Ford is set to release third-quarter 2025 results on Oct. 23, with an estimated EPS of 38 cents and automotive revenues of $42.26 billion, showing a 22.5% decline from the previous year. For 2025, revenue estimates show a 2.5% decline year over year, with an EPS contraction of 36.4%.

In the third quarter of 2025, Ford sold 545,522 vehicles in the U.S., up 8.2% from last year, with strong demand for pickups and electric vehicles. The Mustang Mach-E and F-150 Lightning saw record sales, contributing to a 30% growth in total EV sales. Tesla and GM also recorded high EV sales numbers.

Ford’s Q3 estimates for key segments show a decrease in revenue for ICE and hybrid models, an increase for electric vehicles, and growth in commercial vehicles and services. The company faced high recall costs during the quarter, affecting margins and profitability.

Despite challenges, Ford’s stock has risen over 17% year to date, outperforming industry peers like Tesla and GM. Trading at a relatively cheaper valuation and with a Value Score of A, Ford remains an attractive investment option in the U.S. auto market.

Ford’s upcoming earnings report will provide insights into the impact of tariffs and supply chain disruptions on the company. While existing investors can hold for the long term, potential investors should wait for further developments before considering buying the stock.

Read more at Nasdaq: Ford Q3 Earnings Loom: How Should You Play F Stock Ahead of Results?