Ford Motor Company is set to report its second-quarter 2026 results on July 28, with expectations of earnings per share (EPS) at 33 cents and automotive revenues of $45.72 billion. This represents an 11% decline in EPS year-over-year and a 2% drop in revenues compared to the same period last year.
In Q2 2026, Ford’s U.S. sales fell 10% year-over-year to 549,200 vehicles, impacted by disruptions in the supply chain, particularly affecting F-Series trucks. Wholesale shipments are projected to be below last year’s figures, with a total of 670,000 units for Ford Blue. Additionally, pure electric vehicle sales plummeted 40.7%. The adjusted earnings before interest and taxes (EBIT) for the Ford Blue segment is estimated at $1.24 billion, a significant year-over-year increase.
Looking ahead, the full-year 2026 consensus estimates suggest revenues will reach $176 billion, up about 1% year-over-year, while EPS is anticipated at $1.62, indicating a 49% increase. However, challenges persist within the EV sector, forecasting losses of $4-$4.5 billion for the Model e division this year, countered by positive growth in Ford Pro’s offerings.
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