Ford’s $43.25B Q1 2026 revenue and new battery storage partnership drive premarket gains, outpacing GM and Tesla.
Ford shares climbed 6% in premarket trading to $14.21 after unveiling Ford Energy, a joint venture with EDF to supply 20 GWh of battery storage systems starting in 2028. The move targets utility-scale and data center clients, positioning Ford as an AI infrastructure player.
The automaker also reported Q1 2026 revenue of $43.25B, a 6% year-over-year increase, with software subscription gross margins exceeding 50%. The results contrasted with General Motors, which posted an EPS beat but saw no stock movement, and Tesla, which faced insider selling concerns.
Ford’s premarket rally marks its strongest single-session move in recent months, nearing its 52-week high of $14.94. The stock had entered the day with a 4% one-month gain and a 25% one-year return.