Ford Motor CompanyRaised full-year adjusted EBIT guidance to $10-11B from $8.5-10.5B and reported strong Q2 earnings.

Ford Motor Company plans to make Level 3, eyes-off driving road-ready on its Universal Electric Vehicle platform in 2028, a system it says will be about 30% cheaper to build and not reserved for luxury vehicles. The company raised its full-year guidance after second-quarter adjusted earnings before interest and taxes rose to $2.5 billion from $2.1 billion a year earlier, with adjusted EBIT for the first half reaching $6.0 billion, nearly double the $3.2 billion earned in the first half of 2025. Management now expects full-year adjusted EBIT of $10 billion to $11 billion, up from a prior range of $8.5 billion to $10.5 billion, and adjusted free cash flow of $6 billion to $7 billion. Ford Blue earned $1.1 billion in the quarter, Ford Pro added $1.7 billion, and Ford Credit contributed $757 million of pre-tax earnings, while the Model e electric vehicle segment posted a $919 million loss that included roughly $1 billion of incremental investment in the Universal Electric Vehicle platform. The stock trades at about 9 times forward earnings with a dividend yield of about 3.9%, and the autonomy program is treated largely as a cost rather than a priced-in asset.
Ford Motor CompanyRaised full-year adjusted EBIT guidance to $10-11B from $8.5-10.5B and reported strong Q2 earnings.