US · Consumer Cyclical · Auto Manufacturers
EPS came in at 0.49 against a street estimate of 0.39 — a beat of 25.6%.
Analysts rate Ford Motor Company a buy (8 buy, 12 hold, 0 sell out of 20) with an average price target of $15.14.
CONFIDENT Ford raised the low end of 2026 EBIT guidance, delivered strong Q3 cash flow, and expects 2027 profitability roughly in line despite major investment and cost pressures. Q3 FY26 Ford cited strong U.S. truck and SUV performance, European partnerships to improve passenger-car profitability, and an affordable international midsize pickup planned for next year. Analysts focused on controllable offsets for 2027, Fathom launch risks, Model e investment and profitability timing. Management emphasized mix, cost discipline, supplier readiness and a 2028-2029 earnings ramp. 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.38% |
| Vanguard Capital Management, LLC | 6.40% |
| State Street Corp | 4.86% |
| Vanguard Portfolio Management, LLC | 4.55% |
| Charles Schwab Investment Management Inc | 3.43% |
| Newport Trust Co. | 3.28% |
| Geode Capital Management, LLC | 3.03% |
| Bank of America Corp | 1.81% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 total revenue was $49,526 million, down from $50,534 million in third-quarter 2025. • First-nine-month 2026 re | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $49.5 billion, down 2% year over year. • Net income was $2.0 billion, versus $2.4 billion a year e | 2026-10-28 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Ford maintained its full-year 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion. • A short-term supplier issue affect | 2026-10-02 |
| Quarterly report · Q2 2026 FORD MOTOR COMPANY - Q2 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Q2 2026 Net Loss: $1,327 million (compared to $36 million loss in Q2 20 | 2026-07-29 |
| Results announced · Q3 2026 FORD MOTOR COMPANY Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $48.3 billion, down $1.9 billion year-over-year (-4%) • Q2 | 2026-07-28 |
| Company announcement · Q3 2026 FORD MOTOR COMPANY - FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: July 2, 2026 • Subject: Second quarter 2026 U.S. sales announcement • No speci | 2026-07-02 |
| Material agreement · Q2 2026 FORD MOTOR COMPANY - FORM 8-K SUMMARY Filing Date: May 21, 2026 --- HEADLINE NUMBERS • Ford assumed a $3,805,040,000 U.S. Department of Energy (DOE | 2026-05-21 |
| Shareholder vote results · Q2 2026 FORD MOTOR COMPANY - 8-K SUMMARY HEADLINE NUMBERS • Annual Shareholder Meeting held May 14, 2026 • Total votes cast across proposals: approximately | 2026-05-19 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.15 / share ex-date Nov 10, 2026 · pay Dec 1, 2026 | 2026-11-10 |
| Dividend | $0.15 / share ex-date Aug 11, 2026 · pay Sep 1, 2026 | 2026-08-11 |
| Dividend | $0.15 / share ex-date May 12, 2026 · pay Jun 1, 2026 | 2026-05-12 |
| Dividend | $0.15 / share ex-date Feb 13, 2026 · pay Mar 2, 2026 | 2026-02-13 |
| Dividend | $0.15 / share ex-date Nov 7, 2025 · pay Dec 1, 2025 | 2025-11-07 |
| Announcement | Date |
|---|---|
| EV battery plant construction financing secured and ownership restructured Ford completed a restructuring of its electric vehicle battery manufacturing joint venture on May 20, 2026. Ford exited its partnership with SK On by selling its stake in BlueOval SK (BOSK) | 2026-05-21 |
| Anti-dilutive share repurchase program authorized for 31.7 million shares Ford Motor Company announced a share repurchase program authorizing the buyback of up to 31.7 million shares of common stock. The program is designed to be "anti-dilutive," meaning it offset | 2026-03-13 |
| Joint venture disposition agreement for EV battery plants restructuring Ford Motor Company announced a major retreat from its electric vehicle strategy due to weak market demand, policy changes, and unprofitable EV operations. The company will take $19.5 billion | 2025-12-15 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.