Analysts expect Ford’s automotive revenue to decline 2.3% year-over-year amid supplier issues and cost pressures.
Ford Motor is set to report second-quarter earnings after Tuesday’s market close, with analysts forecasting $45.86 billion in automotive revenue. The expected figure reflects a 2.3% drop from $46.94 billion in the same period last year, alongside a 2-cent decline in adjusted earnings per share to 35 cents.
The automaker’s 2025 second-quarter results included $2.14 billion in adjusted EBIT and a $36 million net loss. Total revenue, including Ford Credit, reached $50.18 billion. Investors are focused on cost trends, particularly warranty and commodity expenses, and updates on F-Series truck production, which has faced delays due to aluminum supplier disruptions.
Jefferies recently upgraded Ford’s stock to buy, citing expectations for a trough in Q2 volumes as production normalizes following Novelis’ facility restart. The supplier, critical to F-150 production, resumed operations last month after fires halted output.