Geopolitics Alpha

Ford (F) Q3 2026 Earnings Call Transcript

Published . Updated .

Ford (F) Q3 2026 Earnings Call Transcript

Ford raised full-year guidance despite commodity headwinds and EV transition costs.

Directly affected

  • F Ford Motor-15.3% 30d

    Named in this report.

Indirectly affected

  • XLY Consumer Discretionary Select Sector SPDR+2.3% 18d

    Consumer Discretionary Select Sector SPDR holds the consumer sector that Ford Motor belongs to, so it often moves with news about it.

  • TSLA Tesla+13.8% 30d

    Tesla is a peer of Ford Motor in motor vehicles and passenger car bodies; rivals often move on the same news.

  • GM General Motors-7.6% 30d

    General Motors is a peer of Ford Motor in motor vehicles and passenger car bodies; rivals often move on the same news.

  • PCAR Paccar

    Paccar is a peer of Ford Motor in motor vehicles and passenger car bodies; rivals often move on the same news.

  • RIVN Rivian Automotive-22.6% 30d

    Rivian Automotive is a peer of Ford Motor in motor vehicles and passenger car bodies; rivals often move on the same news.

  • OSK Oshkosh-7.4% 16d

    Oshkosh is a peer of Ford Motor in motor vehicles and passenger car bodies; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FNo price data for this ticker———————
XLYNo price data for this ticker———————
TSLANo price data for this ticker———————
GMNo price data for this ticker———————
PCARNo price data for this ticker———————
RIVNNo price data for this ticker———————
OSKNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Ford (F) Q3 2026 Earnings Call Transcript Yahoo Finance

Source: Yahoo Finance

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How solid “Ford (F) Q3 2026 Earnings Call Transcript” looks

12 out of 100

“Ford (F) Q3 2026 Earnings Call Transcript” scores 12 out of 100. The score uses 1 sources.