Ford Motor (NYSE:F) Releases Quarterly Earnings Results, Beats Estimates By $0.09 EPS

Ford Motor (NYSE:F) issued its quarterly earnings results on Tuesday. The auto manufacturer reported $0.42 earnings per share for the quarter, topping the consensus estimate of $0.33 by $0.09, FiscalAI reports. Ford Motor had a negative net margin of 3.22% and a positive return on equity of 15.77%. The business had revenue of $48.30 billion for the quarter, compared to analysts’ expectations of $47.24 billion. During the same quarter last year, the company posted $0.37 EPS. The company’s revenue was down 3.8% compared to the same quarter last year.

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

• Ford raised its 2026 outlook, increasing adjusted EBIT guidance to $10 billion–$11 billion and free cash flow guidance to $6 billion–$7 billion. The improvement is attributed primarily to stronger pricing and product mix.
• Ford Blue benefited from favorable mix and pricing, with EBIT up 72% to $1.1 billion despite an 8% decline in wholesales. Demand remained strong for F-Series trucks, Bronco, off-road models, hybrids, and higher-margin trims.
• Ford Pro’s EBIT fell 26% to $1.7 billion because of the Novelis aluminum disruption, but the company expects Super Duty capacity and postponed fleet orders to support a second-half recovery. Novelis-related costs are now expected to total about $1.5 billion in 2026.
• Software and services continued to expand, with paid subscriptions up roughly 50% to 1.6 million and Ford Pro Intelligence subscriptions exceeding 900,000. Management said these higher-margin offerings, including BlueCruise and parts services, could eventually contribute about half a percentage point to company margins.
• Model e still reported a $919 million EBIT loss, although the loss improved 31% year over year. Ford expects about $4 billion of Model e losses for 2026 while investing approximately $1 billion in its Universal EV platform and Ford Energy, with profitability dependent on future cost reductions and product launches.

Ford Motor Trading Up 7.2%

Shares of NYSE:F traded up $1.07 during trading hours on Wednesday, hitting $16.03. 20,846,019 shares of the company’s stock traded hands, compared to its average volume of 60,592,113. The firm has a market capitalization of $63.87 billion, a P/E ratio of -10.35, a price-to-earnings-growth ratio of 0.35 and a beta of 1.82. The business has a fifty day moving average price of $14.49 and a 200-day moving average price of $13.45. Ford Motor has a 1 year low of $10.68 and a 1 year high of $17.78. The company has a debt-to-equity ratio of 2.84, a current ratio of 1.09 and a quick ratio of 0.94.

Ford Motor Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th will be paid a dividend of $0.15 per share. The ex-dividend date of this dividend is Tuesday, August 11th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 3.7%. Ford Motor’s payout ratio is currently -38.71%.

Institutional Investors Weigh In On Ford Motor

Several large investors have recently added to or reduced their stakes in F. Parkside Financial Bank & Trust boosted its holdings in shares of Ford Motor by 7.4% in the fourth quarter. Parkside Financial Bank & Trust now owns 10,999 shares of the auto manufacturer’s stock valued at $144,000 after purchasing an additional 756 shares during the period. L2 Asset Management LLC raised its position in Ford Motor by 4.7% during the 3rd quarter. L2 Asset Management LLC now owns 18,317 shares of the auto manufacturer’s stock valued at $219,000 after purchasing an additional 827 shares in the last quarter. Johnson Financial Group Inc. grew its position in shares of Ford Motor by 55.4% during the 3rd quarter. Johnson Financial Group Inc. now owns 2,348 shares of the auto manufacturer’s stock worth $28,000 after buying an additional 837 shares in the last quarter. Nicolet Advisory Services LLC increased its stake in shares of Ford Motor by 5.9% during the fourth quarter. Nicolet Advisory Services LLC now owns 16,100 shares of the auto manufacturer’s stock valued at $226,000 after buying an additional 899 shares during the period. Finally, Safeguard Investment Advisory Group LLC increased its position in Ford Motor by 6.6% during the 4th quarter. Safeguard Investment Advisory Group LLC now owns 15,224 shares of the auto manufacturer’s stock valued at $200,000 after purchasing an additional 936 shares during the period. 58.74% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

F has been the topic of several analyst reports. BNP Paribas Exane lifted their target price on Ford Motor from $13.00 to $14.00 and gave the company a “neutral” rating in a research report on Tuesday, July 14th. Jefferies Financial Group upgraded Ford Motor from a “hold” rating to a “buy” rating and upped their price target for the stock from $14.50 to $17.50 in a research report on Monday. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $13.00 price objective on shares of Ford Motor in a research report on Friday, May 15th. Bank of America upped their price target on shares of Ford Motor from $17.00 to $20.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Finally, Morgan Stanley reissued an “equal weight” rating and set a $14.00 price target on shares of Ford Motor in a report on Wednesday, May 13th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $15.22.

Ford Motor News Summary

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

• Positive Sentiment: Ford reported adjusted earnings of $0.42 per share, ahead of the $0.33 consensus and $0.37 a year earlier. Adjusted EBIT increased by approximately $400 million year over year to $2.5 billion, helped by stronger performance in core operations and high-margin off-road vehicles. Ford Motor Company Beats Q2 Earnings Estimates
• Positive Sentiment: The automaker raised its full-year adjusted EBIT guidance to $10 billion-$11 billion, citing stronger pricing, a resilient consumer and improvements in its core business. Ford expects U.S. vehicle prices to rise about 0.5%, supporting margins and earnings visibility. Ford Lifts Annual Guidance
• Positive Sentiment: Citigroup upgraded F from “neutral” to “buy” with a $20 price target, while Jefferies also raised the stock to “buy” and set a $17.50 target. The analysts cited improving earnings prospects, stronger cash generation and operational progress.
• Positive Sentiment: Ford declared a regular quarterly dividend of $0.15 per share, payable September 1 to shareholders of record August 11. The indicated yield is approximately 4%, which may support income-oriented demand.
• Negative Sentiment: The quarter was mixed: revenue fell 3.8% year over year to $48.3 billion, and Ford posted a reported net loss of approximately $1.3 billion. Investors are therefore relying on adjusted results and the improved outlook rather than headline profitability. Why Ford Stock Is Surging Despite a Loss

About Ford Motor

Ford Motor Company (NYSE: F) is an American multinational automaker headquartered in Dearborn, Michigan. Founded by Henry Ford in 1903, the company became an early pioneer of mass-production techniques with the Model T and the adoption of the moving assembly line. Today, Ford designs, manufactures, markets and services a broad range of vehicles and mobility solutions under the Ford and Lincoln brands, spanning passenger cars, SUVs, pickup trucks and commercial vehicles.

Ford’s business activities extend beyond vehicle production to include parts and aftermarket services, fleet and commercial sales, and automotive financing through Ford Motor Credit Company.