Ford Motor (1F) AI Stock Analysis

Company Guidance

Ford now expects full year 2026 adjusted EBIT between $10.5 billion and $11 billion, adjusted free cash flow of $6 billion to $7 billion and capital expenditures of $9.5 billion to $10.5 billion; full year segment guidance is Ford Blue EBIT of about $5.5 billion, Ford Pro EBIT of about $7 billion, Model e losses of about $4 billion and Ford Credit EBT of about $2.8 billion. Guidance assumes a U.S. SAAR of 16.5 million units, commodity headwinds approaching $2.5 billion year-over-year, U.S. industry pricing of about 100 basis points higher year-over-year, and $1 billion in material and warranty cost reductions, excluding Novelis and tariffs, and does not include potential impacts of a significant escalation in the Middle East or a material downturn in the U.S. economy. Ford expects 2027 profitability to be roughly in line with this year, with commodities, memory and logistics costs a year-over-year headwind of about $2 billion at Ford, while targeting 8% adjusted EBIT margins by 2029, Model e breakeven by 2029, refreshed 70% of its global portfolio of vehicles by volume next year, and 20 gigawatt hours of Ford Energy capacity online by the end of next year.