Ford to Announce Earnings Post-Market; Wall Street Predictions Inside

• Wall Street expects automotive revenue of $41.83 billion, representing a 6.8% year-over-year decline, with adjusted earnings per share falling more than 50%
• Fourth-quarter results will include special charges for postretirement benefit adjustments and restructuring costs from business priority changes and reduced EV investments
• Investors will focus on Ford's 2026 forecast and production updates for F-Series pickup trucks following a supplier fire that has impacted operations

Ford Motor Q4 Earnings Preview: Wall Street Braces for Significant Decline

Key Expectations:

Ford Motor is scheduled to report fourth-quarter and full-year 2025 results after Tuesday's market close, with an earnings call at 5 p.m. ET. Wall Street analysts project automotive revenue of $41.83 billion, representing a 6.8% year-over-year decline and an expected drop of more than 50% in adjusted earnings per share.

Performance Context:

Ford's Q4 2024 results included $44.9 billion in automotive revenue and net income of $1.8 billion (45 cents per share), setting a challenging comparison baseline.

One-Time Charges:

The Q4 2025 results will include significant special items, including adjustments to postretirement benefits and charges related to business restructuring and a pullback in all-electric vehicle investments. These charges will be excluded from adjusted earnings figures.

Key Watch Points:

Investors will focus on several critical areas beyond the quarterly numbers:

• Ford's 2026 business outlook and forecast
• Updates on business strategy and priorities
• Production status of F-Series pickup trucks, which have been impacted by a supplier fire disrupting operations

Market Implications:

The anticipated decline in both revenue and earnings signals ongoing challenges in Ford's transition period, particularly as the automaker adjusts its EV investment strategy. The F-Series production disruption adds additional concern, as these trucks are crucial profit generators for Ford. The magnitude of the expected earnings decline suggests substantial operational headwinds facing the automaker as it navigates industry transformation and restructuring efforts.