Ford Motor Q3 FY26: where the revenue came from and where it went
The whole income statement of Ford Motor for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Jul 1 – Sep 30, 2026
Revenue$49.5B
−2% year over year
Gross profit$7.4B
15% margin
Operating profit$1.5B
3% margin
Net profit$2.0B
4% margin
Net profit is larger than what operations earned, because the statement adds $0.7B below it, under Other income, net.
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 49.5 | 100% | −2% |
| Ford blue | 26.1 | 53% | |
| Ford pro | 17.8 | 36% | |
| Ford credit | 3.4 | 7% | |
| Other revenue | 1.2 | 2% | |
| Ford model e | 1.0 | 2% | |
| Cost of revenue | −42.1 | 85% | |
| Gross profit | 7.4 | 15% margin | +1pp |
| SG&A | −3.1 | 6% | +1pp |
| Other | −2.8 | 6% | +0pp |
| Operating profit | 1.5 | 3% margin | +0pp |
| Other income, net | 0.7 | ||
| Tax | −0.1 | ||
| Net profit | 2.0 | 4% margin | −1pp |
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