Filing Flows › Ford Motor (F) › Q2 2026 › vs Q1 2026
Ford Motor (F) Q2 2026 vs Q1 2026 (quarter over quarter)
Ford Motor's revenue rose $5.0B (+12%) from $43.3B in Q1 2026 to $48.3B in Q2 2026. The biggest changes: Revenues from sales and services +$5.0B (+13%); Used vehicles −$44.0M (-4%); Leasing income +$33.0M (+2%).
Ford Motor, Q2 2026: revenue $48.3B (-4% year over year), operating margin 1.3%, net loss $1.3B, operating cash flow $4.3B. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Free cash flow margin | 4.1% | -2.5% | +6.5 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Vehicles, parts, and accessories | $42.7B | $37.6B | $5.1B | +14% |
| Financing income | $2.0B | $2.0B | −$49.0M | -2% |
| Revenues from sales and services | $44.7B | $39.7B | $5.0B | +13% |
| Leasing income | $1.5B | $1.4B | $33.0M | +2% |
| Used vehicles | $1.1B | $1.1B | −$44.0M | -4% |
| Services and other revenue | $990M | $976M | $14.0M | +1% |
| Revenue | $48.3B | $43.3B | $5.0B | +12% |
| Income tax benefit | $711M | −$361M | $1.1B | — |
| Net loss | $1.3B | −$2.6B | $3.9B | — |
| Costs & expenses | $50.3B | $43.8B | $6.5B | +15% |
| Operating costs | $47.7B | $40.9B | $6.7B | +16% |
| Interest & other, net | $2.7B | −$583M | $3.3B | — |
| Cost of revenue | $42.2B | $35.3B | $6.9B | +20% |
| SG&A | $2.7B | $2.8B | −$123M | -4% |
| Other operating costs | $2.8B | $2.8B | −$48.0M | -2% |
| Operating cash sources | $5.7B | −$1.2B | $6.9B | — |
| Depreciation | $1.9B | $1.9B | −$18.0M | -1% |
| Share-based compensation | $101M | $110M | −$9.0M | -8% |
| Working capital & other | $3.7B | −$3.2B | $6.9B | — |
| Net loss absorbed | $1.3B | −$2.6B | $3.9B | — |
| Operating cash flow | $4.3B | $1.3B | $3.0B | +230% |
| Free cash flow (OCF − capex) | $2.0B | −$1.1B | $3.0B | — |
| Capital expenditures | $2.4B | $2.4B | $6.0M | +0.3% |
Questions
How much did Ford Motor's revenue grow quarter over quarter in Q2 2026?
Ford Motor's revenue rose $5.0B (+12%) from $43.3B in Q1 2026 to $48.3B in Q2 2026.
What drove Ford Motor's revenue change in Q2 2026?
Revenues from sales and services +$5.0B (+13%); Used vehicles −$44.0M (-4%); Leasing income +$33.0M (+2%).