--- title: "Ford's Pricing, Product Mix To Drive H2 2026: Analyst" type: "News" locale: "en" url: "https://longbridge.com/en/news/294248860.md" description: "BofA analyst Alexander Perry raised Ford's FY26 EPS forecast to $1.85, citing strong pricing, F-Series demand, and off-road vehicle momentum for H2 2026. This follows Ford beating Q2 EPS estimates and raising full-year EBIT and free cash flow guidance. While commodity headwinds are expected to rise in H2, Novelis is projected to provide a tailwind. Ford shares rose 4.45% following the earnings report." datetime: "2026-07-29T18:56:15.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294248860.md) - [en](https://longbridge.com/en/news/294248860.md) - [zh-HK](https://longbridge.com/zh-HK/news/294248860.md) generator: "portal-rs" --- # Ford's Pricing, Product Mix To Drive H2 2026: Analyst **Ford Motor Company** (NYSE:F) shares are trading higher after the company reported strong second-quarter adjusted EPS results and raised its fiscal year 2026 guidance on Tuesday. ## Earnings Snapshot The company reported second-quarter revenue of $44.89 billion, missing the consensus estimate of $45.81 billion, according to Benzinga Pro. The Detroit-based automaker reported adjusted earnings of 42 cents per share, beating estimates of 35 cents per share. Ford expects full-year 2026 adjusted EBIT of $10 billion to $11 billion, up from prior guidance of $8.5 billion to $10.5 billion. The company anticipates full-year adjusted free cash flow of $6 billion to $7 billion, up from prior guidance of $5 billion to $6 billion. ## Analyst View **B of A Securities** analyst **Alexander Perry** revised estimates following the mixed quarterly earnings. The analyst raised EPS estimates to $1.85 from $1.69 for FY26, while trimming the same to $1.85 from $1.96 for FY27 and $1.99 from $2.20 for FY28. The analyst expects strong pricing and favorable trim mix to remain key drivers through the second half of 2026, with continued momentum in off-road vehicles and pent-up demand for F-Series trucks, which currently have approximately 45 days of inventory supply. For the second half of 2026, Perry projects commodity headwinds to increase from $500 million in the first half to approximately $1.4 billion-$1.5 billion, with a relatively balanced impact across the third and fourth quarters. Additionally, the analyst also sees around $1 billion of incremental UEV and expects Ford Energy investments to occur primarily in the second half, with the majority weighted toward the fourth quarter. Meanwhile, Perry expects Novelis to become a tailwind in the second half, with approximately $1 billion of EBIT improvement expected to be realized mainly during this period. However, the anticipated volume recovery benefit has been lowered toward the bottom end of the $2.5 billion-$3.0 billion range due to expectations of a less favorable mix, as Ford is likely to increase shipments through lower-margin channels, adds the analyst. **F Price Action:** Ford Motor shares were up 4.45% at $15.62 at the time of publication on Wednesday, according to Benzinga Pro data. **Read Also: Ford CEO Jim Farley Backs USMCA Overhaul, Says Deal Is 'Critical' to Compete With Japan, South Korea** *Photo via Shutterstock* ### Related Stocks - [F-B.US](https://longbridge.com/en/quote/F-B.US.md) - [F-D.US](https://longbridge.com/en/quote/F-D.US.md) - [F.US](https://longbridge.com/en/quote/F.US.md) - [F-C.US](https://longbridge.com/en/quote/F-C.US.md) - [FRDD.US](https://longbridge.com/en/quote/FRDD.US.md) - [FRDU.US](https://longbridge.com/en/quote/FRDU.US.md) - [BAC.US](https://longbridge.com/en/quote/BAC.US.md) - [BAC-Q.US](https://longbridge.com/en/quote/BAC-Q.US.md) - [BML-L.US](https://longbridge.com/en/quote/BML-L.US.md) - [BAC-L.US](https://longbridge.com/en/quote/BAC-L.US.md) - [BAC-K.US](https://longbridge.com/en/quote/BAC-K.US.md) - [BML-H.US](https://longbridge.com/en/quote/BML-H.US.md) - [BAC-N.US](https://longbridge.com/en/quote/BAC-N.US.md) - [BAC-E.US](https://longbridge.com/en/quote/BAC-E.US.md) - [MER-K.US](https://longbridge.com/en/quote/MER-K.US.md) - [BAC-O.US](https://longbridge.com/en/quote/BAC-O.US.md) - [BML-G.US](https://longbridge.com/en/quote/BML-G.US.md) - [BAC-M.US](https://longbridge.com/en/quote/BAC-M.US.md) - [BAC-B.US](https://longbridge.com/en/quote/BAC-B.US.md) - [BML-J.US](https://longbridge.com/en/quote/BML-J.US.md) - [BAC-S.US](https://longbridge.com/en/quote/BAC-S.US.md) - [BAC-P.US](https://longbridge.com/en/quote/BAC-P.US.md) - [8648.JP](https://longbridge.com/en/quote/8648.JP.md) ## Related News & Research - [Canada Hits Back with 50% Tariffs: Ford (F) and GM (GM) Are Back in the Trade Crossfire](https://longbridge.com/en/news/296702272.md) - [118,110 Shares in Ford Motor Company $F Bought by Meeder Advisory Services Inc.](https://longbridge.com/en/news/296466746.md) - [Axian Telecom releases Q2 2026 results presentation](https://longbridge.com/en/news/296807653.md) - [Ford Q2 Preview: Stock Outshines Tesla, GM in 2026 — Can Earnings Fuel the Trend?](https://longbridge.com/en/news/293968449.md) - [A New Cheap Ford SUV Coming? 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