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Ford Motor (F) Q3 2026 earnings results (third quarter 2026)
10-Q filed Oct 29, 2026
Ford Motor (F) reported revenue of $49.5B for the third quarter 2026 (Q3 2026), -2% from a year earlier and +3% from the quarter before. Operating margin was 2.9%, net earnings $2.0B (4.1% of revenue).
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.
| Q3 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $49.5B | +3% | -2% |
| Operating profit | $1.5B | +128% | -7% |
| Net earnings | $2.0B | — | -16% |
| Operating cash flow | $5.4B | +25% | -27% |
| Free cash flow | $3.1B | +60% | -40% |
What changed
Revenue was $49.5B in Q3 2026, down 2% year over year and up 3% from the previous quarter. Vehicles, parts, and accessories was the largest line at 89% of revenue. Vehicles, parts, and accessories lost $1.3B year over year (down 3%), 130% of the total change.
Operating profit was $1.5B, a 2.9% margin (down 0.1 points year over year). Total costs fell 2% while revenue fell 2%. The fastest-growing cost line was SG&A (+12%). Net earnings were $2.0B, down 16% year over year. The effective tax rate was 4.5%. Non-operating items added $0.69B, 32% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was $5.4B (down 27% year over year), 265% of net earnings. Non-cash charges added back $2.0B of depreciation and $0.11B of share-based compensation. Working capital and other items added $1.3B. Capital expenditures of $2.3B left free cash flow of $3.1B.
Questions
What was Ford Motor's revenue in the third quarter 2026?
Ford Motor (F) reported revenue of $49.5B for the third quarter 2026 (Q3 2026), -2% from a year earlier and +3% from the quarter before.
Was Ford Motor profitable in the third quarter 2026?
Operating profit was $1.5B (2.9% of revenue) and net earnings $2.0B.
Source: Ford Motor 10-Q on SEC EDGAR.