Analyst Consensus ?
ConsensusHold47 ratings
Bullish1838.3%
Neutral2348.9%
Bearish612.8%
Ford Motor Company · F · FY2025 Q2 · Calendar Q3 2025
Ford shows resilience, but tariffs and EV capital allocation remain in focus
Ford's reported quarter supports a resilience case built on trucks, SUVs, Ford Pro services, and cost actions, but the thesis depends on offsetting tariffs while executing a more focused EV investment plan.
Reported After market closeNYSEConsumer Cyclical
$48.35B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.37
Consensus $0.33
EPS surprise
+11.9%
Reported versus consensus
Reported revenue
$50.18B
Consensus $45.79B
Revenue surprise
+9.6%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+1.8%
Event window
SPY move
-0.4%
Same window
Abnormal move
+2.2%
Stock minus SPY
Volume
1.4×
Versus trailing sessions
Subsequent drift
+5.8%
Up to 20 sessions
FSPY benchmark
Ask FN2 about F FY2025 Q2
Transcript, numbers and history already loaded
Why did F rise 1.8% after beating EPS estimates in FY2025 Q2?What changed in F's guidance and outlook in FY2025 Q2?Give me the bull and bear case for F after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The supplied analysis emphasizes Ford Pro's growing software and services contribution, continued cost savings, scaled LFP battery production, and a new EV-platform rollout, while full-year guidance remained maintained.
Guidance delta
Management maintained full-year EBIT, free cash flow, and capex guidance despite a stated tariff headwind.
Key takeaways
- Management highlighted record revenue, truck and SUV share gains, and Ford Pro software and services growth.
- Cost-improvement actions were described as helping offset tariff pressure.
- Ford is refocusing its EV strategy around LFP batteries, a new Kentucky platform, and powertrain flexibility.
Management priorities
- Expand Ford Pro software subscriptions and service penetration.
- Scale LFP battery production and launch new EV platforms.
- Continue cost reduction, OTA software updates, and dealer-network investment.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$12.17Current
$10Low
$15.48Average
$29High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 9, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Oct 7, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Oct 6, 2026 |
| BNP Paribas | Neutral | Neutral | Maintain | Jul 30, 2026 |
| TD Cowen | Hold | Hold | Maintain | Jul 29, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Jul 29, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Jul 29, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Jul 29, 2026 |
| Citigroup | Buy | Neutral | Upgrade | Jul 29, 2026 |
| Jefferies | Buy | Hold | Upgrade | Jul 27, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jul 9, 2026 |
| Wells Fargo | Underweight | Underweight | Maintain | Jun 25, 2026 |
| B of A Securities | Buy | Buy | Maintain | May 29, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | May 13, 2026 |
| HSBC | Hold | Hold | Maintain | Jan 13, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Dec 22, 2025 |
| Bernstein | Underperform | Market Perform | Downgrade | Apr 9, 2025 |
| Wolfe Research | Underperform | Peer Perform | Downgrade | Dec 5, 2024 |
| Deutsche Bank | Hold | Hold | Maintain | Oct 30, 2024 |
| Daiwa Capital | Neutral | Neutral | Maintain | Aug 1, 2023 |
| Benchmark | Buy | Buy | Maintain | Jul 31, 2023 |
| Tudor Pickering | Hold | Buy | Downgrade | Feb 15, 2023 |
| Berenberg | Hold | Hold | Maintain | May 10, 2022 |
| Exane BNP Paribas | Outperform | Outperform | Maintain | Apr 11, 2022 |
| Credit Suisse | Outperform | Outperform | Maintain | Feb 4, 2022 |
| Nomura Instinet | Reduce | Neutral | Downgrade | Nov 2, 2021 |
| Argus Research | Buy | Hold | Upgrade | Feb 9, 2021 |
| DZ Bank | Sell | Buy | Downgrade | Feb 7, 2020 |
