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Ford Motor (F) earnings Q3 2026
CNBC • • business
Key Points:
- Ford Motor is scheduled to announce its third-quarter earnings after market close on Wednesday, with analysts expecting adjusted earnings per share of 40 cents and automotive revenue of $46.24 billion.
- These estimates reflect a 2% decline in revenue and an 11% decrease in adjusted earnings per share compared to the same quarter last year, when Ford reported $47.19 billion in revenue and 45 cents in adjusted EPS.
- Investor focus is on the F-Series pickup trucks, especially the F-150, which faced production disruptions due to supplier issues in September, reducing output from over 57,500 units in August to under 43,000 units.
- Ford has indicated the recent F-150 production issues are manageable within its existing 2026 earnings guidance, though analysts have mixed views on the impact this disruption will have on third-quarter results.
- Analysts are also closely monitoring any changes in Ford's warranty costs, which could influence the company's financial outlook.
