Ford Motor is expected to announce third-quarter earnings, with Wall Street anticipating an average of 36 cents adjusted earnings per share and $43.08 billion in automotive revenue, marking a 26% drop in adjusted earnings from the previous year. Analysts predict a beat in earnings but potential disappointment in guidance due to various issues, including tariffs and supply chain constraints.
General Motors recently reduced its expected impact of tariffs for the year, while Ford previously increased its expected tariff impact and adjusted earnings before interest and taxes range for 2025. Ford’s guidance includes adjusted earnings before interest and taxes of $6.5 billion to $7.5 billion, lower than the pre-tariff range, with adjusted free cash flow estimated to be $3.5 billion to $4.5 billion. Capital spending is expected to be around $9 billion.

Read more at CNBC: Ford Motor (F) earnings Q3 2025