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Ford raises full-year adjusted EBIT guidance on stronger pricing and mix
The company also lifted its outlook for 2026 material and warranty cost reductions to $1 billion, citing progress tied to its quality push.
Ford raised its full-year adjusted EBIT guidance to $10 billion to $11 billion, attributing the improvement to strong pricing power and a favorable product mix, including record Bronco sales and continued strength in the F-Series franchise, according to Yahoo Finance.
Management linked the company’s “quality renaissance” to its goal of lowering long-term warranty and recall costs, saying Ford ranked number one among mainstream brands in the J.D. Power 2026 Initial Quality Study.
Ford Pro remains a business cornerstone, with management saying it holds market leadership in North America and Europe while navigating temporary supply chain disruptions. The company also said its Ford Plus plan is expanding into a software and services “flywheel,” with paid subscriptions up 50% to about 1.6 million.
Ford said Oakville expansion is on track to add 100,000 units of Super Duty capacity starting in Q4 to address pent-up commercial demand. It expects $1 billion in material and warranty cost reductions in 2026, planned to be reinvested into the Universal EV platform and Ford Energy, while calling out a $900 million incremental commodity headwind in the second half versus the first half.