Ford Q1 2026 net income $2.5B ($0.63 EPS); raises FY adj EBIT guidance

FORD MOTOR CREDIT CO LLC

Q1 revenue $43.3B (+6% YoY), net income $2.5B vs $0.5B, diluted EPS $0.63 vs $0.12.
Adj EBIT $3.5B includes $1.3B one-time IEEPA tariff benefit; FY guidance raised to $8.5-10.5B from $8-10B.
Declared Q2 dividend $0.15/share; operating cash flow $1.3B; adj free cash flow use $1.9B.
Wholesale units 934k (down 4% YoY); Ford CFO expects Novelis profit recovery in H2 2026.

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

FORD MOTOR CREDIT CO LLC reported first quarter 2026 results: revenue $43.3 billion, net income $2.5 billion, EPS $0.63. Guidance raised.

Period: first quarter 2026
Revenue: $43.3 billion
Net income: $2.5 billion
EPS: $0.63
Guidance: raised
Result: reported results

Exact text from the filing

Ford Reports First-Quarter 2026 Financial Results; Raises Full-Year Guidance • First-quarter revenue of $43.3 billion; net income of $2.5 billion; adjusted EBIT of $3.5 billion; operating cash flow was $1.3 billion; adjusted free cash flow was a use of $1.9 billion • Net income of $2.5 billion and adjusted EBIT of $3.5 billion reflect a $1.3 billion one-time IEEPA tariff benefit, strong product mix and net pricing, and growth in software and physical services • Company declared a second-quarter regular dividend of 15 cents per share on April 28, 2026 • Company raises full-year adjusted EBIT guidance to $8.5 billion to $10.5 billion (from $8.0 billion to $10.0 billion) DEARBORN, Mich., April 29, 2026 – Ford Motor Company (NYSE: F) today announced its first-quarter quarter 2026 financial results.

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Source: SEC EDGAR

accession 0000038009-26-000021

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