Ford sold 549,200 vehicles in Q2 2026 and still raised its full-year profit forecast, and the Novelis aluminum mill fires in upstate New York that Ford said could cost the company up to a billion dollars are now the reason the second half looks brighter than Wall Street expected

Ford reported selling 549,200 vehicles during the second quarter, and during the first six months of the 2026 calendar year, Ford Motor Company sales decreased 9.6% to 1,006,515 units. Ford raised its 2026 earnings forecast after beating Wall Street’s second-quarter earnings expectations despite missing revenue estimates. Ford raised its full-year forecast the same day it reported the sales dropHere is the twist. CNBC reported that Ford raised its 2026 earnings forecast after beating Wall Street’s second-quarter expectations, with shares rising nearly 7% in after-hours trading. Analysts covering Ford described the second quarter as a likely volume trough, with production expected to normalize upward as the Novelis supply chain returns to full capacity.