Ford Motor (F) Stock: What Wall Street Expects from Earnings Today

Ford Motor reports second-quarter results after the closing bell Tuesday, and for once, the bar isn’t set particularly high — which might actually be the point. Wall Street expects adjusted EPS of $0.35–$0.36 and automotive revenue of roughly $45.86–$47.35 billion. Both would mark year-over-year declines from Q2 2025, when Ford posted $46.94 billion in automotive revenue and $2.14 billion in adjusted EBIT. The stock trades at $14.88, up about 1.34% ahead of the print.

Analysts increasingly view Q2 as a cyclical trough rather than structural damage. EPS estimates have risen 3.7% over the past 60 days, signaling quiet confidence. Yesterday, Jefferies upgraded Ford to Buy from Hold, setting a $17.50 price target. Investors will watch whether management raises full-year guidance, with adjusted EBIT now forecast at $8.5B–$10.5B. Meanwhile, Novelis aluminum supplier restarted production last month, which should help normalize F-150 output.