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

Ford at the New York International Auto Show in New York City on April 2, 2026.Danielle DeVries | CNBCDETROIT — Ford Motor is set to announce second-quarter results after the markets close Tuesday.Here's what Wall Street expects, based on average analysts' estimates compiled by LSEG:Earnings per share: 35 cents adjustedAutomotive revenue: $45.86 billionThose results would mark a 2.3% fall in automotive revenue compared with a year earlier and a 2 cent decline in adjusted earnings per share. Ford's 2025 second-quarter results included $46.94 billion in automotive revenue, adjusted earnings before interest and taxes of $2.14 billion and a net loss of $36 million. Its total revenue, which includes its Ford Credit financing arm, was $50.18 billion.Aside from earnings and any changes to the automaker's 2026 guidance, investors are monitoring Ford's costs, such as warranty and commodity costs, as well as looking for any updates to the company's F-Series truck production that has been hampered since last year due to issues with an aluminum supplier.Stock Chart IconStock chart iconAuto stocksHeading into Ford's earnings report, Jefferies upgraded Ford and General Motors' stocks to buy from...