Ford Motor Company (F) Q2 FY26 earnings call

Earnings call· Jun 2026 (Q2 FY26)· Consumer Discretionary· Jul 28, 2026

Source: earnings call transcript

Ford delivered strong Q2 FY26 results, demonstrating resilience and strategic execution despite macroeconomic complexities and supply chain disruptions. The company raised its full-year EBIT and free cash flow guidance, driven by strong pricing, mix, and ongoing cost discipline. Ford is advancing its Ford+ plan, focusing on profitable core automotive operations, scaling high-margin software and physical services, and building new adjacent businesses like Ford Energy, while navigating significant investments in EV and new product launches.

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F operating KPIs by quarter

F operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Mar 2025 Q1 FY25	Sep 2025 Q3 FY25	Mar 2026 Q1 FY26	This call Jun 2026 Q2 FY26	Change vs prior quarter
Paid subscription members Ford Pro	675K On 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	818K In 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	879K In 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.