Ford Motor Company (F) earnings for the third quarter of 2025

Detroit – ford motor It is scheduled to announce third-quarter earnings after markets close on Thursday.

Here’s what Wall Street expects, based on average analyst estimates compiled by LSEG:

• EPS: 36 cents were adjusted
• Car revenue: $43.08 billion

These results would represent revenues in line with the prior year and a 26% decline in adjusted EPS. Ford’s third-quarter 2024 results included $43.07 billion in auto revenue, net income of $896 million and adjusted earnings before interest and taxes of $2.55 billion.

Many Wall Street analysts expect Ford to report good performance but will likely disappoint on its guidance for the rest of the year due to a host of issues, including tariffs and a fire last month at the Novelis plant, a major aluminum supplier to Ford.

“We expect Ford to report higher-than-expected third-quarter earnings (given better production) but also disappoint with respect to its fourth-quarter outlook (given temporary supply chain constraints impacting production of highly profitable trucks),” JPMorgan analyst Ryan Brinkman said in an investment note on Monday.

Other key investor concerns include Ford’s cost-cutting efforts, quality improvements and any updated forecasts of the impact of the tariffs.

Ford’s crosstown competitor GM On Tuesday, the United States reduced the expected impact of tariffs this year to between $3.5 billion and $4.5 billion, from $4 billion to $5 billion. GM expects to offset about 35% of this impact.

Ford had previously raised the impact of the expected tariffs from $2.5 billion to $3 billion, and expects to offset $1 billion of that through trade measures.

Ford’s 2025 guidance includes adjusted earnings before interest and taxes of $6.5 billion to $7.5 billion, below the pre-tariff range it released in February of $7 billion to $8.5 billion. Adjusted free cash flow is estimated at $3.5 billion to $4.5 billion, in line with previous guidance. It also expects capital spending of about $9 billion versus the previous range of $8 billion to $9 billion.

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