Ford Motor Company (F) Q2 2026 Earnings Call Transcript

Ford Motor Company ( F ) Q2 2026 Earnings Call July 28, 2026 5:00 PM EDT Company Participants Maria Ricciardone - Chief Investor Relations Officer James Farley - President, CEO & Director Sherry House - Chief Financial Officer Andrew Frick - President of Ford Blue, Ford Model e & Lincoln Kumar Galhotra Alicia S. Davis - President of Ford Pro Conference Call Participants Andrew Percoco - Morgan Stanley, Research Division Alexander Perry - BofA Securities, Research Division Joseph Spak - UBS Investment Bank, Research Division Mark Delaney - Goldman Sachs Group, Inc., Research Division Dan Levy - Barclays Bank PLC, Research Division Gautam Narayan - RBC Capital Markets, Research Division Michael Ward - Citigroup Inc., Research Division Itay Michaeli - TD Cowen, Research Division Emmanuel Rosner - Wolfe Research, LLC Colin Langan - Wells Fargo Securities, LLC, Research Division Xin Yu - Deutsche Bank AG, Research Division Presentation Operator Good day, everyone. My name is Layla, and I will be your conference operator today. At this time, I would like to welcome you to the Ford Motor Company Second Quarter 2026 Earnings Conference Call. [Operator Instructions] At this time, I would like to turn the call over to Maria Ricciardone, Chief Investor Relations Officer. Maria Ricciardone Chief Investor Relations Officer Thank you, Layla, and welcome to Ford Motor Company's Second Quarter 2026 Earnings Call. I'm Maria Ricciardone, Ford's new Chief Investor Relations Officer. I most recently came from Lockheed Martin, where I was Treasurer and Head of Investor Relations. I joined Ford because the opportunity ahead is tremendous. Few companies today are navigating a transformation of this scale and this consequence. My focus will be straightforward; clear, consistent communication with all of you and ensuring the market understands how our differentiated strategy translates into profitable growth, capital discipline and shareholder value. With that, let's jump in. With me today are Jim Farley, President and CEO; and Sherry House, CFO. Joining us