: pricing power in trucks and large utilities plus fast-growing software/services offset a deliberate volume decline, letting it lift the full-year outlook even as commodity and tariff run-rate costs harden. Management stripped out one-time and timing benefits to size a modest, sustainable raise, while positioning the 2027 UEV platform, Ford Energy and Renault partnership as the next legs toward its 8% margin bridge.
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F operating KPIs by quarter
| KPI | Mar 2025 Q1 FY25 | Sep 2025 Q3 FY25 | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|
| Paid subscription members Ford Pro | 675KOn the software side, Pro's paid subscriptions, which deliver better than 50% gross margin rose to 675,000, up 20% from a year ago.Source: earnings call transcript | 818KIn software, Pro's paid subscriptions grew 8% to 818,000 subscribers, and we're also seeing growth in our ARPU and attach rates.Source: earnings call transcript | 879KIn fact, paid software subscriptions grew to 879,000, a 30% year-over-year increase.Source: earnings call transcript | 900K+Total paid subscriptions grew about 50% to roughly 1.6 million, including more than 900,000 Ford Pro Intelligence paid subscriptions.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.