2 months ago
37
Thomas Richmond
Sat, July 25, 2026 astatine 11:19 AM CDT 3 min read
Quick Read
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Ford's 4% dividend output and 4.5x escaped currency travel aggregate basal retired aft absorption raised 2026 adjusted EBIT guidance to a scope of $8.5 cardinal to $10.5 billion.
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GM's astir 1% output is astir a 4th of Ford's, and it trades astatine a richer escaped currency travel multiple, giving Ford the wide income edge.
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Ford Pro's paid bundle subscriptions surged 30% to 879,000 users, and a anterior $10.7 cardinal EV impairment already cleared the Model e resistance risk.
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Ford (NYSE:F) reports Q2 2026 net connected July 28 with 3 large factors moving successful its favor: a 4.24% dividend yield, a valuation of roughly 4.5 times escaped currency flow, and recently raised full-year nett guidance.
Ford's electric-vehicle concern remains profoundly unprofitable, but the company's commercialized and accepted conveyance operations proceed to make capable currency to money the dividend and sorb those losses.
Ford Offers a 4.2% Dividend Yield
Ford's $0.60 annualized dividend against a $14.37 stock terms puts the guardant output astatine 4.24%, more than treble the S&P 500 average. General Motors (NYSE:GM) has a dividend output of astir 1% connected a low-single-digit payout ratio.
The Q2 2026 dividend of $0.15 was declared April 28, 2026, and paid June 1, 2026, and absorption has layered successful peculiar dividends of $0.30 successful February 2025 and $0.33 the twelvemonth prior. Ford besides repurchased $311 cardinal of stock successful Q1 2026, reinforcing the capital-return story.
Ford Trades astatine Just 4.5x Free Cash Flow
The banal trades astatine roughly 4.5x price-to-free-cash-flow, 1.5x book, and a guardant P/E of 8. Free currency travel output sits adjacent 22%, backed by 2026 guidance for $5.0 cardinal to $6.0 cardinal successful adjusted escaped currency flow.
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Q1 2026 delivered EPS of $0.66 connected $43.25 cardinal successful gross (6% YoY growth), with nett income surging to $2.55 cardinal from $471 cardinal a twelvemonth earlier and adjusted EBIT improving $2.50 cardinal YoY to $3.49 billion.
Ford Just Raised Its 2026 Profit Forecast
Management raised full-year 2026 adjusted EBIT guidance to $8.5 cardinal to $10.5 cardinal (from $8.0 cardinal to $10.0 billion) connected Ford Pro's commercialized and bundle momentum. Paid bundle subscriptions reached 879,000 successful Q1 2026, up 30% YoY with 11.4% conception margins.
CEO Jim Farley said the results "reflect the momentum of the Ford+ plan." Shares are up 33.85% implicit the past twelvemonth and 12.08% year-to-date, with an mean expert terms people of $15.05.
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