With a market cap of $47.4 billion, Ford Motor Company (F) designs, manufactures, markets, and services a wide range of Ford and Lincoln vehicles, including trucks, SUVs, cars, and electric vehicles. The company operates through segments such as Automotive, Mobility, and Ford Credit, offering vehicle financing, leasing, and innovative mobility solutions worldwide.

The Dearborn, Michigan-based company is expected to announce its Q3 2025 results soon. Ahead of this event, analysts expect Ford Motor to report an adjusted EPS of $0.38, down 22.5% from $0.49 in the year-ago quarter. It has exceeded or met Wall Street's earnings estimates in three of the last four quarters.

For fiscal 2025, analysts expect Ford Motor to report an adjusted EPS of $1.16, a nearly 37% decrease from $1.84 in fiscal 2024. However, adjusted EPS is anticipated to grow 10.3% year-over-year to $1.28 in fiscal 2026.

Shares of Ford Motor have returned 12.7% over the past 52 weeks, underperforming both the S&P 500 Index's ($SPX) 17.4% gain and the Consumer Discretionary Select Sector SPDR Fund's (XLY) 19.9% increase over the period. 

Shares of Ford Motor rose 1.8% following its Q2 2025 results on Jul. 30. Adjusted EPS of $0.37 beat the consensus estimates, and total revenues of $50.18 billion exceeded expectations and grew 5% year-over-year. Stronger-than-anticipated results in the Ford Blue, Model e, Pro, and Ford Credit segments - with automotive revenues at $46.94 billion and Ford Credit pretax earnings surging 88% to $645 million, boosted investor confidence despite a lowered full-year outlook.

Analysts' consensus view on F stock is cautious, with an overall "Hold" rating. Among 25 analysts covering the stock, three recommend "Strong Buy," 17 suggest "Hold," one indicates “Moderate Sell,” and four advise "Strong Sell." As of writing, the stock is trading above the average analyst price target of $10.83.