Investing.com -- Ford Motor Company (NYSE: F) delivered a standout second quarter, comfortably beating Wall Street expectations on both the top and bottom lines while boosting its full-year outlook. Investors reacted swiftly, sending shares up 4% following the announcement.

The automaker posted adjusted earnings per share of $0.42, outpacing the analyst consensus of $0.35 by $0.07. Revenue reached $48.3 billion—topping expectations of $47.51 billion—even as total top-line revenue dipped 4% year-over-year from $50.2 billion. Adjusted EBIT climbed to $2.5 billion, up $0.4 billion year-over-year.

Ford reported a net loss of $1.3 billion, though this was primarily driven by one-off items: a $3.6 billion largely non-cash charge related to the disposition of the BlueOval SK joint venture, plus $0.5 billion in charges tied to previously announced EV program cancellations.

Outlook Raised Across the Board

Riding strong operational momentum, Ford elevated its full-year targets:

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  Adjusted EBIT: Raised to $10.0B – $11.0B (up from $8.5B – $10.5B), shifting the midpoint up $1.0B to $10.5B.

  
  


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  Adjusted Free Cash Flow: Boosted to $6.0B – $7.0B (up from $5.0B – $6.0B).

  
  

"We delivered another strong quarter and raised our full-year guidance, but the more important story is the growing evidence that Ford is becoming a more profitable, more disciplined and genuinely different company." — Jim Farley, Ford President and CEO

Segment Breakdown

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  Ford Pro: Generated $1.7 billion in EBIT on $17.8 billion in revenue (9.7% margin). EBIT dropped $0.6 billion YoY as the commercial business continues its recovery from aluminum supply chain bottlenecks.

  
  


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  Ford Blue: Delivered $1.1 billion in EBIT on $26.1 billion in revenue, with EBIT jumping $0.5 billion YoY.

  
  


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  Ford Model e: Reported an EBIT loss of $919 million, reflecting a third consecutive quarter of year-over-year margin improvement.