Management remarks
Call period: 2026 Q2 · 2026-07-28
Guidance: Sherry House: For the full year, we now expect company adjusted EBIT of $10 billion to $11 billion, narrowing the range and increasing the midpoint by $1 billion.Demand and orders: Sherry House: We are confident in the pricing power of our Pro business and although early, 2027 model year customer contracting in North America is off to a fast start.Margins: Sherry House: For US industry pricing, we now expect full year to be about a half a point higher at plus 50 basis points.Analyst Q&A
Analyst Analyst asked: So 1 of the big learnings that we are seeing in recent weeks has been how automakers are benefiting from software. We already know about how great this is for you guys at Pro, but I wanted to ask about BlueCruise specifically. Could you comment about how Blue Cruise might be contributing to Ford financials? Management James D. Farley Jr. answered: So that is a major step forward for our customers. And I think that is strategically the most important thing. We still continue to see great revenue growth with BlueCruise. it is it is probably on the retail side our best proof point for software. Paid subscriptions in Q2 grew by 20%, which is which is great to see. And in fact, BlueCruise made up 50% of our retail integrated services revenue. So that is how important BlueCruise is. And the cost is gonna come down.管理层陈述
电话会期间：2026 Q2 · 2026-07-28
指引：谢丽·豪斯：我们目前预计，全年公司调整后息税前利润为100亿至110亿美元，区间收窄，且其中点提升10亿美元。需求与订单：谢丽·豪斯：我们对福特Pro业务的定价能力充满信心；尽管目前尚早，但北美2027款车型的客户签约已快速起步。利润率：谢丽·豪斯：我们目前预计，美国行业全年定价将高出约0.5个百分点，即增加50个基点。分析师问答
分析师提问：近期我们注意到车企从软件业务中获益良多，我们已知福特Pro部门的表现，但想具体了解BlueCruise对福特财务状况的贡献。 詹姆斯·D·法利回答：这对客户是重大进步，也是战略上最重要的事项。BlueCruise营收仍强劲增长，第二季度付费订阅量增长20%，表现出色。实际上，BlueCruise占我们零售整合服务营收的50%，足见其重要性，且相关成本将会下降。This earnings research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报研究基于公司业绩公告、监管文件、财务报表，以及财报电话会议记录或官方回放整理。内容仅供参考，不构成投资建议。
