Ford Motor Company (F) Q3 Earnings and Revenues Beat Estimates

Core Insights - Ford Motor Company reported quarterly earnings of $0.45 per share, exceeding the Zacks Consensus Estimate of $0.38 per share, but down from $0.49 per share a year ago, representing an earnings surprise of +18.42% [1] - The company achieved revenues of $47.19 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 10.61% and increasing from $43.07 billion year-over-year [2] - Ford's stock has increased by approximately 25.6% since the beginning of the year, outperforming the S&P 500's gain of 13.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.25 on revenues of $41.48 billion, and for the current fiscal year, it is $1.14 on revenues of $168.5 billion [7] - The estimate revisions trend for Ford Motor was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Automotive - Domestic industry is currently ranked in the bottom 40% of over 250 Zacks industries, suggesting that the outlook for the industry can significantly impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]