Ford Motor Company reported solid second-quarter 2026 results that exceeded expectations on key profitability metrics, even as total revenue declined. Adjusted EPS hit $0.42, beating consensus forecasts around $0.30–$0.36, while company-wide adjusted EBIT reached $2.5 billion, up roughly 17–19% from the prior year. These one-time items masked underlying strength.Management raised full-year 2026 guidance meaningfully: adjusted EBIT to $10.0–$11.0 billion (from $8.5–$10.5 billion) and adjusted free cash flow to $6.0–$7.0 billion (from $5.0–$6.0 billion), with capital expenditures held steady at $9.5–$10.5 billion. Ford Blue delivered $26.1 billion in revenue and $1.14 billion in EBIT, powered by F-Series leadership and Bronco demand. Ford Pro generated $17.8 billion in revenue and approximately $1.7 billion in EBIT despite supply headwinds.