Ford Posts Q2 Loss on BOSK Charges, Raises Full-Year Adjusted EBIT Guidance to $10–$11 Billion
F sits 47% above its 52-week low of $10.68.
Summary
Ford reported a Q2 2026 net loss of $1.33 billion due to $4.18 billion in special charges, but raised its full-year adjusted EBIT outlook to $10–$11 billion as underlying operations improved.
Key Events · Earnings and Guidance · F
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Q2 Net Loss on Special Items
Net loss of $1.327 billion, or $0.33 per share, driven by $4.179 billion in pre-tax special items, primarily the BOSK JV disposition ($3.6 billion) and EV program cancellations.
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Adjusted EBIT Improves, Guidance Raised
Company adjusted EBIT of $2.503 billion, up from $2.140 billion a year ago. Full-year 2026 adjusted EBIT guidance raised to $10.0–$11.0 billion.
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Segment Performance Mixed
Ford Blue EBIT of $1.135 billion (up from $661 million), Ford Pro EBIT of $1.718 billion (down from $2.318 billion), Ford Model e loss of $919 million (improved from $1.329 billion loss).
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BOSK JV Disposition Closed
Closed in May 2026, resulting in $3.6 billion in pre-tax special item charges, elimination of $6.6 billion capital commitment, and assumption of $3.8 billion DOE loan.
Analysis · F · Manufacturing
Ford's Q2 2026 net loss of $1.33 billion was driven by $4.18 billion in pre-tax special items, primarily the BOSK joint venture disposition and EV program cancellations. Excluding those, adjusted EBIT rose to $2.5 billion, and the company raised its full-year adjusted EBIT guidance to $10–$11 billion. The results reflect a mixed picture: core automotive operations are improving, but the EV transition continues to weigh heavily, and the aluminum supply disruption from the Novelis fires is still a headwind. The BOSK deal removed a $6.6 billion capital commitment but added $3.8 billion in DOE debt. The Versata litigation also resurfaced with an $82 million reinstated award.
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At the time of this filing, F was trading at $15.68 on NYSE in the Manufacturing sector, with a market capitalization of approximately $59.6B. The 52-week trading range was $10.68 to $17.78. This filing was assessed with neutral market sentiment and an importance score of 8 out of 10.