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

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A close-up view shows a standalone Ford corporate Blue Oval logo monument sign at a vehicle dealership in Santaquin, Utah, United States, on August 30, 2026. Charles-McClintock Wilson | Nurphoto | Getty ImagesDETROIT — Ford Motor is set to announce third-quarter earnings after the markets close Wednesday.Here's what Wall Street expects, based on average analysts' estimates compiled by LSEG:Earnings per share: 40 cents adjusted, estimatedAutomotive revenue: $46.24 billion estimatedThose results would mark a 2% decline in revenue compared with a year earlier and a roughly 11% decrease in adjusted earnings per share. Ford's 2025 third-quarter results included $47.19 billion in automotive revenue, net income of $2.4 billion and earnings per share of 45 cents adjusted.A main focus for investors will be Ford's F-Series pickup trucks, including its crucial F-150. The automaker has been recovering from supplier issues that affected truck production for much of the past year, but experienced a disruption in F-150 manufacturing due to a separate, unrelated supplier problem toward the end of September.Ford reported production of the F-150 declined from more than 57,500 units in August to less...

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