24/7 Wall Street
05 Nov 2026, 16:46 UTC · 4h ago
F-150 Lightning Sales Drop To Zero
Impact · against what's priced in
The total collapse of F-150 Lightning sales confirms the market's skeptical view of Ford's EV transition but threatens the underlying EBIT guidance if the EV revenue void isn't fully offset. While gas-powered F-Series growth provides a hedge, the decline in hybrids complicates the shift toward a higher margin floor.
- F−0.10
Already priced in
- The price assumes
The ongoing drag of electric vehicles remaining at roughly 5% of US sales
Zero F-150 Lightning sales in October align with the market's expectation that EVs will remain a marginal part of the business; however, a total collapse of the flagship model may pressure the FY 2026 EBIT guidance of $10-$11 billion.
What F's price assumes · Sep 3
