Earnings call briefThird-quarter 2026

Ford Motor targets next-year profitability roughly in line with this year

Ford Motor said the outlook reflects investment in future growth, substantial external cost pressures and continued operating improvements.

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Ford Motor said on its third-quarter call that it is targeting profitability next year roughly in line with this year, with an even stronger automotive business that enables it to invest in its future. According to the company, it currently expects commodities, memory and logistics costs to be a year-over-year headwind of about $2 billion at Ford.

Quotes from the call

“At this point we're targeting profitability next year to be roughly in line with this year with an even stronger automotive business that enables us to invest in our future.”

James Farley, President and CEO

Key facts from the call

Next-year profitability target
Roughly in line with this year
Expected next-year commodities, memory and logistics headwind
About $2 billion year over year
Expected Fathom launch timing
Fourth quarter next year

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Source: Ford Motor's third-quarter 2026 earnings call, October 28, 2026.

Written by GetSignal with AI from the company's earnings call.

Not investment advice.

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