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

Key Points

• Ford beat quarterly expectations: Earnings per share came in at $0.49 versus the $0.41 consensus estimate, while revenue reached $49.53 billion, slightly above forecasts.
• Vehicle demand remains mixed: Maverick Hybrid sales surged nearly 60% in the third quarter, but total U.S. vehicle sales declined 6.6%, pointing to broader volume pressure.
• Analyst sentiment is cautious: Ford has a consensus “Hold” rating and an average price target of $15.36, compared with its reported trading price of $11.95.

Ford Motor (NYSE:F - Get Free Report) posted its earnings results on Wednesday. The auto manufacturer reported $0.49 earnings per share for the quarter, topping the consensus estimate of $0.41 by $0.08, FiscalAI reports. The firm had revenue of $49.53 billion during the quarter, compared to analyst estimates of $49.08 billion. Ford Motor had a positive return on equity of 17.23% and a negative net margin of 3.93%.

Ford Motor Stock Performance

NYSE:F traded up $0.23 during trading hours on Wednesday, hitting $11.95. 42,144,811 shares of the company traded hands, compared to its average volume of 55,752,480. The stock has a market capitalization of $47.63 billion, a price-to-earnings ratio of -6.39, a P/E/G ratio of 0.24 and a beta of 1.93. Ford Motor has a twelve month low of $11.11 and a twelve month high of $17.78. The firm has a 50-day moving average of $13.02 and a 200 day moving average of $13.40. The company has a current ratio of 1.09, a quick ratio of 0.93 and a debt-to-equity ratio of 3.07.

Trending Headlines about Ford Motor

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

• Positive Sentiment: Ford’s Maverick Hybrid sales jumped nearly 60% in the third quarter, highlighting strong demand for affordable, fuel-efficient trucks. The Maverick’s performance provides an important bright spot as Ford works to improve its product mix. Ford's Maverick Hybrid Sales Just Surged 60%
• Positive Sentiment: Ford announced charging equipment that will allow its forthcoming Fathom electric pickup to provide backup power to homes or the grid. The feature could help differentiate Ford’s EV lineup, though the vehicle is not yet generating sales. Ford Fathom EV Charger Announcement
• Positive Sentiment: Stellantis’ reaffirmed outlook and accelerating cost savings are lifting sentiment across Detroit automakers, offering a potentially favorable industry read-through for Ford ahead of its results. Stellantis Guidance and Cost Savings
• Neutral Sentiment: Wall Street expects Ford to report adjusted third-quarter earnings of approximately $0.40 per share on $46.24 billion in revenue. The report and management’s outlook for the remainder of 2026 are likely to determine the next major move in the stock. Ford Q3 Earnings Expectations
• Neutral Sentiment: Ford’s 2027 updates—including a law-enforcement Mustang Mach-E, new Ranger options and a high-performance Mustang convertible—support product visibility but are unlikely to materially affect near-term results. Ford 2027 Lineup Changes
• Negative Sentiment: Ford’s total U.S. vehicle sales declined 6.6% in the third quarter, indicating that strong Maverick demand is not yet offsetting broader volume pressure. Investors will be watching closely for evidence of margin and demand deterioration in the earnings release. Ford U.S. Sales and Maverick Hybrid Results

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the stock. Barclays lifted 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 report on Thursday, July 9th. Weiss Ratings lowered shares of Ford Motor from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Friday. TD Cowen lifted their target price on shares of Ford Motor from $13.00 to $15.00 and gave the stock a "hold" rating in a report on Wednesday, July 29th. Jefferies Financial Group raised Ford Motor from a "hold" rating to a "buy" rating and boosted their price objective for the stock from $14.50 to $17.50 in a research report on Monday, July 27th. Finally, JPMorgan Chase & Co. decreased their target price on Ford Motor from $17.00 to $16.00 and set an "overweight" rating for the company in a research note on Monday, October 12th. Seven equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Ford Motor has a consensus rating of "Hold" and an average target price of $15.36.

About Ford Motor

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.

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