Ford Motor Company reports second-quarter financial results Tuesday after market close, with analysts expecting revenue of $45.26 billion and earnings of 34 cents per share, both down from the prior year. The company has beaten revenue estimates for five straight quarters and earnings per share estimates in seven of the last ten quarters. Ford stock is up 8.3% year-to-date in 2026, outperforming General Motors at plus 5.7% and Tesla at minus 29.6%, as the automaker’s renewed focus on profitability and a reset of its electric vehicle business wins over investors. Second-quarter U.S. deliveries fell 10% year-over-year to 522,811 vehicles, with electric vehicle unit sales plunging 40.7% to 9,746 units, while Ford exits production of many EVs and plans a $30,000 electric pickup truck for 2027. Recent analyst actions include Jefferies upgrading Ford to Buy with a $18 price target, JPMorgan maintaining Overweight with a $16 target, and BNP Paribas and Barclays keeping Neutral and Equal-Weight ratings respectively with $14 targets.
Ford Motor CompanyFord's renewed focus on profitability and EV reset, plus analyst upgrades, support positive earnings expectations.
General Motors Company
Tesla Inc
JPMorgan Chase & Co
