---
schema_version: "secwatch.filing_event.v1"
accession: "0000038009-26-000021"
form_type: "8-K"
ticker: null
cik: "0000038009"
company_name: "FORD MOTOR CREDIT CO LLC"
filed_at: "2026-04-29T23:59:59+00:00"
generated_at: "2026-05-15T02:31:31.827824+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0000038009-26-000021
- form_type: 8-K
- cik: 0000038009
- company_name: FORD MOTOR CREDIT CO LLC
- filed_at: 2026-04-29T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/38009/000003800926000021/0000038009-26-000021-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/38009/000003800926000021/fmcc-20260429.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000038009-26-000021
- JSON: https://secwatch.observer/filing/0000038009-26-000021.json
- Plain text: https://secwatch.observer/filing/0000038009-26-000021.txt

## Key facts
- Earnings Releases
  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
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/38009/000003800926000021/0000038009-26-000021-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.