The headline numbers for Ford Motor (F) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Ford Motor Company (NYSE:F) topped third-quarter earnings expectations as revenue surged, but its electric vehicle division continued to bleed money, prompting a cut to full-year guidance. Adjusted EPS came in at $0.45 versus the $0.36 estimate, while revenue rose 9% to $50.5 billion, above analyst forecasts of $43.1 billion.
Ford Motor is set to report first-quarter results after markets close Thursday. Wall Street analysts expect adjusted earnings per share of 36 cents and automotive revenue of $42.87 billion.
Summary: So far this year, Ford Motor Company has faced over 100 recalls, a figure equal to roughly four years of its annual production output.
Ford sold a record number of hybrid vehicles in the third quarter. Still, it will have a high bar to clear after GM boosted profit expectations for the year.
General Motors Co. (NYSE: GM) releases quarterly earnings before Ford Motor Co.
Ford is recalling 1,448,655 vehicles in the U.S. due to a rearview camera issue, potentially resulting in a distorted, intermittent, or blank image when the vehicle is in reverse, the U.S. National Highway Traffic Safety Administration said on Wednesday.
Ford Motor (NYSE:F) is scheduled to announce its Q3 2025 earnings on Thursday, October 23, 2025. Consensus estimates project earnings to be around $0.35 per share, a decrease from $0.49 per share in the same period last year, while revenues are expected to slightly increase to approximately $43.42 billion.
The auto industry faced a slew of challenges at the beginning of the year from tariffs to inflation and supply chain concerns. Auto executives, insiders and analysts told CNBC that the industry has been resilient and things aren't as bad as they once feared, but there are growing concerns about the state of the consumer and suppliers.
2025 hasn't exactly been kind to the automotive industry as automakers grapple with sluggish electric vehicle (EV) sales (and hefty losses associated with them currently), a reduction in emissions standards, and the implementation of tariffs on imported vehicles and auto parts, among other unfavorable developments.
Kelly Blue Book reports Ford Motor Company issued the most safety recalls among automakers in 2025 with over 103 alerts, surpassing previous records.
For income investors with a smaller amount of new money to put to work, going for some of the lower-priced stocks could make a lot of sense, especially if one's brokerage doesn't allow for the purchase of partial shares.