Ford Motor

F · Consumer Discretionary · Market cap $58.8B

Q1 FY26 Jan 1 – Mar 31, 2026 reported Jul 29, 2026

Revenue$43.3B +6% year over year

Gross profit$7.9B

Operating profit$2.3B

Net profit$2.6B 6% margin

Numbers and detail

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Mar 31, 2026).
Item	Value	Share of revenue	Year over year
Revenue	43.3	100%	+6%
Vehicles, parts, and accessories	42.7	99%	+19%
Services and other revenue	1	2%
Cost of revenue	−35.3	82%
Gross profit	7.9	18% margin	+5pp
SG&A	−2.8	6%	+1pp
Other	−2.8	6%	+0pp
Operating profit	2.3	5% margin	+5pp
Tax	−0.3
Net profit	2.6	6%	+5pp

All figures in billions of U.S. dollars, for Q3 FY25 (period ends Sep 30, 2025).
Item	Value	Share of revenue	Year over year
Revenue	50.5	100%	+9%
Vehicles Parts and Accessories	45.5	90%	+9%
Financing income	2	4%	+2%
Leasing income	1.3	3%	+21%
Service and Other Revenue	0.9	2%	+10%
Used Vehicles	0.7	1%	+29%
Cost of revenue	−43.4	86%
Gross profit	7.1	14% margin	+1pp
SG&A	−2.7	5%	+0pp
Other	−2.8	6%	+0pp
Operating profit	1.6	3% margin	+1pp
Net profit	2.4	5%	+3pp

All figures in billions of U.S. dollars, for Q2 FY25 (period ends Jun 30, 2025).
Item	Value	Share of revenue	Year over year
Revenue	50.2	100%	+5%
Vehicles Parts and Accessories	45.2	90%	+4%
Financing income	2	4%	+6%
Leasing income	1.3	3%	+16%
Service and Other Revenue	0.9	2%	+18%
Used Vehicles	0.8	2%	+60%
Cost of revenue	−44.2	88%
Gross profit	5.9	12% margin	−3pp
SG&A	−2.7	5%	+0pp
Other	−2.7	5%	+0pp
Operating profit	0.5	1% margin	−3pp
Tax	−0.5
Net profit	0	0%	−4pp

All figures in billions of U.S. dollars, for Q1 FY25 (period ends Mar 31, 2025).
Item	Value	Share of revenue	Year over year
Revenue	40.7	100%	−5%
Vehicles Parts and Accessories	35.9	88%	−7%
Financing income	2	5%	+12%
Leasing income	1.2	3%	+13%
Service and Other Revenue	0.8	2%	+16%
Used Vehicles	0.7	2%	+34%
Cost of revenue	−35.2	86%
Gross profit	5.5	13% margin	−1pp
SG&A	−2.4	6%	+0pp
Other	−2.8	7%	+0pp
Operating profit	0.3	1% margin	−2pp
Tax	−0.1
Net profit	0.5	1%	−2pp

Quarter by quarter

Pick a quarter and the diagram above changes. Bars compare revenue across the quarters we hold.

Quarter	Period	Reported	Revenue	Year over year	Operating margin	Net profit	Net margin
Q1 FY26	Jan 1 – Mar 31, 2026	Jul 29, 2026	$43.3B	+6%	5%	$2.6B	6%
Q3 FY25	Jul 1 – Sep 30, 2025	Oct 24, 2025	$50.5B	+9%	3%	$2.4B	5%
Q2 FY25	Apr 1 – Jun 30, 2025	Jul 31, 2025	$50.2B	+5%	1%	$0B	0%
Q1 FY25	Jan 1 – Mar 31, 2025	May 6, 2025	$40.7B	−5%	1%	$0.5B	1%