Ford Motor (NYSE:F) Issues Earnings Results

Ford Motor (NYSE:F) released its earnings results on Tuesday. The auto manufacturer reported $0.42 EPS for the quarter, topping analysts’ consensus estimates of $0.35 by $0.07, FiscalAI reports. Ford Motor had a negative net margin of 3.22% and a positive return on equity of 15.77%. The company had revenue of $48.30 billion for the quarter, compared to analysts’ expectations of $47.24 billion.

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 Price Performance

Shares of NYSE:F traded up $0.28 during mid-day trading on Tuesday, reaching $14.96. The stock had a trading volume of 74,948,122 shares, compared to its average volume of 60,983,777. The company has a current ratio of 1.09, a quick ratio of 0.94 and a debt-to-equity ratio of 2.84. The company has a market cap of $59.61 billion, a P/E ratio of -9.65, a price-to-earnings-growth ratio of 0.35 and a beta of 1.82. Ford Motor has a 1 year low of $10.68 and a 1 year high of $17.78. The business’s 50 day moving average price is $14.45 and its 200 day moving average price is $13.45.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the stock. Weiss Ratings reissued a “buy (b)” rating on shares of Ford Motor in a research note on Wednesday, June 24th. Morgan Stanley restated an “equal weight” rating and set a $14.00 target price on shares of Ford Motor in a research note on Wednesday, May 13th. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $13.00 target price on shares of Ford Motor in a report on Friday, May 15th. Citigroup increased their price target on Ford Motor from $13.00 to $19.00 and gave the stock a “neutral” rating in a research note on Monday, June 1st. Finally, Wall Street Zen raised Ford Motor from a “hold” rating to a “buy” rating in a report on Saturday, June 13th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Ford Motor has an average rating of “Hold” and an average target price of $15.15.

Institutional Trading of Ford Motor

A number of large investors have recently added to or reduced their stakes in F. Marshall Wace LLP raised its holdings in shares of Ford Motor by 81.1% during the 3rd quarter. Marshall Wace LLP now owns 35,438,722 shares of the auto manufacturer’s stock worth $423,847,000 after acquiring an additional 15,866,285 shares in the last quarter. AQR Capital Management LLC grew its holdings in shares of Ford Motor by 610.1% in the fourth quarter. AQR Capital Management LLC now owns 11,177,304 shares of the auto manufacturer’s stock valued at $146,646,000 after purchasing an additional 9,603,267 shares in the last quarter. Jacobs Levy Equity Management Inc. grew its holdings in shares of Ford Motor by 190.7% in the third quarter. Jacobs Levy Equity Management Inc. now owns 11,006,776 shares of the auto manufacturer’s stock valued at $131,641,000 after purchasing an additional 7,220,686 shares in the last quarter. Charles Schwab Investment Management Inc. increased its position in Ford Motor by 2.8% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 152,017,084 shares of the auto manufacturer’s stock worth $1,994,464,000 after purchasing an additional 4,089,779 shares during the last quarter. Finally, Franklin Resources Inc. increased its position in Ford Motor by 235.5% in the third quarter. Franklin Resources Inc. now owns 4,654,684 shares of the auto manufacturer’s stock worth $55,670,000 after purchasing an additional 3,267,209 shares during the last quarter. Institutional investors own 58.74% of the company’s stock.

Ford Motor News Summary

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

• Positive Sentiment: Ford reported second-quarter adjusted EPS of $0.42, exceeding the $0.35 consensus estimate, while revenue reached $48.30 billion versus expectations of $47.24 billion. Ford second-quarter earnings release
• Positive Sentiment: The automaker raised its full-year adjusted EBIT outlook to $10 billion-$11 billion, citing stronger U.S. pricing, an expected roughly 0.5% increase in auto prices and improvements in its core business. This was Ford’s second guidance increase of the year. Reuters guidance report
• Positive Sentiment: Ford declared a regular quarterly dividend of $0.15 per share, payable September 1, providing continued shareholder income. Ford financial results announcement
• Positive Sentiment: Jefferies upgraded Ford from Hold to Buy and raised its price target from $14.50 to $17.50, citing improving earnings prospects, stronger free-cash-flow generation and progress on operational challenges. Jefferies Ford upgrade
• Neutral Sentiment: Ford is expanding vehicle accessories, customization and special-edition models to increase higher-margin aftermarket revenue, but the strategy is longer-term and its financial impact is not yet clear. Ford customization strategy
• Negative Sentiment: Investors still face risks from softer vehicle volumes, tariffs, recalls and Ford’s negative net margin, which could pressure profitability even as pricing improves.

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.