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Global automakers' 2026 earnings outlooks

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2026-07-30 14:24 UTC → 2026-07-31 07:36 UTC · added removed

In late July 2026, major car manufacturers reported divergent yet optimistic earnings guidance as they navigated mixed financial results and expanding electric‑vehicle (EV) plans. Ford Motor Co. disclosed a Q2 loss of $1.3 billion, driven largely by a $3.6 billion non‑cash charge from the dissolution of its BlueOval SK battery joint venture and a $500 million write‑off tied to an EV program cancellation. Despite the loss, the company lifted its full‑year adjusted EBIT target to $10‑$11 billion and raised its adjusted free‑cash‑flow outlook to $6‑$7 billion, citing stronger pricing, resilient customers and a near‑20 % rise in core profit. Two days later, Renault Group and Ferrari N.V. reported strong first‑half earnings. Renault posted confirmed a 9.5 % revenue increase to about €30.3 billion and an operating profit margin operating‑margin of 5.2 % in the first half, with net profit of €700 million. EV sales surged 48 %, attributing now one‑fifth of total deliveries, supported by the performance to aggressive cost‑reduction measures launch of the electric Twingo and growing EV sales, while preparing new models a hybrid Dacia Sandero. The firm said it will cut production costs by €400 per vehicle each year and is open to producing cars for Chinese partners such as BYD, provided the terms are financially attractive. Renault Niagara pickup and Dacia Spring. also plans to build up to 300 000 vehicles for external customers annually by 2030. Ferrari raised its 2026 profit outlook to nearly €3 billion, driven by robust strong demand for its limited‑production hybrid supercar and the higher‑priced Purosangue Handling Speciale SUV, and signaled signalled plans for its first fully electric model, the Ferrari Luce. Together, these reports illustrate a broader trend of automakers adjusting forecasts upward in 2026, balancing short‑term financial pressures with longer‑term EV investments and product strategies.

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  1. 2026-07-31 07:36 UTC Global automakers' 2026 earnings outlooks
  2. 2026-07-30 14:24 UTC Global automakers' 2026 earnings outlooks

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