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Ford posts strong Q2 EBIT growth, raises FY 2026 profit and cash flow outlook

Company Fundamentals
29 Jul 2026
Seeking Alpha
View Source
Bullish
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Ford reported strong second-quarter EBIT growth driven by high demand for internal combustion engine (ICE) vehicles and solid margins in its Ford Blue and Pro segments. The company raised its full-year 2026 adjusted EBIT and free cash flow guidance due to favorable product mix, easing commodity costs, and sustained demand. Ford's stock trades below its fair value, suggesting potential upside, though risks remain from possible declines in ICE sales if energy prices rise. Overall, the results highlight Ford's resilience in its core gas-powered business despite a lower revenue compared to last year.

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