Filing Flows › Ford Motor (F) › Guidance history
Ford Motor (F) guidance history: what it guided and what it reported
Ford Motor gave guidance in 9 earnings releases on file since Feb 5, 2025. Its releases raised guidance 3 times and lowered it 0 times.
Adjusted operating income
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $8.0B–$10.0B (Feb 10, 2026) → raised $8.5B–$10.5B (Apr 29, 2026) → raised $10.0B–$11.0B (Jul 28, 2026) → raised $10.5B–$11.0B (Oct 28, 2026) | — | to be reported | — |
| FY2025 | $7.0B–$8.5B (Feb 5, 2025) → reaffirmed $7.0B–$8.5B (May 5, 2025) → lowered $6.5B–$7.5B (Jul 30, 2025) → lowered $6.0B–$6.5B (Oct 23, 2025) | — | — | — |
Net income
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $3.6B (Jul 28, 2026) | — | to be reported | — |
Capital expenditures
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $9.5B–$10.5B (Feb 10, 2026) → reaffirmed $9.5B–$10.5B (Apr 29, 2026) → reaffirmed $9.5B–$10.5B (Jul 28, 2026) → reaffirmed $9.5B–$10.5B (Oct 29, 2026) | — | to be reported | — |
| FY2025 | $9.0B (Oct 23, 2025) | $8.8B (GAAP) | not judged | — |
Adjusted capital expenditures
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $6.0B–$7.0B (Oct 28, 2026) | — | to be reported | — |
| FY2025 | $8.0B–$9.0B (Feb 5, 2025) → raised $9.0B (Jul 30, 2025) | — | — | — |
Adjusted free cash flow
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $5.0B–$6.0B (Feb 10, 2026) → reaffirmed $5.0B–$6.0B (Apr 29, 2026) → raised $6.0B–$7.0B (Jul 28, 2026) → reaffirmed $6.0B–$7.0B (Oct 28, 2026) | — | to be reported | — |
| Q4 2025 | $2.0B–$3.0B (Oct 23, 2025) | — | — | — |
| FY2025 | $3.5B–$4.5B (Jul 30, 2025) → lowered $2.0B–$3.0B (Oct 23, 2025) | — | — | — |
The latest quarter
Ford Motor, Q3 2026: revenue $49.5B (-2% year over year), operating margin 2.9%, net earnings $2.0B, operating cash flow $5.4B. The chart follows the revenue to costs, profit and cash.
Questions
Does Ford Motor beat its guidance?
Ford Motor gave guidance in 9 earnings releases on file since Feb 5, 2025. Its releases raised guidance 3 times and lowered it 0 times.
How often does Ford Motor raise guidance?
Its earnings releases raised guidance 3 times and lowered it 0 times since Feb 5, 2025.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.