• Ford first-quarter 2026 earnings call drew CEO Jim Farley, CFO Sherry House, Ford Blue and Model e President Andrew Frick, Ford Pro President Alicia Boler Davis, COO Kumar Galhotra, Ford Credit CEO Cathy O'Callaghan.
• Adjusted EBIT came in at USD 3.5 billion on revenue of USD 43.3 billion.
• Full-year adjusted EBIT guidance lifted to USD 8.5 billion-USD 10.5 billion; adjusted free cash flow outlook maintained at USD 5 billion-USD 6 billion.
• CFO flagged USD 1.3 billion one-time IEEPA tariff benefit in Q1; outlook now assumes commodity headwinds of just above USD 2 billion.
• COO kept Novelis restart on track for May; CEO reiterated 2027 launch of Universal EV Platform from Louisville Assembly, with Ford Energy investment included in USD 9.5 billion-USD 10.5 billion capex plan.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Ford Motor Company published the original content used to generate this news brief on April 29, 2026, and is solely responsible for the information contained therein.