Ford Motor Company (F) earnings on July 28, 2026

After the market closes Q2 2026

More Ford Motor Company earnings

Prior outlook: Pessimistic Outcome: Partial

The stock surged after earnings, supported by analyst upgrades and higher price targets, though it gave back most gains by the close.

F price around the earnings

15.28

Change: +2.1%

2026-07-29, 20:00 UTC

Start of the measured window End of the measured window
14.81 15.28 15.76 16.23 14.96
Price series around the eventClosing price per minute from before the event to the end of the measured window.No trading (market closed)
July 28, 2026 July 29, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • No trading (market closed)
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Pessimistic Outcome: Partial

Thesis published
Results released

Strong past earnings history contrasts with recent news suggesting lower Q2 earnings and minimal analyst upside.

Context analyzed before publication

Trend
Initial positive trend strength reversed into a recent sell-off, driven by lower Q2 earnings expectations.

Analysts

Evidence

Analyst consensus
Hold
Consensus average (1-5)
2.62
Analysts covering the stock
20
Average price target
15.2
Lowest price target
11
Highest price target
20
Upside to price target
1.8%
Quarterly earnings growth
441%
Revenue growth
6.4%
Forward EPS
1.83
Trailing EPS
-1.55
Analyst moves in the last 60 days
7
  • Strong buy: 2
  • Buy: 4
  • Hold: 14
  • Sell: 1
  • Strong sell: 0
Strong buy
2
Buy
4
Hold
14
Sell
1
Strong sell
0
  • July 27, 2026 · Jefferies: Upgrades rating (Hold → Buy)
  • July 17, 2026 · JP Morgan: Maintains rating (Overweight → Overweight)
  • July 14, 2026 · BNP Paribas: Maintains rating (Neutral → Neutral)
  • July 9, 2026 · Barclays: Maintains rating (Equal-Weight → Equal-Weight)
  • June 25, 2026 · Wells Fargo: Maintains rating (Underweight → Underweight)
  • June 8, 2026 · UBS: Maintains rating (Buy → Buy)
  • June 1, 2026 · Citigroup: Maintains rating (Neutral → Neutral)

News and sentiment

Evidence

Sentiment
Sentiment
Neutral
Mention volume
Low
Normalized volume
33%
News
Sources (8)

Technicals

Evidence

Average true range (ATR)
2.9%
Distance to 52-week high
-14.4%
14-day change (14d)
+6.0%
30-day change (31d)
+4.2%
30-day relative strength
+2.9%
SPY change (31d)
+1.3%
Nearest support
14.56
Nearest resistance
14.7
Volume accumulation ratio (14d / 46d)
0.49

Trends

Evidence

Average earnings surprise
+65.1%
  • April 29, 2026: actual EPS 0.66 vs estimate 0.19 (surprise +256.6%)
  • February 10, 2026: actual EPS 0.13 vs estimate 0.19 (surprise -32.9%)
  • October 23, 2025: actual EPS 0.45 vs estimate 0.36 (surprise +25.4%)
  • July 30, 2025: actual EPS 0.37 vs estimate 0.33 (surprise +11.1%)

Expected move

Implied move
+4.8%
Source
Options chain

Reactions over its last 20 earnings

Median move
4.8%
75th percentile move
8.7%
90th percentile move
12.3%
Up / down moves
10 / 9
Average up move
+4.5%
Average down move
-7.8%

Monitoring and close

What Ford Motor Company reported

Status
Finished
Actual EPS0.42
EPS estimate0.35
EPS surprise+20.0%
Revenue$44,891 million
Revenue estimate$45,810 million
Revenue surprise-2.0%

Ford beats estimates and raises 2026 guidance. Citi upgrades to 'Buy' after upbeat Q2. Shares rise 2%.

Sources (50)

Pre-market second reading after the results

Verdict
Beat expectations

Heading into the open, the figures don't clearly confirm the prior scenario.

How the stock reacted

Outcome
Partial
Consolidated
+2.1%
Max favorable move (MFE)
1.5%
Max adverse move (MAE)
8.9%