Ford Motor (F) Stock: What Wall Street Expects from Earnings Today

NewsTue, 28 Jul 2026 16:14:00 UTC1 hour ago
Ford Motor (F) Stock: What Wall Street Expects from Earnings Today

TLDR

  • Ford reports Q2 2026 earnings after the bell Tuesday, with analysts expecting EPS of $0.35–$0.36 and automotive revenue around $45.86–$47.35 billion
  • Both figures would represent year-over-year declines — revenue down roughly 2–5%, EPS down slightly vs. 2025
  • Jefferies upgraded Ford to Buy from Hold yesterday, setting a $17.50 price target; stock trades around $14.88
  • Investors are watching whether management raises full-year guidance, with adjusted EBIT currently forecast at $8.5B–$10.5B
  • The Novelis aluminum supplier restarted production last month, which should help normalize F-150 output

Ford Motor reports second-quarter results after the closing bell Tuesday, and for once, the bar isn’t set particularly high — which might actually be the point.



Ford Motor Company, F

Wall Street expects adjusted EPS of around $0.35–$0.36 and automotive revenue of roughly $45.86 billion. Both would represent year-over-year declines from Q2 2025, when Ford posted $46.94 billion in automotive revenue and $2.14 billion in adjusted EBIT.

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