Ford Motor (F) Reports Q2 Earnings: What Key Metrics Have to Say

Ford Motor (F) Reports Q2 Earnings: What Key Metrics Have to Say

For the quarter ended June 2026, Ford Motor Company (F) reported revenue of $44.89 billion, down 4.4% over the same period last year. EPS came in at $0.42, compared to $0.37 in the year-ago quarter.

The reported revenue represents a surprise of -1.81% over the Zacks Consensus Estimate of $45.72 billion. With the consensus EPS estimate being $0.33, the EPS surprise was +27.27%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Ford Motor performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Wholesale Units- Total: 1.04 million versus the three-analyst average estimate of 1.14 million. Wholesale Units - Ford Pro: 372 thousand versus the two-analyst average estimate of 421.07 thousand. Wholesale Units - Ford Blue: 639 thousand versus the two-analyst average estimate of 669.7 thousand. Wholesale Units - Ford Model e: 28 thousand versus the two-analyst average estimate of 43.69 thousand. Revenues- Company excluding Ford Credit: $44.89 billion versus the three-analyst average estimate of $45.64 billion. Revenues- Ford Pro: $17.8 billion versus the three-analyst average estimate of $18.41 billion. The reported number represents a year-over-year change of -5.3%. Revenues- Ford Credit: $3.41 billion compared to the $3.37 billion average estimate based on two analysts. The reported number represents a change of +5.1% year over year. Revenues- External Revenues- Ford Blue: $26.1 billion versus the two-analyst average estimate of $25.71 billion. The reported number represents a year-over-year change of +1.2%. Revenues- External Revenues- Ford Model e: $1 billion compared to the $1.62 billion average estimate based on two analysts. The reported number represents a change of -57.6% year over year. Adjusted EBIT- Ford Pro: $1.72 billion compared to the $1.68 billion average estimate based on three analysts. Adjusted EBIT- Ford Credit: $757 million versus $546.08 million estimated by three analysts on average. Adjusted EBIT- Ford Blue: $1.14 billion versus $1.24 billion estimated by two analysts on average.

View all Key Company Metrics for Ford Motor here>>>

Shares of Ford Motor have returned +4.7% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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