Ford Motor Company (F) Q1 2026 Earnings Call Transcript
April 29, 2026 – Ford Motor Company held its First Quarter 2026 Earnings Conference Call, providing updates on the company's performance and future outlook.
Company Participants
- Lynn Tyson - Chief Investor Relations Officer
- James Farley - President, CEO & Director
- Sherry House - Chief Financial Officer
- Kumar Galhotra - Chief Operating Officer
- Andrew Frick - President of Ford Blue, Ford Model e & Lincoln
- Alicia S. Davis - President of Ford Pro
Conference Call Participants
- Joseph Spak - UBS Investment Bank, Research Division
- Dan Levy - Barclays Bank PLC, Research Division
- Andrew Percoco - Morgan Stanley, Research Division
- Alexander Perry - BofA Securities, Research Division
- Mark Delaney - Goldman Sachs Group, Inc., Research Division
- Emmanuel Rosner - Wolfe Research, LLC
- Xin Yu - Deutsche Bank AG, Research Division
- Ryan Brinkman - JPMorgan Chase & Co, Research Division
- Colin Langan - Wells Fargo Securities, LLC, Research Division
- James Picariello - BNP Paribas, Research Division
- Itay Michaeli - TD Cowen, Research Division
The call began with opening remarks from Operator Leila, followed by Lynn Tyson, Chief Investor Relations Officer, who introduced the key executives present. Jim Farley, President and CEO, provided a high-level overview of the business, and Sherry House, CFO, offered detailed insights into the financials and guidance.
The transcript details the Q&A session with analysts from various investment firms, covering a range of topics related to Ford's performance, strategy, and outlook. The call provides valuable information for investors and industry observers seeking to understand Ford's current position and future direction.
