Ford Motor (NYSE:F) Announces Quarterly Earnings Results, Beats Estimates By $0.08 EPS

Posted by Brian Himes on Oct 29th, 2026

Ford Motor logo Ford Motor (NYSE:F – Get Free Report) issued its quarterly earnings data on Wednesday. The auto manufacturer reported $0.49 EPS for the quarter, topping analysts’ consensus estimates of $0.41 by $0.08, FiscalAI reports. Ford Motor had a negative net margin of 3.93% and a positive return on equity of 17.23%. The business had revenue of $49.53 billion for the quarter, compared to analyst estimates of $49.08 billion. During the same period last year, the business posted $0.45 earnings per share. The firm’s quarterly revenue was down 2.0% on a year-over-year basis.

Here are the key takeaways from Ford Motor’s conference call:

Q3 adjusted EBIT rose 3% to $2.7 billion, supported by strong truck and SUV mix, cost reductions, and record auto-adjacent revenue. Ford raised the low end of its 2026 adjusted EBIT guidance, now expecting $10.5 billion to $11 billion.
Ford Pro and Ford Credit remained important earnings contributors, with Ford Pro generating $1.7 billion of EBIT and Ford Credit posting $803 million of EBT. Software services and parts contributed about 10% of quarterly revenue at accretive margins, while Ford Pro expects growth from Oakville capacity and commercial leasing.
Ford Energy reported strong early demand for grid-scale battery storage, with executed contracts and late-stage negotiations covering more than 80% of expected 2028 capacity. The company remains on track to bring 20 gigawatt-hours of annual capacity online by the end of 2027, with roughly two-thirds of its planned $2 billion investment expected next year.
Ford’s affordable Fathom EV remains on track for a late-2027 launch with a starting price of $28,350, and 90% of validation testing is complete. However, supply-base readiness remains a key remaining risk, and Model e is expected to incur higher expenses in 2027 before profitability improves more substantially in 2028-2029.
Ford expects 2027 profitability to be roughly in line with 2026 despite investments in new vehicles, the Universal EV platform, and Ford Energy. Management anticipates approximately $2 billion of headwinds from commodities, memory, and logistics, while European operations continue to face pressure from Chinese competition, EV mandates, and industry overcapacity.

Ford Motor Stock Performance

NYSE:F opened at $11.95 on Thursday. The business has a 50 day moving average price of $12.98 and a 200-day moving average price of $13.38. The firm has a market cap of $47.63 billion, a PE ratio of -6.39, a price-to-earnings-growth ratio of 0.24 and a beta of 1.93. The company has a debt-to-equity ratio of 3.07, a quick ratio of 0.93 and a current ratio of 1.09. Ford Motor has a fifty-two week low of $11.11 and a fifty-two week high of $17.78.

Ford Motor Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Tuesday, November 10th will be paid a $0.15 dividend. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $0.60 annualized dividend and a yield of 5.0%. Ford Motor’s payout ratio is currently -32.09%.

Ford Motor News Roundup

Here are the key news stories impacting Ford Motor this week:

Positive Sentiment: Ford reported third-quarter adjusted earnings of $0.49 per share, above analyst expectations of roughly $0.39–$0.41 and ahead of $0.45 a year earlier. Management also raised the low end of its full-year profit outlook, highlighting cost reductions and growth in higher-margin businesses. Ford beats third-quarter profit estimates, raises low end of annual outlook
Positive Sentiment: Ford declared a quarterly dividend of $0.15 per share, equivalent to $0.60 annually and an indicated yield of about 5%. The payment is scheduled for Dec. 1 for shareholders of record on Nov. 10, supporting the stock’s income appeal. Ford Reports Third-Quarter 2026 Financial Results
Positive Sentiment: CEO Jim Farley expressed strong confidence in the upcoming sub-$30,000 Fathom electric pickup, citing its capabilities and hands-free driver-assistance technology. The vehicle remains on track for the fourth quarter of next year, offering a potential catalyst for Ford’s EV strategy if pricing and execution meet expectations. Ford CEO Jim Farley discusses Fathom EV
Neutral Sentiment: Maverick hybrid sales rose nearly 60% in the third quarter, showing demand for affordable, fuel-efficient models even as Ford’s overall U.S. sales declined. Ford’s Maverick Hybrid Sales Just Surged
Negative Sentiment: Third-quarter revenue fell 2% year over year to $49.53 billion, while reported profit declined to $2.05 billion. Softer sales of gas and hybrid models, persistent losses in Ford’s EV unit and rising commodity costs remain key concerns. Ford Says Weak Vehicle Sales Drive Down Profit, Revenue

Analyst Ratings Changes

F has been the subject of several research analyst reports. Piper Sandler lifted their target price on shares of Ford Motor from $16.00 to $17.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Jefferies Financial Group upgraded shares of Ford Motor from a “hold” rating to a “buy” rating and increased their price objective for the stock from $14.50 to $17.50 in a research report on Monday, July 27th. Dbs Bank raised shares of Ford Motor from a “hold” rating to a “moderate buy” rating in a research note on Tuesday, August 11th. Barclays boosted their price target on shares of Ford Motor from $13.00 to $14.00 and gave the company an “equal weight” rating in a research note on Thursday, July 9th. Finally, The Goldman Sachs Group reduced their price objective on Ford Motor from $16.00 to $14.00 and set a “neutral” rating for the company in a research note on Tuesday, October 6th. Seven equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $15.36.

Read Our Latest Analysis on F

About Ford Motor

(Get Free Report)

Ford Motor Co is an American automobile manufacturer founded in 1903 by Henry Ford and headquartered in Dearborn, Michigan. The company helped popularize mass automobile production and is known for brands including Ford and Lincoln.

Ford develops, manufactures and sells cars, trucks, sport utility vehicles, commercial vehicles and electric vehicles. Its product portfolio includes the F-Series pickup trucks, Transit commercial vans, Mustang sports cars and a range of utility vehicles. The company also provides vehicle software, connected services, fleet solutions, maintenance and other support services.

Ford operates through Ford Blue, which focuses on gasoline- and hybrid-powered vehicles; Model e, which develops electric vehicles and related technologies; and Ford Pro, which serves commercial and fleet customers.