| CFRA | Buy | Hold | Upgrade | Feb 4, 2020 |
| Buckingham Research | Neutral | Neutral | Maintain | Oct 1, 2019 |
| Buckingham | Neutral | Neutral | Maintain | Oct 1, 2019 |
| Bank of America | Buy | Neutral | Upgrade | May 10, 2019 |
| BMO Capital | Market Perform | Market Perform | Maintain | May 6, 2019 |
| Nomura | Reduce | Neutral | Downgrade | Apr 5, 2019 |
| Seaport Global | Neutral | Neutral | Maintain | Feb 13, 2019 |
| PiperJaffray | Neutral | Overweight | Downgrade | May 15, 2018 |
| Standpoint Research | Buy | Hold | Upgrade | Oct 4, 2017 |
| Guggenheim | Neutral | Neutral | Maintain | Jun 21, 2017 |
| Macquarie | Neutral | Neutral | Maintain | Dec 1, 2016 |
| CLSA | Outperform | Outperform | Maintain | Jul 29, 2016 |
| Susquehanna | Neutral | Neutral | Maintain | Jul 17, 2015 |
| Stifel Nicolaus | Buy | Buy | Maintain | Feb 4, 2015 |
| Stifel | Buy | Buy | Maintain | Feb 4, 2015 |
| Craig-Hallum | Hold | Buy | Downgrade | Sep 30, 2014 |
| Argus Capital | Hold | Buy | Downgrade | Feb 6, 2014 |
| ISI Group | Buy | Strong Buy | Downgrade | Jan 13, 2014 |
| Tigress Financial | Buy | Buy | Maintain | Mar 8, 2013 |
| Oxen Group | Hold | Hold | Maintain | Feb 17, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $12.17. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Industrial Alliance Securities | Analyst unavailable | $14 | $12.14 | +15.0% | Oct 6, 2026 |
| Morgan Stanley | Andrew Percoco | $15 | $14.96 | +23.3% | Jul 29, 2026 |
| Jefferies | Analyst unavailable | $17.5 | $14.35 | +43.8% | Jul 26, 2026 |
| Goldman Sachs | Mark Delaney | $16 | $14.3 | +31.5% | Jun 11, 2026 |
| UBS | Analyst unavailable | $17 | $14.9 | +39.7% | Jun 8, 2026 |
| Jefferies | Philippe Houchois | $14.5 | $14.93 | +19.1% | May 26, 2026 |
| UBS | Joseph Spak | $14 | $12.26 | +15.0% | Apr 30, 2026 |
| Barclays | Analyst unavailable | $13 | $13.71 | +6.8% | Jan 23, 2026 |
| HSBC | Wesley Brooks | $12.8 | $14.03 | +5.2% | Jan 13, 2026 |
| Piper Sandler | Analyst unavailable | $16 | $13.73 | +31.5% | Jan 8, 2026 |
| Evercore ISI | Analyst unavailable | $14 | $13.55 | +15.0% | Dec 22, 2025 |
| Evercore ISI | Analyst unavailable | $12 | $12.94 | -1.4% | Nov 24, 2025 |
| Barclays | Dan Levy | $12 | $13.58 | -1.4% | Oct 27, 2025 |
| Piper Sandler | Alexander Potter | $11 | $12.34 | -9.6% | Oct 24, 2025 |
| UBS | Analyst unavailable | $12.5 | $12.66 | +2.7% | Oct 6, 2025 |
| Jefferies | Philippe Houchois | $12 | $12.67 | -1.4% | Oct 6, 2025 |
| Goldman Sachs | Mark Delaney | $12 | $12.01 | -1.4% | Sep 29, 2025 |
| RBC Capital | Analyst unavailable | $11 | $10.95 | -9.6% | Aug 4, 2025 |
| Barclays | Dan Levy | $11 | $11.24 | -9.6% | Jul 16, 2025 |
| UBS | Joseph Spak | $11 | $11.88 | -9.6% | Jul 14, 2025 |
| Piper Sandler | Alexander Potter | $9 | $10.44 | -26.0% | May 22, 2025 |
| RBC Capital | Tom Narayan | $10 | $10.41 | -17.8% | Oct 29, 2024 |
| Deutsche Bank | Edison Yu | $10 | $11.37 | -17.8% | Oct 29, 2024 |
| Barclays | Dan Levy | $14 | $10.92 | +15.0% | Oct 15, 2024 |
| Morgan Stanley | Adam Jonas | $12 | $10.87 | -1.4% | Sep 25, 2024 |
| Deutsche Bank | Edison Yu | $11 | $10.66 | -9.6% | Sep 9, 2024 |
| Bank of America Securities | John Murphy | $11.44 | $6.25 | -6.0% | Aug 22, 2024 |
| Bernstein | Daniel Roeska | $16 | $12.13 | +31.5% | Jun 7, 2024 |
| RBC Capital | Joseph Spak | $13 | $12.95 | +6.8% | Apr 25, 2024 |
| Morgan Stanley | Adam Jonas | $17 | $13.3 | +39.7% | Apr 5, 2024 |
| CFRA | Garrett Nelson | $14 | $13.6 | +15.0% | Apr 3, 2024 |
| Piper Sandler | Alexander Potter | $13 | $12.08 | +6.8% | Mar 14, 2024 |
| Morgan Stanley | Adam Jonas | $13.31 | $0.37 | +9.4% | Dec 1, 2023 |
| BOCOM International Holdings Company | Dan Levy | $14 | $9.91 | +15.0% | Nov 1, 2023 |
| RBC Capital | Tom Narayan | $12 | $11.54 | -1.4% | Oct 25, 2023 |
| Morgan Stanley | Adam Jonas | $16 | $13.11 | +31.5% | Jul 31, 2023 |
