Ford Motor Company (F) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

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. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, please use the raise hand feature at the bottom of your screen. At this time, I would like to turn the call over to Maria Richardone, Chief Investor Relations Officer. Thank you, Layla, and welcome to Ford Motor Company's second quarter 2026 earnings call. I'm Maria Richard-Own, 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 for Q&A is Andrew Frick, president of Ford Blue and Model E, Alicia Bowler-Davis, president of Ford Pro, Kumar Galhotra, chief operating officer, and Kathy O'Callaghan, CEO of Ford Credit. Jim will give a high-level overview of the business, and Sherry will provide added texture on the financials and guidance. We will be referencing non-GAAP measures today. are on an adjusted basis. Upcoming IR engagements include Mike Aragon, President of Integrated Services at the Goldman Sachs Communicopia and Tech Conference ...