SUMMARY In this episode, we dive deep into the newly released financial performance details from Ford Motor Company&#x27;s Q1 2026 earnings call. The discussion centers on the legacy automaker&#x27;s ongoing transition toward electrification, detailing their latest production strategies, capital allocations, and vehicle manufacturing updates. We break down the technical article updates and analyze what these profit margins and battery engineering adjustments mean for the future of their EV lineup, including popular models like the Model Y competitors and upcoming consumer trucks. Additionally, we look at market trends, solid-state battery engineering timelines, and how automotive industry dynamics are shifting as legacy tech mixes with next-gen software-driven fleets. Whether you are an EV enthusiast or tracking the broader automotive stock market, this episode offers a comprehensive blueprint of Ford&#x27;s current trajectory. Support the Show https://www.supportkilowatt.com/ Other Podcasts: Beyond the Post YouTube (https://www.youtube.com/@beyondthepostfm) Beyond the Post Podcast (https://www.beyondthepost.fm/) Shuffle Playlist (https://shows.acast.com/shuffle-playlist) 918Digital Website (https://www.918digital.com/) News Links: Ford Motor Company Q1 2026 Earnings Call Registration *Show Art Created By Gemini Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ford's Q1 2026 Earnings Call

Kilowatt: A Podcast about Electric Vehicles

# Full Transcript

**Podcast:** Kilowatt: A Podcast about Electric Vehicles

## Transcript

Good day everyone. 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 first quarter 2026 earnings conference call. At this time, I would like to turn the call over to Lynn Antipas Tyson, Chief Investor Relations Officer. Thank you, Layla, and welcome to Ford Motor Company's first quarter 2026 earnings call. 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 Galhutra, Chief Operating Officer, and Kathy O'Callaghan, CEO of Ford Credit. We'll be referring to non-GAAP measures today. These are reconciled to the most comparable U.S. GAAP measures in the appendix of our earnings deck. You can find the deck at shareholder.ford.com. Our discussion also includes forward-looking statements. Our actual results may differ. The most significant risk factors are included on page 19 of our deck. Unless otherwise noted, all comparisons are year over year.

Our company EBIT, EPS, and free cash flow are on an adjusted basis. Hello, everyone, and welcome to Kilowatta Podcast about electric vehicles, renewable energy, autonomous driving, and much, much more.

I might sound a little different today. That is because I'm recording directly to my laptop, over the laptop speaker. I'm going to be honest, I don't feel good. So going and spending a lot of time sitting in a hot room recording this episode was not going to be a good choice for me.

So in order to get this out, I was like, you know what? It's an earnings call. Jim Farley and the team are going to do most of the talking anyway. Had I been smarter, I would have got this out yesterday, but I didn't feel good yesterday either. And I was like, well, I'll feel better tomorrow. And, you know, I didn't. I will say, though, before we get right into the opening remarks of Jim Farley, this was recorded back in April.

So this earnings call is more than a month old. So just keep that in the back of your head. I still like doing these because I do like knowing where the company's heads are at or what they're thinking when it comes to EVs and renewable energy and autonomous driving. And. Yeah, so I still think there's some value in this. I will make it as short as possible, but as long as necessary.

You know, there's lots of other things that they talk about in these earnings calls for these legacy automakers that don't. necessarily have to do with what we have, what we talk about on the show. So I cut that part out. Also, it's important to note that I will edit this for the show, but I will try to leave the context in as best as possible. If you want to go and listen to the entire earnings call, you can just go to the show notes and check it out there.

All right. With that, let's go ahead and jump in to Jim Farle...

Ford's Q1 2026 Earnings Call

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Ford's Q1 2026 Earnings Call

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.