Ford Motor(US:F) ZACKS·2026-02-11 00:31Core Insights - Ford Motor Company reported a revenue of $42.5 billion for the quarter ended December 2025, reflecting a decrease of 5.4% year-over-year, while EPS was $0.13, down from $0.39 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $41.16 billion by 3.27%, but the EPS fell short of the consensus estimate of $0.17 by 22.2% [1] Financial Performance Metrics - Wholesale Units for Ford Blue were 712 thousand, surpassing the average estimate of 636.9 thousand; Ford Pro reported 334 thousand, slightly below the estimate of 345.33 thousand; and Ford Model e had 37 thousand, below the estimate of 40.16 thousand [4] - Revenues excluding Ford Credit were $42.45 billion, exceeding the four-analyst average estimate of $40.54 billion, but represented a year-over-year decline of 5.5% [4] - Ford Credit revenues were $3.4 billion, slightly below the average estimate of $3.44 billion, showing a year-over-year increase of 4.2% [4] - External revenues for Ford Blue were $26.2 billion, exceeding the two-analyst average estimate of $23.57 billion, but down 3.9% year-over-year; Ford Pro revenues were $14.9 billion, below the estimate of $15.04 billion, reflecting an 8.3% decline; and Ford Model e revenues were $1.3 billion, above the estimate of $1.22 billion, down 8.1% year-over-year [4] - Adjusted EBIT for Ford Credit was $701 million, exceeding the average estimate of $573.75 million; Ford Blue's adjusted EBIT was $727 million, below the estimate of $779.3 million; Ford Pro's adjusted EBIT was $1.23 billion, below the estimate of $1.43 billion; and Corporate Other reported an adjusted EBIT of -$406 million, better than the estimate of -$540.48 million [4] Stock Performance - Ford Motor's shares have returned -3.1% over the past month, while the Zacks S&P 500 composite remained unchanged; the stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential outperformance in the near term [3]