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

Ford Motor (NYSE:F) released 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. The firm had revenue of $49.53 billion for the quarter, compared to the consensus estimate of $49.08 billion. Ford Motor had a positive return on equity of 18.96% and a negative net margin of 4.17%. The firm’s revenue was down 2.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.45 earnings per share.

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 Up 2.9%

Shares of F stock opened at $12.30 on Friday. Ford Motor has a 12 month low of $11.11 and a 12 month high of $17.78. The company has a quick ratio of 0.93, a current ratio of 1.09 and a debt-to-equity ratio of 3.07. The firm has a market cap of $49.04 billion, a PE ratio of -6.24, a price-to-earnings-growth ratio of 0.25 and a beta of 1.93. The stock has a 50 day moving average of $12.93 and a 200-day moving average of $13.37.

Ford Motor Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Tuesday, November 10th will be issued a dividend of $0.15 per share. The ex-dividend date is Tuesday, November 10th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 4.9%. Ford Motor’s payout ratio is -32.09%.

Analyst Ratings Changes

Several analysts have commented on the stock. Dbs Bank raised shares of Ford Motor from a “hold” rating to a “moderate buy” rating in a research report on Tuesday, August 11th. JPMorgan Chase & Co. cut their price target on shares of Ford Motor from $17.00 to $16.00 and set an “overweight” rating on the stock in a report on Monday, October 12th. Barclays raised their price target on shares of Ford Motor from $13.00 to $14.00 and gave the company an “equal weight” rating in a report on Thursday, July 9th. DZ Bank raised shares of Ford Motor from a “sell” rating to a “hold” rating and set a $16.00 price objective for the company in a research note on Friday, July 31st. Finally, Citigroup upgraded shares of Ford Motor from a “neutral” rating to a “buy” rating and upped their price objective for the stock from $19.00 to $20.00 in a report on Wednesday, July 29th. Seven research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Ford Motor presently has an average rating of “Hold” and a consensus price target of $15.02.

Ford Motor News Roundup

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

• Positive Sentiment: Q3 earnings beat expectations: Ford reported adjusted earnings of $0.49 per share, above the $0.41 analyst consensus and up from $0.45 a year earlier. Results were supported by cost reductions, a favorable product mix and stronger performance at Ford Credit. Ford Motor Stock Jumps 2% After Earnings Beat
• Positive Sentiment: Profit outlook improved: Management raised the low end of its 2026 adjusted EBIT guidance to $10.5 billion from $10 billion, signaling confidence in cost-cutting efforts and higher-margin businesses despite rising commodity and operating costs. Ford beats third-quarter profit estimates, raises low end of annual outlook
• Positive Sentiment: Future growth initiatives: Ford is advancing a planned sub-$30,000 Fathom electric pickup, battery storage and subscription-based digital services. Executed contracts and late-stage negotiations reportedly cover 80% of Ford Energy’s 2028 capacity, supporting its longer-term strategy. Ford Q3 Earnings: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Dividend maintained: Ford declared a quarterly dividend of $0.15 per share, payable December 1 to shareholders of record November 10. The $0.60 annualized payout represents an indicated yield of approximately 4.9% based on the referenced share price. Ford Reports Third-Quarter 2026 Financial Results
• Negative Sentiment: Underlying operating pressure remains: Revenue fell 2% year over year to $49.53 billion, while weaker sales across gasoline and hybrid models and continued losses in Ford’s EV division pressured profit and margins. Rising costs also remain a concern. Ford Says Weak Vehicle Sales Drive Down Profit, Revenue
• Negative Sentiment: Analyst targets were reduced: Royal Bank of Canada, BNP Paribas Exane, Morgan Stanley and Goldman Sachs all lowered their price targets, maintaining sector-perform, neutral or equal-weight ratings. A separate comparison also suggested Tesla currently has stronger demand, margin and EV positioning. Tesla vs. Ford: Which Stock Has an Edge After Q3 Earnings?

Ford Motor Company Profile

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.