| Morgan Stanley | Adam Jonas | $18.3 | $7.65 | +50.4% | Dec 6, 2022 |
| Citigroup | Analyst unavailable | $14 | $13.75 | +15.0% | Nov 30, 2022 |
| Goldman Sachs | Mark Delaney | $13 | $12.93 | +6.8% | Oct 27, 2022 |
| Morgan Stanley | Adam Jonas | $14 | $12.36 | +15.0% | Oct 5, 2022 |
| Citigroup | Analyst unavailable | $13 | $11.91 | +6.8% | Sep 28, 2022 |
| Citigroup | Analyst unavailable | $16 | $15.34 | +31.5% | Aug 2, 2022 |
| RBC Capital | Analyst unavailable | $15 | $13.72 | +23.3% | Jul 28, 2022 |
| J.P. Morgan | Analyst unavailable | $19 | $12.65 | +56.1% | Jul 26, 2022 |
| Nomura | Anindya Das | $12.4 | $12.88 | +1.9% | Jul 21, 2022 |
| Deutsche Bank | Analyst unavailable | $12 | $12.18 | -1.4% | Jul 18, 2022 |
| Wells Fargo | Analyst unavailable | $10 | $11.52 | -17.8% | Jul 11, 2022 |
| Goldman Sachs | Mark Delaney | $14 | $13.5 | +15.0% | Jun 6, 2022 |
| Tigress Financial | Ivan Feinseth | $22 | $12.5 | +80.8% | May 22, 2022 |
| Berenberg Bank | Adrian Yanoshik | $17 | $13.5 | +39.7% | May 15, 2022 |
| Wells Fargo | Colin Langan | $12 | $12.44 | -1.4% | May 13, 2022 |
| Barclays | Brian Johnson | $16 | $14.16 | +31.5% | Apr 30, 2022 |
| Wells Fargo | Analyst unavailable | $24 | $14.66 | +97.2% | Apr 28, 2022 |
| J.P. Morgan | Ryan Brinkman | $21 | $14.61 | +72.6% | Apr 27, 2022 |
| Deutsche Bank | Emmanuel Rosner | $17 | $15.13 | +39.7% | Apr 25, 2022 |
| Barclays | Brian Johnson | $17 | $14.96 | +39.7% | Apr 7, 2022 |
| Wells Fargo | Colin Langan | $25 | $16.65 | +105.4% | Apr 2, 2022 |
| Jefferies | Philippe Houchois | $18 | $16.58 | +47.9% | Mar 17, 2022 |
| Credit Suisse | Dan Levy | $25 | $17.6 | +105.4% | Mar 3, 2022 |
| CFRA | Garrett Nelson | $30 | $18.1 | +146.5% | Mar 2, 2022 |
| Wells Fargo | Colin Langan | $26 | $17.83 | +113.6% | Feb 26, 2022 |
| Morgan Stanley | Adam Jonas | $13 | $17.72 | +6.8% | Feb 8, 2022 |
| Evercore ISI | Chris McNally | $18 | $17.96 | +47.9% | Feb 4, 2022 |
| Deutsche Bank | Emmanuel Rosner | $21 | $17.96 | +72.6% | Feb 4, 2022 |
| Bank of America Securities | John Murphy | $30 | $17.96 | +146.5% | Feb 4, 2022 |
| Jefferies | Philippe Houchois | $25 | $20.65 | +105.4% | Jan 22, 2022 |
| Deutsche Bank | Emmanuel Rosner | $24 | $25.19 | +97.2% | Jan 14, 2022 |
| Goldman Sachs | Mark Delaney | $22 | $23.73 | +80.8% | Jan 10, 2022 |
| Benchmark Co. | Michael Ward | $29 | $23.73 | +138.3% | Jan 10, 2022 |
| Argus Research | Bill Selesky | $29 | $24.33 | +138.3% | Jan 6, 2022 |
| Nomura | Anindya Das | $13 | $17.83 | +6.8% | Nov 2, 2021 |
| Tigress Financial | Ivan Feinseth | $20 | $15.88 | +64.3% | Oct 20, 2021 |
| UBS | Patrick Hummel | $15 | $13.79 | +23.3% | Aug 11, 2021 |
| Tudor Pickering | Jeoffrey Lambujon | $17 | $12.02 | +39.7% | May 18, 2021 |
Track every rating change on F the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationFord Motor Company is a global automotive giant, engaged in the design, production, and servicing of a broad spectrum of vehicles. Its product line encompasses Ford trucks, commercial cars and vans, and sport utility vehicles, in addition to luxury models from its Lincoln brand. The company structures its diverse operations into distinct segments: Ford Blue, Ford Model e, Ford Pro, Ford Next, and Ford Credit. Ford distributes its vehicles, service components, and accessories through a worldwide network of distributors and dealerships.…
Historical context
All F earningsConsumer Cyclical peers this season
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Latest beats and misses
Who reports nextBeat on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:55.686058+00:00
- Polygon adjusted daily market bars · 2026-10-09T22:50:41.596625+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-09T22:50:41.594740+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-09. For educational purposes only; not investment advice.