Ford Q2 Earnings Preview: Analysts Expect Revenue Decline, EPS Down 30% YoY

Ford Motor is set to report Q2 earnings on July 30, with Wall Street projecting EPS of $0.33, down 30% YoY, and revenue of $45.79 billion, a 4% decline. Analysts attribute the expected decline to weaker vehicle pricing, higher incentive spending, and continued losses in the EV segment. Despite this, Ford has a strong track record of exceeding EPS estimates, and analysts remain bullish on the stock. Bank of America Securities has reiterated a Buy rating with a price target of $14 per share. Options traders anticipate a 6.12% move after the earnings report.

Ford Motor (NYSE: F) is set to release its second-quarter 2025 earnings report on July 30, after market close. Wall Street analysts expect the company to report earnings per share (EPS) of $0.33, a 30% year-over-year (YoY) decline, and revenue of $45.79 billion, a 4% decrease [1]. The expected decline in EPS and revenue is attributed to weaker vehicle pricing, higher incentive spending, and continued losses in the electric vehicle (EV) segment [2].

Despite these challenges, Ford has a strong track record of exceeding EPS estimates. Over the past two years, Ford has only missed Wall Street’s revenue estimates once, exceeding top-line expectations by an average of 3.1% [1]. Additionally, Ford's peers in the automobile manufacturing segment have shown mixed results. Winnebago's revenues decreased by 1.4% YoY, missing analysts’ expectations by 0.8%, while General Motors reported a revenue decline of 1.8%, topping estimates by 1.3% [1].

Analysts remain bullish on Ford's stock, with Bank of America Securities reiterating a Buy rating and setting a price target of $14 per share [3]. Options traders anticipate a 6.12% move after the earnings report, reflecting a mix of positive and negative sentiment [4].

Investors should closely monitor Ford's earnings report for updates on its financial performance and strategic initiatives. The company's ability to navigate the challenges in the automotive industry, particularly in the EV segment, will be a key focus.

References:
[1] https://finance.yahoo.com/news/expect-ford-f-q2-earnings-031559934.html
[2] https://www.tradingview.com/news/stockstory:6c7d6ba7e094b:0-what-to-expect-from-ford-s-f-q2-earnings/
[3] https://www.quiverquant.com/news/FORD+MOTOR+Earnings+Preview%3A+Recent+%24F+Insider+Trading%2C+Hedge+Fund+Activity%2C+and+More
[4] https://www.nasdaq.com/articles/ford-q2-earnings-preview-should-you-buy-stock-now-or-wait