Ford Motor Company · F · Next earnings

Ford Motor Company reports Tuesday, Feb 9, 2027

F reports after market close with consensus EPS at $0.38 and revenue at $48.55B. Last quarter: Ford raises EBIT outlook as trucks and auto adjacencies strengthen

Reports After market close97 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $0.38 Calendar consensus
Consensus revenue $48.55B Calendar consensus
Report date Feb 9, 2027 Tuesday, date estimated
Session After market close 97 days away

Where F left off: FY2026 Q3

Full report

Ford raises EBIT outlook as trucks and auto adjacencies strengthen

EPS surprise +19.5% Reported $0.49 vs $0.41
Revenue surprise +0.9% Reported $49.53B vs $49.08B
Stock move +1.4% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised the low end of full-year adjusted EBIT guidance to $10.5–11 billion, according to the supplied analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Commodity, logistics and memory-cost headwinds could pressure profitability.
  • Geopolitical uncertainty, tariffs and temporary Novelis-related costs remain exposures.
  • Fathom’s launch depends on supplier readiness, validation and capacity.
  • Competition from Chinese EV manufacturers could weigh on pricing and European strategy.

Questions analysts left open

  • Commodity and logistics headwinds may reach $2 billion and remain difficult to control.
  • Fathom EV launch timing depends on validation testing and supplier capacity.
  • Europe capacity strategy, Chinese competition and 2027 pricing remain open questions.

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Recent F quarters

All F earnings
+1.4%FY2026 Q3+2.1%FY2026 Q2-1.3%FY2026 Q1+2.1%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.