Ford Q3 Earnings: 3 Key Takeaways for Long-Term Investors

Ford raised its 2026 adjusted EBIT guidance to $10.5-$11 billion, driven by three strategic initiatives: expanding grid-scale battery storage through Ford Energy (80% of 2028 capacity contracted), launching affordable electric vehicles like the Fathom to reduce EV costs, and growing high-margin software and parts businesses which contributed 10% of Q3 revenue. The company targets 8% adjusted EBIT margins by 2029.