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

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Ford will report Q4 2025 earnings after markets close Tuesday, with Wall Street anticipating a 6.8% revenue decline to $44.9 billion and a 50%+ drop in adjusted EPS from 2024. The automaker faces $19.5 billion in one-time charges, primarily from restructuring and scaling back electric vehicle investments, plus $600 million in postretirement benefit adjustments. Investors will scrutinize Ford’s 2026 forecast and strategic shifts, particularly after last year’s $2.1 billion adjusted EBIT and 39-cent adjusted EPS in Q4 2024. A supplier fire disrupted F-Series pickup production, prompting demands for updates on output recovery and supply chain resilience during the earnings call. Analysts exclude special items to assess core operations, but the charges underscore Ford’s pivot away from aggressive EV expansion amid market challenges.
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In this articleDETROIT — Ford Motor is set to report its fourth-quarter and year-end earnings after the markets close Tuesday.Here's what Wall Street expects, based on average analysts' estimates compiled by LSEG.Those results would mark a 6.8% decline in revenue compared with a year earlier and a more than 50% fall in adjusted earnings per share.Ford's 2024 fourth-quarter results included $44.9 billion in automotive revenue, net income of $1.8 billion, or 45 cents per share, and adjusted earnings before interest and taxes of $2.1 billion, or 39 cents per share adjusted EPS.Ford's fourth-quarter 2025 results will include a number of one-time charges or special items, including $600 million due to adjustments in postretirement benefits and a majority of $19.5 billion related to a restructuring of its business priorities and a pullback in its all-electric vehicle investments.Automakers commonly exclude "special items" or one-time charges from their adjusted financial results to provide investors with a clearer picture of their core, ongoing business operations.Along with quarterly results, investors will be watching for updates on Ford's business plans and its 2026 forecast. They'll also want to know about any production updates for its F-Series pickup trucks after a supplier fire that has impacted business.This is developing news. Please check back for updates.Got a confidential news tip? We want to hear from you.Sign up for free newsletters and get more CNBC delivered to your inboxGet this delivered to your inbox, and more info about our products and services.© 2026 Versant Media, LLC.

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