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Ford Motor Company (F) is set to release its third-quarter 2025 earnings results on October 23, 2025, after market close. The Zacks Consensus Estimate predicts an earnings per share (EPS) of 38 cents and automotive revenues of $42.26 billion. This EPS estimate indicates a 22.5% decline from the same quarter in 2024, while revenue projections represent a 2% decline.
In Q3 2025, Ford sold 545,522 vehicles in the U.S., marking an 8.2% increase year-over-year, driven by demand for pickups and electric vehicles (EVs). The company’s total EV sales reached a record 30,600 units, with the Mustang Mach-E achieving sales of 20,177 units, a 50.7% increase. Ford’s estimated automotive revenues for 2025 are projected to be $168.2 billion, reflecting a 2.5% decline year-over-year.
Ford faces challenges, including substantial recall costs from over 100 recalls this year, impacting margins and investment in future technology. Additionally, tariff costs are expected to contribute to third-quarter losses, estimated at $800 million for Q2 alone, with a total of $3 billion anticipated for 2025.
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