| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 28, 2026 | 5/12 | 3 high, 4 medium, 1 low flags | 0 | 2 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | $1B net improvement from Novellus recovery Maintained guidance but costs tracking at high end of range |
| Q2'26 | Pending | Ford Energy business launch with 'short payback' Progressing with 20 GWh target but no revenue visibility yet |
| Q2'26 | Missed | Return to 55-65 days inventory target Still at 45 days for F-Series; blamed on Novellus but timeline keeps slipping |
| Q2'26 | Missed | Share UEV plans with dealers and take customer orders later this year Completely dropped customer order timeline; only mentioned deliveries starting next year |
| Q2'26 | Pending | $1B improvement in material costs and warranty reductions Reiterated as 'on track' but no specific progress metrics given |
| Q2'26 | Pending | Novellus hot mill restart in May Pushed from Q1 mention; now saying 'on track' but added heavy caveats about contingency plans |
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