Ford (F): FY26 Q1 earnings call, Apr 29, 2026

Wed, Apr 29Earnings callSpeaker-labelled transcriptFord

No Kalshi or Polymarket word markets were listed for Ford’s Apr 29, 2026 earnings call (FY26 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

22 matches for “Novelis”; 5 quoted, at least 25 words apart.

Sherry Housecompanyprepared

…to IEEPA tariffs paid between March 2025 and February 2026. Second, our Novelis recovery is progressing as expected. We still expect a $1 billion improvement…

Sherry Housecompanyprepared

…for the year. F-Series sales remain healthy as inventory recovers from the Novelis supply disruption. America's best-selling truck delivered year-over-year retail share improvement of 30…

Sherry Housecompanyprepared

…also producing a richer mix of product as we continue to ramp Novelis. Importantly, on average, we are spending less on incentives than our competitors.…

Sherry Housecompanyprepared

Ford Pro achieved EBIT of $1.7 billion against the backdrop of Novelis-related production disruptions. Ford Pro continues to deliver higher margins through a powerful ecosystem…

Sherry Housecompanyprepared

Note, though, this excludes Novelis-related aluminum costs. The impact of ongoing tariffs is unchanged at about $1 billion and is now a part of our…

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