Ford Motor is set to report earnings after the bell. Here's what Wall Street expects

📰 source: cnbc_topnews · 💼 business

ford motor reports q2 earnings after the bell tuesday. wall street expects adjusted eps of 35 cents and automotive revenue of $45.86 billion, down 2.3% from a year earlier. that would be a 2 cent drop in adjusted earnings per share. last year’s q2 had $46.94 billion in auto revenue, $2.14 billion in adjusted ebit, and a net loss of $36 million.

aside from earnings, investors are monitoring ford’s warranty costs and commodity costs, along with any updates on f-150 truck production that has been hampered by issues with aluminum supplier novelis. jefferies upgraded ford and gm to buy, citing that q2 likely marks a trough and that management may raise guidance. novelis restarted production at a new york facility last month after two fires, which should help normalize f-150 output. ford’s 2026 guidance includes adjusted ebit of $8.5-10.5 billion, free cash flow $5-6 billion, and capex $9.5-10.5 billion.

why it matters: ford's q2 earnings may show a trough, with guidance raise possible as f-150 production normalizes.

source: cnbc_topnews
sentiment: +0.00 · impact: 0.50