F
Ford Motor·NYSE
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F fundamentals
Ford Motor (F) released its earnings on Feb 10, 2026: revenue was 45.90B (YoY -4.77%), beat estimates; EPS was 0.13 (YoY -66.67%), missed estimates.
Revenue / YoY
45.90B
-4.77%
EPS / YoY
0.13
-66.67%
Report date
Feb 10, 2026
F Earnings Call Summary for Q4,2025
- 2025 Financial Strength: Adjusted EBIT of $6.8B despite $2B headwinds, free cash flow of $3.5B.
- Ford Pro Dominance: 42% U.S. commercial market share, software/services EBIT contribution at 19%.
- EV Strategy Shift: Affordable EVs with universal platform, UEV launch in 2027, Ford Energy investment of $2B in 2026.
- 2026 Outlook: EBIT target of $8B-$10B, free cash flow of $5B-$6B, 8% EBIT margin goal by 2029.
- Risk Management: $1B tariff savings offset by $1B UEV platform and Ford Energy investments, 2026 EBIT recovery from Novelis fires.
EPS
Actual | -0.23 | -0.35 | 0.65 | 0.34 | 0.89 | 0.13 | 0.51 | 0.26 | 0.38 | 0.68 | 0.3 | 0.51 | 0.63 | 0.72 | 0.39 | 0.29 | 0.49 | 0.47 | 0.49 | 0.39 | 0.14 | 0.37 | 0.45 | 0.13 | ||||||||||||||||
Forecast | -0.0822 | -1.1656 | 0.2008 | -0.0652 | 0.3017 | -0.0355 | 0.2692 | 0.4484 | 0.3698 | 0.4525 | 0.2715 | 0.6226 | 0.416 | 0.5428 | 0.4612 | 0.1201 | 0.4273 | 0.6363 | 0.4645 | 0.34 | -0.0033 | 0.3307 | 0.3538 | 0.1793 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -179.81% | +69.97% | +223.71% | +621.47% | +195.00% | +466.20% | +89.45% | -42.02% | +2.76% | +50.28% | +10.50% | -18.09% | +51.44% | +32.65% | -15.44% | +141.47% | +14.67% | -26.14% | +5.49% | +14.71% | +4342.42% | +11.88% | +27.19% | -27.50% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 34.32B | 19.37B | 37.50B | 36.00B | 36.23B | 26.75B | 35.68B | 37.70B | 34.48B | 40.19B | 39.39B | 44.00B | 41.47B | 44.95B | 43.80B | 46.00B | 42.78B | 47.81B | 46.20B | 48.20B | 40.66B | 50.18B | 50.53B | 45.90B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 34.69B | 19.35B | 35.72B | 36.77B | 36.13B | 24.72B | 38.21B | 41.23B | 34.53B | 36.57B | 37.77B | 41.39B | 39.25B | 43.17B | 43.63B | 42.79B | 42.76B | 47.29B | 45.05B | 47.22B | 38.13B | 45.79B | 47.05B | 43.60B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -1.06% | +0.08% | +4.97% | -2.10% | +0.27% | +8.24% | -6.62% | -8.56% | -0.16% | +9.90% | +4.30% | +6.30% | +5.67% | +4.14% | +0.38% | +7.50% | +0.04% | +1.09% | +2.53% | +2.08% | +6.64% | +9.60% | +7.41% | +5.28% |
Earnings Call
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What were the key takeaways from Ford Motor’s earnings call?What were the key takeaways from Ford Motor's earnings call?What is the revenue and EPS growth rate for Ford Motor year over year?What is Ford Motor's latest dividend and current dividend yield?What factors drove the changes in Ford Motor's revenue and profit?Did Ford Motor beat or miss consensus estimates last quarter?What guidance did Ford Motor's management provide for the next earnings period?What is the market's earnings forecast for Ford Motor next quarter?
