Ford Motor Company (F)

Official site

CONSUMER CYCLICAL • AUTO MANUFACTURERS • NYSE

$12.31

+0.27 (+2.20%)

Market Cap: $49.09B

Last updated: Oct 16, 2026 at 5:00 PM ET

Earnings

Performance (10Y)

Beat Rate

74%(29/39)

Avg Surprise

+65.35%

Streak

2 Q

Upcoming Estimates

Period ending Sep 30, 2026

EPS Consensus$0.41

Range$0.33 - $0.50

15 analysts

EPS RevisionsNo revisions (7d)

30d

EPS Estimate DriftChange to current

90d ago$0.36+14.5%

60d ago$0.42-2.0%

30d ago$0.41+0.3%

7d ago$0.41-0.8%

Current$0.41

Revenue Consensus

$46.7B

Range$42.4B - $51.3B

7 analysts

Period ending Dec 31, 2026

EPS Consensus$0.92

Range$0.81 - $1.01

18 analysts

Revenue Consensus

$45.7B

Range$38.6B - $61.4B

10 analysts

Period	Reported	Est.	Range	Surprise	B/M	Analysts	Revisions	YoY
Dec 31, 2026Dec 26EST	-	$0.92	$0.81 - $1.01	-	-	18	-	-
Sep 30, 2026Sep 26EST	-	$0.41	$0.33 - $0.50	-	-	15	14 1 30d	-
Jun 30, 2026Jun 26 Reported Jul 28, 2026Reported Jul 28	$0.42	$0.33	$0.23 - $0.41	+27.27%	Beat	17	1 0 30d	+13.5%
Mar 31, 2026Mar 26 Reported Apr 29, 2026Reported Apr 29	$0.66	$0.19	$0.07 - $0.28	+247.37%	Beat	15	3 4 30d	+371.4%
Dec 31, 2025Dec 25 Reported Feb 10, 2026Reported Feb 10	$0.13	$0.19	$0.12 - $0.30	-31.58%	Miss	15	10 0 30d	-66.7%
Sep 30, 2025Sep 25 Reported Oct 23, 2025Reported Oct 23	$0.45	$0.36	$0.23 - $0.49	+25.00%	Beat	17	5 4 30d	-8.2%
Jun 30, 2025Jun 25 Reported Jul 30, 2025Reported Jul 30	$0.37	$0.33	$0.25 - $0.44	+12.12%	Beat	18	7 4 30d	-21.3%
Mar 31, 2025Mar 25 Reported May 5, 2025Reported May 5	$0.14	$0.02	$-0.06 - $0.40	+600.00%	Beat	18	4 2 30d	-71.4%
Dec 31, 2024Dec 24 Reported Feb 5, 2025Reported Feb 5	$0.39	$0.32	$0.19 - $0.42	+21.88%	Beat	13	4 2 30d	+34.5%
Sep 30, 2024Sep 24 Reported Oct 28, 2024Reported Oct 28	$0.49	$0.47	$0.31 - $0.56	+4.26%	Beat	18	2 0 30d	+25.6%
Jun 30, 2024Jun 24 Reported Jul 24, 2024Reported Jul 24	$0.47	$0.68	$0.55 - $0.78	-30.88%	Miss	16	4 1 30d	-34.7%
Mar 31, 2024Mar 24 Reported Apr 24, 2024Reported Apr 24	$0.49	$0.42	$0.25 - $0.59	+16.67%	Beat	17	3 0 30d	-22.2%
Dec 31, 2023Dec 23 Reported Feb 6, 2024Reported Feb 6	$0.29	$0.12	$0.09 - $0.22	+141.67%	Beat	13	2 0 30d	-43.1%
Sep 30, 2023Sep 23 Reported Oct 26, 2023Reported Oct 26	$0.39	$0.46	$0.30 - $0.53	-15.22%	Miss	16	6 1 30d	+30.0%
Jun 30, 2023Jun 23 Reported Jul 27, 2023Reported Jul 27	$0.72	$0.54	$0.45 - $0.71	+33.33%	Beat	16	9 0 30d	+5.9%
Mar 31, 2023Mar 23 Reported May 2, 2023Reported May 2	$0.63	$0.41	$0.25 - $0.52	+53.66%	Beat	16	5 0 30d	+65.8%
Dec 31, 2022Dec 22 Reported Feb 2, 2023Reported Feb 2	$0.51	$0.62	$0.53 - $0.66	-17.74%	Miss	16	1 0 30d	+96.2%
Sep 30, 2022Sep 22 Reported Oct 26, 2022Reported Oct 26	$0.30	$0.30	$0.22 - $0.46	+0.00%	Beat	15	1 0 30d	-41.2%
Jun 30, 2022Jun 22 Reported Jul 27, 2022Reported Jul 27	$0.68	$0.45	$0.36 - $0.58	+51.11%	Beat	15	5 1 30d	+423.1%
