Ford Motor Company (F)** is set to report its fourth-quarter 2025 earnings on **October 4, 2025**, with the Zacks Consensus Estimate indicating an earnings per share (EPS) of **17 cents** and automotive revenues of **$41.2 billion**. However, this reflects a **56% decline** in EPS year-over-year and an **8% drop** in revenues compared to the same quarter of the previous year.
For full-year 2025, Ford’s automotive revenues are estimated at **$173 billion**, projecting a **1% increase** from 2024, while EPS is expected to contract by **39%**. Notably, Ford expects to incur about **$19.5 billion** in special charges, primarily for restructuring its U.S. electric vehicle strategy, impacting cash flows through **2026 and 2027**.
Despite challenges, including a **50%** drop in EV sales due to the withdrawal of federal tax credits, Ford reported a **2.7% increase** in overall vehicle sales to over **545,200 units** in Q4 2025, with hybrids seeing a **17.6% rise** in sales. The Ford Pro unit is anticipated to contribute around **$15 billion** in revenues and **$1.4 billion** in EBIT.
