Ford (F): FY26 Q2 earnings call, Jul 28, 2026
On its Jul 28, 2026 earnings call (FY26 Q2), Ford said 10 of the 15 words Kalshi listed; Parrot’s count agreed with 14 of 15 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
15 words · 10 settled yes · our count agreed on 14 of 15- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Recall / Recalled | Yes | 12 | 12 | ✓ | 73%transcripts from the transcript model | Hear it 5:28, Recall / Recalled | – |
| Electric vehicle / EV | Yes | 5 | 5 | ✓ | 95%n=1+tx from settlement history blended with transcripts | Hear it 8:47, Electric vehicle / EV | – |
| Tariff | Yes | 5 | 7 | ✓ | 93%transcripts from the transcript model | Hear it 11:57, Tariff | – |
| Apple | Yes | 5 | 6 | ✓ | 15%transcripts from the transcript model | Hear it 9:35, Apple | – |
| Headwind | Yes | 4 | 6 | ✓ | 88%transcripts from the transcript model | Hear it 17:46, Headwind | – |
| Oakville | Yes | 4 | 4 | ✓ | 48%transcripts from the transcript model | Hear it 2:56, Oakville | – |
| Iran / Middle East | Yes | 1 | 1 | ✓ | 56%transcripts from the transcript model | Hear it 21:44, Iran / Middle East | – |
| Tailwind | Yes | 1 | 1 | ✓ | 55%transcripts from the transcript model | Hear it 51:40, Tailwind | – |
| Market Share | Yes | 1 | 1 | ✓ | 50%transcripts from the transcript model | Hear it 8:04, Market Share | – |
| Geely | Yes | 1 | 1 | ✓ | 28%transcripts from the transcript model | Hear it 9:53, Geely | – |
| AI / Artificial Intelligence | No | 1 | 1 | ✗ | 60%transcripts from the transcript model | Hear it 1:12, AI / Artificial Intelligence | – |
| China | No | 0 | 0 | ✓ | 73%n=1+tx from settlement history blended with transcripts | – | |
| Skunk Works | No | 0 | 0 | ✓ | 57%transcripts from the transcript model | – | |
| Subsidy / Subsidized | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – | |
| Autonomy / Autonomous | No | 0 | 0 | ✓ | 28%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “USMCA”; 5 quoted, at least 25 words apart.
…important to our future at Ford. This agreement also underscores how important USMCA is to our future at Ford, and the opportunity we have to…
…to further mitigate that going forward. You also spoke a bit on USMCA. Jim, curious if you have any early thoughts around how the discussions…
Sure. Well, let me just comment on USMCA because it's very critical. Look, Ford is an unusual company in a way. We build the most…
…have the same kind of principle, which is build a stronger U.S. industrial base. Our orientation for USMCA is maybe a bit different than others.
…and they have huge advantages. We are prepared to support revising the USMCA, long as it allows the promotion of more competitive U.S. auto sector,…
Where the listed words were said
…initial quality to long-term durability, lowering our warranty costs even further, fewer recalls, stronger customer loyalty, more pricing power, and for our conquest and growth,…
…performance. Turning to Model e, we're aggressively driving down Gen-1 costs and will become a major scaled competitor as we invest in affordable, versatile EVs.
Tariff resilient, world-class U.S. manufacturing, leading battery technology, an iconic American brand that is already familiar to communities who are most in need for grid…
…drive, and personalized technology in the experience. In fact, we just announced Apple last week, as you know, will be the embedded map provider for…
…our most profitable channels. Ford Pro delivered a solid quarter despite significant headwinds, delivering $1.7 billion in EBIT on $17.8 billion of revenue, down 26%…
…commercial vehicle market share leadership in both North America and Europe. The Oakville expansion I referred to earlier is on track to launch in the…
…guidance does not include potential impacts of a significant escalation in the Middle East or a material downturn in the U.S. economy, which could have…
…start to see a little bit of softening, that would be a tailwind. In short, you see a company more efficient, more durable, and fitter,…
In Europe, as you saw last week, we announced our agreement with Geely, which will bring speed and capital efficiency to our European operations. The…
Agents: this page as TSV at /api/v1/appearances/ford:2026-07-28:earnings_call · words: /api/v1/brief?appearance=ford:2026-07-28:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP