Ford Motor Company (F) reported $39.82 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 6.4%. EPS of $0.66 for the same period compares to $0.14 a year ago.
The reported revenue represents a surprise of +1.21% over the Zacks Consensus Estimate of $39.34 billion. With the consensus EPS estimate being $0.20, the EPS surprise was +232.33%.
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: 934 thousand versus the three-analyst average estimate of 995.89 thousand. Wholesale Units - Ford Pro: 316 thousand compared to the 337.85 thousand average estimate based on two analysts. Wholesale Units - Ford Blue: 584 thousand versus 576.56 thousand estimated by two analysts on average. Wholesale Units - Ford Model e: 34 thousand compared to the 39.79 thousand average estimate based on two analysts. Revenues- Company excluding Ford Credit: $39.82 billion compared to the $38.96 billion average estimate based on three analysts. Revenues- Ford Pro: $14.7 billion versus the three-analyst average estimate of $15.02 billion. The reported number represents a year-over-year change of -3.2%. Revenues- Ford Credit: $3.43 billion versus $3.39 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.1% change. Revenues- External Revenues- Ford Blue: $23.9 billion versus the two-analyst average estimate of $20.79 billion. The reported number represents a year-over-year change of +13.8%. Revenues- External Revenues- Ford Model e: $1.2 billion versus the two-analyst average estimate of $1.53 billion. The reported number represents a year-over-year change of -3.4%. Adjusted EBIT- Ford Pro: $1.69 billion versus the three-analyst average estimate of $1.15 billion. Adjusted EBIT- Ford Credit: $783 million versus $541.61 million estimated by three analysts on average. Adjusted EBIT- Ford Blue: $1.94 billion versus the two-analyst average estimate of $556.78 million.View all Key Company Metrics for Ford Motor here>>>
Shares of Ford Motor have returned +7.5% over the past month versus the Zacks S&P 500 composite's +12.2% 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.7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.9% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Ford Motor Company (F): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).