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Ford Motor (F) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended September 2025, Ford Motor Company (F - Free Report) reported revenue of $47.19 billion, up 9.6% over the same period last year. EPS came in at $0.45, compared to $0.49 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $42.66 billion, representing a surprise of +10.61%. The company delivered an EPS surprise of +18.42%, with the consensus EPS estimate being $0.38.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Ford Motor performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Wholesale Units - Ford Blue: 733 thousand compared to the 620.88 thousand average estimate based on three analysts.
  • Wholesale Units - Ford Pro: 373 thousand compared to the 367.04 thousand average estimate based on three analysts.
  • Wholesale Units - Ford Model e: 50 thousand versus the three-analyst average estimate of 57.14 thousand.
  • Revenues- Company excluding Ford Credit: $47.19 billion compared to the $41.75 billion average estimate based on four analysts. The reported number represents a change of +9.6% year over year.
  • Revenues- Ford Credit: $3.35 billion compared to the $3.26 billion average estimate based on three analysts. The reported number represents a change of +7.1% year over year.
  • Adjusted EBIT- Ford Credit: $631 million versus the four-analyst average estimate of $595.47 million.
  • Adjusted EBIT- Ford Blue: $1.54 billion versus $1.14 billion estimated by three analysts on average.
  • Adjusted EBIT- Ford Pro: $1.99 billion versus the three-analyst average estimate of $2 billion.
  • Adjusted EBIT- Corporate Other: $-160 million versus $-125.5 million estimated by three analysts on average.
  • Adjusted EBIT- Ford Model e: $-1.41 billion compared to the $-1.34 billion average estimate based on three analysts.

View all Key Company Metrics for Ford Motor here>>>

Shares of Ford Motor have returned +6.9% over the past month versus the Zacks S&P 500 composite's +0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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