Key insights
- Ford's Q1 earnings are expected to show revenue and EPS growth. Investors will focus on 2026 guidance updates and external factors like the Iran war, tariffs, and production issues at aluminum supplier Novelis. While positive earnings are anticipated, uncertainties surrounding these external factors temper bullish sentiment.
Investing.com -- Ford Motor is scheduled to release its first-quarter earnings after markets close on Wednesday.
Wall Street analysts expect the automaker to report adjusted earnings per share of 19 cents on automotive revenue of $38.53 billion. The projections represent a roughly 3.7% increase in automotive revenue and a 35.7% rise in adjusted earnings per share compared to the same period last year, when Ford posted 14 cents per share.
In the first quarter of 2025, Ford reported $37.42 billion in automotive revenue, adjusted earnings before interest and taxes of $1.02 billion, and net income of $471 million. Total revenue, including the Ford Credit financing division, reached $40.7 billion.
Beyond the quarterly figures, investors will focus on potential updates to Ford’s 2026 guidance and several external factors affecting operations. These include the impact of the Iran war, tariff effects, and production updates at Novelis, a key aluminum supplier that experienced two fires.
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