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Ford Beats Profit Forecast, Raises Full-Year Guidance

By Drooid · Oct 29, 2026 · How we work

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Summary

Ford posted a third-quarter net profit of $2 billion, beating forecasts.
Ford raised the lower end of its full-year operating-income guidance to $10.5 billion, keeping the top end at $11 billion.
Commodity-inflation headwinds rose to nearly $2.5 billion, driven by higher copper, steel, fuel and chip prices.
A supplier issue halted F-150 production for almost a week in September after a fire at aluminum supplier Novelis.

Summary

Ford’s stock slipped 1.3% to $11.78 immediately after the earnings release.
Analysts keep an average price target of $15.56, well above the $11.58 share price.
Ford’s EPS fell 1.9% annually.
Revenue rose 6.8%, shrinking per-share profitability.
Vehicle deliveries fell to 1.05 million units, a 4.1% yearly decline over the past two years.

History

During the 2008-09 auto crisis, collapsing credit and a 30% sales drop forced GM and Chrysler into Chapter 11 and prompted an $85 billion U.S.-Canadian bailout, while Ford survived on a 2007 credit line. Today Ford reports a $2 billion Q3 profit but confronts $2.5 billion commodity-inflation pressure and a Novelis supplier shutdown, echoing past strain.

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During the 2008-09 auto crisis, collapsing credit and a 30% sales drop forced GM and Chrysler into Chapter 11 and prompted an $85 billion U.S.-Canadian bailout, while Ford survived on a 2007 credit line. Today Ford reports a $2 billion Q3 profit but confronts $2.5 billion commodity-inflation pressure and a Novelis supplier shutdown, echoing past strain.

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