The automaker posts stronger operating earnings, narrows EV losses and boosts full-year guidance as F-Series production recovers. On the Dash:Ford raised its 2026 profit guidance, signaling confidence in consumer demand despite ongoing headwinds. Tariffs, supplier disruptions and shifting EV strategy remain key factors dealers should watch. Additionally, Ford reported a net loss of $1.3 billion, driven largely by one-time accounting charges rather than core operations. Ford Pro earned $1.7 billion, down from $2.3 billion, mainly due to reduced F-Series production.