Ford Motor (F) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Ford Motor reported Q3 2026 revenue of $46.08 billion, down 2.3% year-over-year but beating consensus estimates by 0.9%. EPS of $0.49 significantly exceeded the $0.39 estimate by 25.64%. However, wholesale units across most segments fell short of analyst expectations, with Ford Pro and Ford Blue underperforming. Ford Model e losses were better than expected, while Ford Credit outperformed. The stock carries a Zacks Rank #4 (Sell) rating and has underperformed the broader market.