Ford is set to release its fourth-quarter 2025 results, with an estimated EPS of 17 cents and automotive revenues of $41.2 billion. Earnings estimate has increased by 10 cents in the past 30 days, but the bottom line shows a 56% decline year-over-year.

For full-year 2025, Ford’s automotive revenues are estimated at $173 billion, with an EPS of $1.31, reflecting a 39% year-over-year decrease. However, 2026 EPS is expected to grow by 35.2% compared to projected 2025 levels.

Despite a decline in EV sales due to the withdrawal of the federal tax credit, Ford expects a $19.5 billion restructuring charge in the fourth quarter, with a $1.4 billion loss for its Model-e unit. The company anticipates a $600 million pre-tax charge related to pension and postretirement benefits.

Ford’s strong sales of trucks and Mustang cars boosted overall volumes by 2.7% in the fourth quarter, with a 0.9% market share increase driven by hybrid demand. The Ford Pro unit’s software subscriptions are rising, with estimated revenues of $15 billion and an EBIT of $1.4 billion.

With Ford’s proactive approach to EV strategy and strong fundamentals, the stock is considered undervalued and worth buying. The company’s focus on hybrids, gas-powered vehicles, and affordable EVs, along with growth in the Ford Pro unit, positions it for long-term success in a challenging auto market.

A semiconductor company, specializing in products for AI, ML, and IoT, is poised for growth in the expanding market. With global semiconductor manufacturing projected to reach $971 billion by 2028, this company is well-positioned to capitalize on the increasing demand for advanced technologies.

Read more at Nasdaq: Ford Q4 Earnings Ahead: Is F Stock a Buy Before Results?