Ford (F): FY26 Q1 earnings call, Apr 29, 2026
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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Tariff”; 5 quoted, at least 25 words apart.
…much the same way we have navigated the pandemic, the semiconductor shortage, tariff headwinds, and others. We have the muscle memory to find cost offsets,…
…First, in Q1, we recognized a $1.3 billion benefit related to IEEPA tariffs. This one-time adjustment largely benefits Ford Blue and Ford Pro at about…
…and takes for the year. We have the $1.3 billion one-time IEEPA tariff benefit. We now expect commodity headwinds of just above $2 billion, about…
…those separately. We talk about those separately. When I talk about a $1 billion year-over-year improvement due to Novelis, that includes all the tariff costs.
…$5 billion-$6 billion. The big change, as you know, was the IEEPA tariff of $1.3 billion. That we don't have certainty as to when that…
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