(Graham Hughes/Bloomberg)Key Takeaways: Ford reported adjusted earnings of 42 cents a share, beat estimates and raised its 2026 EBIT outlook to $10.5 billion-$11 billion. Higher-margin Bronco and Explorer SUV sales helped offset weaker F-Series availability, while Ford cited more than $1 billion in tariff costs. Ford expects additional F-Series production recovery and said energy storage profits likely will not appear in results until 2028. Those models generate critical profit for Ford as the company scales back its loss-making electric vehicle operations and digests higher costs from tariffs and commodities. The mill resumed operations in the second quarter, and Ford expects to recoup some lost production in the back half of the year.