Countdown to Ford Motor (F) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
Ford MotorFord Motor(US:F) ZACKS·2025-01-31 15:21

Core Viewpoint - Ford Motor Company is expected to report quarterly earnings of $0.34 per share, a 17.2% increase year-over-year, with revenues projected at $43.63 billion, reflecting a 0.8% increase compared to the same period last year [1] Earnings Estimates - The consensus EPS estimate has been revised down by 5.4% in the last 30 days, indicating a reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Analysts estimate 'Revenues- Company excluding Ford Credit' to be $43.58 billion, a 0.6% increase year-over-year [5] - 'Revenues- External Revenues- Ford Blue' is expected to be $26.09 billion, indicating a decrease of 0.4% year-over-year [5] - 'Revenues- Ford Credit' is projected to reach $3.27 billion, reflecting a significant increase of 21.2% year-over-year [5] - 'Revenues- Ford Pro' is forecasted at $16.24 billion, a 5.5% increase from the previous year [6] - 'Revenues- External Revenues- Ford Model e' is expected to decline by 23.5% to $1.22 billion [6] Wholesale Units and EBIT Estimates - 'Wholesale Units - Ford Blue' is projected at 746.16 thousand, down from 758 thousand year-over-year [6] - 'Wholesale Units - Ford Pro' is estimated at 356.72 thousand, compared to 361 thousand last year [7] - 'Adjusted EBIT- Ford Blue' is expected to be $1.30 billion, up from $813 million in the same quarter last year [7] - 'Adjusted EBIT- Ford Credit' is projected at $415.93 million, an increase from $280 million year-over-year [8] - The consensus for 'Adjusted EBIT- Ford Pro' stands at $1.71 billion, slightly down from $1.81 billion last year [8] Stock Performance - Over the past month, Ford Motor shares have increased by 5.3%, outperforming the Zacks S&P 500 composite's 2.9% change [9] - Ford holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the upcoming period [9]