Ford Prepares for Q2 Earnings Report: Insights and Expectations

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Ford Motor Company is set to release its second-quarter 2026 results on July 28. The Zacks Consensus Estimate anticipates earnings per share (EPS) of 36 cents and automotive revenues of $45.66 billion for the quarter. Ford’s EPS estimate has risen by 2 cents over the past two months, but it reflects a 5.4% decline compared to the previous year’s figures.

In the first quarter of 2026, Ford reported adjusted EPS of 66 cents, significantly exceeding estimates, and total automotive revenues of $39.82 billion, up 6.4% year-over-year. However, the company faced challenges with second-quarter U.S. sales dropping 10% to 549,200 vehicles, largely attributed to discontinued models and a 69% decline in daily rental sales. The Model e segment is expected to incur substantial losses of up to $4.5 billion for the full year.

Analysts predict mixed performance across Ford’s segments for the second quarter. Consensus estimates suggest a slight decline in revenues for Ford Blue and Ford Pro, with Model e showing a substantial year-over-year drop of 31.3%. The earnings before interest and taxes (EBIT) for Ford Blue is estimated at $1.24 billion, while the Model e segment may see an adjusted EBIT loss of $1.26 billion.

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