Investing.com -- Ford Motor Company (NYSE: F) reported first-quarter results that exceeded Wall Street expectations, with adjusted earnings per share of $0.66, significantly surpassing the analyst consensus of $0.19 by $0.47. Shares jumped 7.2% after hours following the announcement.

The automaker posted adjusted earnings per share of $0.66, significantly surpassing the analyst consensus of $0.19. Revenue reached $43.3 billion, up 6% YoY and slightly above the $42.96 billion estimate. The results included a $1.3 billion one-time IEEPA tariff benefit reflecting amounts Ford paid between March 2025 and February 2026, primarily benefiting the Ford Blue and Ford Pro segments. Adjusted EBIT totaled $3.5 billion compared to $1.0 billion in the prior-year quarter.

Ford raised its full-year adjusted EBIT guidance to a range of $8.5 billion to $10.5 billion, up from the previous range of $8.0 billion to $10.0 billion. The midpoint of $9.5 billion exceeds the analyst consensus of $8.9 billion. The company maintained its outlook for adjusted free cash flow of $5.0 billion to $6.0 billion and capital expenditures of $9.5 billion to $10.5 billion.

"Our strong first-quarter results and raised full-year guidance reflect the momentum of the Ford+ plan," said CEO Jim Farley. "We built the foundation for a more modern, resilient Ford, improving cost and quality and building our world-class team."

Ford Pro generated $1.7 billion in EBIT on $14.7 billion in revenue, with an 11.4% margin. Ford Blue reported $1.9 billion in EBIT on $23.9 billion in revenue, led by F-Series, Bronco, and double-digit growth in Explorer and Expedition sales. Ford Model e posted a first-quarter EBIT loss of $777 million.

The company declared a second-quarter regular dividend of 15 cents per share, payable June 1 to shareholders of record on May 12.