Fool - Investing News·Jun 28, 2026
1 Stock That's More Than Doubled in 3 Years, and 3 Reasons It Will Keep SoaringGeneral Motors has quietly tripled the performance of the S&P 500 over the past year, and it isn't slowing down.
Ford Motor Company(F)Earnings, Financials & Key Ratios
F•NYSE
$13.83
Price updated Jul 6, 2026
AboutFord Motor Company develops, delivers, and services a range of Ford trucks, commercial cars and vans, sport utility vehicles, and Lincoln luxury vehicles worldwide. It operates through Ford Blue, Ford Model e, and Ford Pro; Ford Next; and Ford Credit segments. The company sells Ford and Lincoln vehicles, service parts, and accessories through distributors and dealers, as well as through dealerships to commercial fleet customers, daily rental car companies, and governments. It also engages in vehicle-related financing and leasing activities to and through automotive dealers. In addition, the company provides retail installment sale contracts for new and used vehicles; and direct financing leases for new vehicles to retail and commercial customers, such as leasing companies, government entities, daily rental companies, and fleet customers. Further, it offers wholesale loans to dealers to finance the purchase of vehicle inventory; and loans to dealers to finance working capital and enhance dealership facilities, purchase dealership real estate, and other dealer vehicle programs. The company was incorporated in 1903 and is based in Dearborn, Michigan.Show more
- Revenue$187.27B+1.2%
- EBITDA$8.53B-22.2%
- Net Income-$8.18B-239.2%
- EPS (Diluted)-2.06-241.1%
- Gross Margin12.18%-3.7%
- EBITDA Margin4.55%-23.2%
- Operating Margin1.35%-50.9%
- Net Margin-4.37%-237.5%
- ROE-20.24%-250.9%
F Price & Volume
Ford Motor Company (F) stock price & volume — 10-year historical chart
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Cyclical Margin Volatility Masks Operational Execution Risks
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Strained
Cash Flow:Mixed
Primary Risk:High warranty and recall costs
Key Thesis Takeaways
- Ford's long-term outlook remains tethered to the successful execution of its Ford+ strategy, which faces significant headwinds from persistent warranty costs and the capital-intensive transition to electric vehicles.
- While the company demonstrates periodic revenue growth, such as the 9.4% expansion seen in 2025Q3, the underlying profitability is frequently obscured by massive net income swings, including an $11.1B loss in 2025Q4.
- Investors should monitor whether management can stabilize operating margins, which collapsed to -2.0% in 2025Q4, while managing a consolidated debt load of $157.1B as of 2026Q1.
Verdict Logic
while the stock trades at a forward P/E of 8.46 and offers a 5.3% dividend yield, the high operational risk and recurring warranty expenses suggest that the current valuation may not fully account for the volatility in core automotive earnings.
F Growth Metrics
Ford Motor Company (F) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.27%
5 Years8.05%
3 Years5.82%
TTM3.82%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-221.66%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-223.93%
Return on Capital
10 Years1.94%
5 Years2.91%
3 Years2.53%
Last Year1.44%
F Recent Earnings
Ford Motor Company (F) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
Apr 29, 2026Metric
Actual
Est
EPS
$0.66+260.9%
$0.18
Rev
$43.3B+1.4%
$42.7B
Q1 2026
Feb 10, 2026Metric
Actual
Est
EPS
$0.13-27.5%
$0.18
Rev
$45.9B+5.3%
$43.6B
Q4 2025
Oct 23, 2025Metric
Actual
Est
EPS
$0.45+27.2%
$0.35
Rev
$50.5B+7.4%
$47.0B
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$0.37+11.9%
$0.33
Rev
$50.2B+9.6%
$45.8B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $0.66vs $0.18+260.9% | $43.3Bvs $42.7B+1.4% |
| Q1 2026 | Feb 10, 2026 | $0.13vs $0.18-27.5% | $45.9Bvs $43.6B+5.3% |
| Q4 2025 | Oct 23, 2025 | $0.45vs $0.35+27.2% | $50.5Bvs $47.0B+7.4% |
| Q3 2025 | Jul 30, 2025 | $0.37vs $0.33+11.9% | $50.2Bvs $45.8B+9.6% |
Based on last 12 quarters of dataView full earnings history →
Latest F News
Recent stock market news and headlines for Ford Motor Company (F)
TechCrunch·Jun 28, 2026
Ford rehires ‘gray beard' engineers after AI falls shortFord executives said they have hired 350 veteran engineers — some of them were former employees, while others had been working at suppliers — after artificial intelligence and automated systems failed to deliver the desired quality level.
The Motley Fool·Jun 28, 2026
1 Unstoppable Trend That Could Supercharge Ford Stock by 2030Last year, Ford wrote down its EV program by $19.5 billion as part of a massive corporate restructuring charge. It is pivoting from EV batteries to manufacturing battery energy storage systems to meet data center needs.
Seeking Alpha·Jun 26, 2026
Ford: The Market Undervalues Its Earnings Power (Rating Upgrade)Ford is upgraded from Hold to Buy due to improved consistency and undervalued valuation. F's recent earnings show strong business turnaround, outperforming analyst estimates in 6 of the last 7 quarters. Hybrid vehicle strength and potential EV expansion position F for top-line acceleration not yet priced in.
Seeking Alpha·Jun 26, 2026
Ford: The AI Pop & Drop Offers Opportunity, 4%+ DividendFord remains a "Buy," supported by strong Q1 results, robust free cash flow, and a 4.25% dividend yield. Q2 guidance is upbeat, with adjusted EBIT raised to $8.5–$10.5 billion for FY 2026, reflecting cost reductions and high demand. Valuation is compelling: $1.75 normalized EPS and a 10x P/E yield a $17.50 price target, with technicals showing strong support near $13.
Peers Comparison
Key metrics vs top competitors for Ford Motor Company (F)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $13.83 | $54.19B | -6.71 | 1.23% | -4.37% | -20.24% | 5.43% | |
| $77.85 | $70.19B | 23.81 | -1.29% | 1.38% | 3.84% | — | |
| $5.81 | $16.83B | -0.66 | 14.93% | -0.42% | -1.81% | — | |
| $179.80 | $234.34B | 9.32 | 11.88% | 7.6% | 9.92% | — | |
| $29.63 | $38.45B | -14.26 | 6.56% | -1.99% | -3.51% | — | |
| $419.77 | $1.58T | 388.68 | -2.93% | 3.96% | 4.75% | — |
Compare F vs Peers
Ford Motor Company (F) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
F SEC Filings & Documents
Ford Motor Company (F) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 29, 2026·SEC
Material company update
Apr 15, 2026·SEC
Material company update
Apr 15, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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F Frequently Asked Questions
Ford Motor Company (F) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Ford Motor Company's revenue?
Ford Motor Company (F) reported $189.86B in revenue for fiscal year 2025. This represents a 29% increase from $146.99B in 1996.
How fast is Ford Motor Company growing?
Ford Motor Company (F) grew revenue by 1.2% over the past year. Growth has been modest.
Is F profitable?
Ford Motor Company (F) reported a net loss of $6.11B for fiscal year 2025.
Dividend & Returns
Does F pay dividends?
Yes, Ford Motor Company (F) pays a dividend with a yield of 5.43%. This makes it attractive for income-focused investors.
What is F's return on equity?
Ford Motor Company (F) has a return on equity (ROE) of -20.2%. Negative ROE indicates the company is unprofitable.
What is Ford Motor Company's free cash flow?
Ford Motor Company (F) generated $11.92B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.