Ford reports mixed third-quarter results, says 2027 earnings will be in line with this year
Ford Motor reported mixed third-quarter financial results featuring an earnings beat alongside a slight revenue miss. The company tightened its full-year profit guidance by raising the lower end and posted an adjusted EBIT of $2.7 billion. Management indicated that 2027 earnings will match this year's performance, balancing factors such as tariff refunds against ongoing commodity costs and production adjustments. Meanwhile, the automaker continues to face heavy headwinds, including $4 billion in expected electric vehicle losses for the year.
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- β Ford reported third-quarter earnings that beat Wall Street estimates and slightly missed on revenue.
- β The company reported third-quarter adjusted EBIT of $2.7 billion.
- β Ford raised the lower end of its full-year profit guidance.
- β Management expects 2027 earnings to be in line with results from this year.
What changed
Ford narrowed its 2026 profit guidance while setting a flat earnings outlook for 2027.
Live updates
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Ford Beats Q3 Estimates While Citing Flat 2027 Earnings
Ford Motor reported mixed third-quarter financial results featuring an earnings beat alongside a slight revenue miss. The company tightened its full-year profit guidance by raising the lower end and posted an adjusted EBIT of $2.7 billion. Management indicated that 2027 earnings will match this year's performance, balancing factors such as tariff refunds against ongoing commodity costs and production adjustments. Meanwhile, the automaker continues to face heavy headwinds, including $4 billion in expected electric vehicle losses for the year.
Why it matters
The Detroit automaker relies heavily on strong demand for high-margin trucks and utility vehicles to offset mounting cost inflation and broader macroeconomic pressures. Strong sales of resilient models like the F-150 have helped propel earnings and software growth despite escalating expenses. However, persistent losses in the electric vehicle division continue to weigh on overall financial momentum.
What is confirmed
- Ford reported third-quarter earnings that beat Wall Street estimates and slightly missed on revenue.
- The company reported third-quarter adjusted EBIT of $2.7 billion.
- Ford raised the lower end of its full-year profit guidance.
- Management expects 2027 earnings to be in line with results from this year.
- The automaker projects $4 billion in electric vehicle losses for the year.
Still unconfirmed
- Ford executives attributed the flat 2027 earnings outlook to offsetting factors including tariff refunds, commodity costs, and production adjustments.
- Weak vehicle sales drove down profit and revenue according to Wall Street Journal reporting.
What to watch next
- Actual financial performance relative to the narrowed full-year guidance range
- Future updates on electric vehicle losses reaching the projected $4 billion mark
- Developments regarding commodity costs and tariff refunds impacting 2027 earnings
confidence 95%Sources used for this update (15)
- CNBC β Ford Motor is set to report earnings after the bell. Here's what Wall Street expects
- Reuters β Fordβs third-quarter core profit ticks higher despite rising commodity costs
- WSJ β Ford Says Weak Vehicle Sales Drive Down Profit, Revenue
- Yahoo Finance β Ford reports Q3 earnings beat, tightens lower end of profit forecast but sees $4 billion in EV losses for year
- Automotive News β Ford shrugs off rising gas prices with $2 billion in net income, resilient F-150 sales
- Bloomberg β Ford Raises Outlook Even as War, Inflation Exact Mounting Toll (F)
- www.cnbc.com β Ford Motor (F) earnings Q3 2026 - CNBC
- finance.yahoo.com β Ford Beat Q3 and Lifted Its Profit Floor, Yet Analysts Cut Their Targets. Hereβs Why Management Points to 2028
- www.cnbc.com β Ford reports mixed third-quarter results, says 2027 earnings ...
- rocketnews.com β Ford reports mixed third-quarter results, says 2027 earnings ...
- www.ttnews.com β Ford expects profit to plateau as cost inflation takes toll
- vizyco.com β Ford reports mixed third-quarter results, says 2027 earnings
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