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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 2026, Ford Motor Company (F - Free Report) reported revenue of $46.08 billion, down 2.3% over the same period last year. EPS came in at $0.49, compared to $0.45 in the year-ago quarter.

The reported revenue represents a surprise of +0.9% over the Zacks Consensus Estimate of $45.67 billion. With the consensus EPS estimate being $0.39, the EPS surprise was +25.64%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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 - Total: 1.05 million compared to the 1.1 million average estimate based on three analysts.
  • Wholesale Units - Ford Pro: 358 thousand versus 381.79 thousand estimated by two analysts on average.
  • Wholesale Units - Ford Blue: 657 thousand compared to the 679.71 thousand average estimate based on two analysts.
  • Wholesale Units - Ford Model e: 34 thousand versus 35.21 thousand estimated by two analysts on average.
  • Revenues- Company excluding Ford Credit: $46.08 billion versus the three-analyst average estimate of $45.15 billion.
  • Revenues- Ford Credit: $3.44 billion compared to the $3.35 billion average estimate based on two analysts. The reported number represents a change of +2.8% year over year.
  • Adjusted EBIT- Ford Pro: $1.67 billion versus the three-analyst average estimate of $1.81 billion.
  • Adjusted EBIT- Ford Credit: $803 million versus $592.37 million estimated by three analysts on average.
  • Adjusted EBIT- Ford Blue: $1.39 billion compared to the $1.28 billion average estimate based on two analysts.
  • Adjusted EBIT- Corporate Other: $-144 million compared to the $-155 million average estimate based on two analysts.
  • Adjusted EBIT- Ford Model e: $-1.06 billion compared to the $-1.23 billion average estimate based on two analysts.

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

Shares of Ford Motor have returned -4.8% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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