Mar 31, 2022Mar 22 Reported Apr 27, 2022Reported Apr 27	$0.38	$0.37	$0.25 - $0.55	+2.70%	Beat	17	1 4 30d	-57.3%
Dec 31, 2021Dec 21 Reported Feb 3, 2022Reported Feb 3	$0.26	$0.41	$0.26 - $0.54	-36.59%	Miss	16	6 1 30d	-23.5%
Sep 30, 2021Sep 21 Reported Oct 27, 2021Reported Oct 27	$0.51	$0.27	$0.17 - $0.50	+88.89%	Beat	16	0 2 30d	-21.5%
Jun 30, 2021Jun 21 Reported Jul 28, 2021Reported Jul 28	$0.13	$0.03	$-0.52 - $0.34	+333.33%	Beat	17	6 0 30d	+137.1%
Mar 31, 2021Mar 21 Reported Apr 28, 2021Reported Apr 28	$0.89	$0.21	$0.07 - $0.28	+323.81%	Beat	16	5 0 30d	+487.0%
Dec 31, 2020Dec 20 Reported Feb 4, 2021Reported Feb 4	$0.34	$-0.08	$-0.13 - $0.04	+525.00%	Beat	15	4 0 30d	+183.3%
Sep 30, 2020Sep 20 Reported Oct 28, 2020Reported Oct 28	$0.65	$0.18	$-0.01 - $0.27	+261.11%	Beat	14	3 0 30d	+91.2%
Jun 30, 2020Jun 20 Reported Jul 30, 2020Reported Jul 30	$-0.35	N/A	-	+69.83%	Beat	14	4 0 30d	-225.0%
Mar 31, 2020Mar 20 Reported Apr 28, 2020Reported Apr 28	$-0.23	$-0.06	$-0.40 - $0.23	-283.33%	Miss	11	1 0 30d	-152.3%
Dec 31, 2019Dec 19 Reported Feb 4, 2020Reported Feb 4	$0.12	$0.17	$0.07 - $0.20	-29.41%	Miss	14	1 0 30d	-60.0%
Sep 30, 2019Sep 19 Reported Oct 23, 2019Reported Oct 23	$0.34	$0.26	$0.20 - $0.30	+30.77%	Beat	17	1 0 30d	+17.2%
Jun 30, 2019Jun 19 Reported Jul 24, 2019Reported Jul 24	$0.28	$0.31	$0.25 - $0.35	-9.68%	Miss	17	1 0 30d	+3.7%
Mar 31, 2019Mar 19 Reported Apr 25, 2019Reported Apr 25	$0.44	$0.27	$0.20 - $0.34	+62.96%	Beat	17	4 0 30d	+2.3%
Dec 31, 2018Dec 18 Reported Jan 23, 2019Reported Jan 23	$0.30	$0.30	$0.27 - $0.36	+0.00%	Beat	16	1 0 30d	-23.1%
Sep 30, 2018Sep 18 Reported Oct 24, 2018Reported Oct 24	$0.29	$0.28	$0.19 - $0.34	+3.57%	Beat	17	1 0 30d	-32.6%
Jun 30, 2018Jun 18 Reported Jul 25, 2018Reported Jul 25	$0.27	$0.30	$0.22 - $0.50	-10.00%	Miss	17	1 0 30d	-51.8%
Mar 31, 2018Mar 18 Reported Apr 25, 2018Reported Apr 25	$0.43	$0.41	$0.37 - $0.49	+4.88%	Beat	19	3 0 30d	+10.3%
Dec 31, 2017Dec 17 Reported Jan 24, 2018Reported Jan 24	$0.39	$0.39	$0.39 - $0.47	+0.00%	Beat	16	No revisions (30d)	+30.0%
Sep 30, 2017Sep 17 Reported Oct 26, 2017Reported Oct 26	$0.43	$0.33	$0.23 - $0.40	+30.30%	Beat	19	3 0 30d	-
Jun 30, 2017Jun 17 Reported Jul 26, 2017Reported Jul 26	$0.56	$0.43	$0.36 - $0.50	+30.23%	Beat	21	1 0 30d	-
Mar 31, 2017Mar 17 Reported Apr 27, 2017Reported Apr 27	$0.39	$0.34	-	+14.71%	Beat	-	-	-
Dec 31, 2016Dec 16 Reported Jan 26, 2017Reported Jan 26	$0.30	$0.31	-	-3.23%	Miss	-	-	-

Dividends

Dividend Metrics

Forward Yield4.87%

Forward Annual Dividend$0.60

Payout Ratio40.59%

FrequencyQuarterly

Pay MonthsMar, Jun, Aug, Sep, Dec

Growth

3Y CAGR+6.27%

5Y CAGR+31.95%

F dividend history and ex-dividend dates Run F in the free DRIP calculator

Key Metrics

Valuation
P/E Ratio	7.42	EV/EBITDA	18.53x
Price/FCF	6.74x	FCF Yield	14.83%
Profitability
Profit Margin	-3.94%	Operating Margin	1.88%
ROE	-18.20%	ROIC	-1.70%
Financial Health
Debt/Equity	4.51x	Interest Coverage	6.88x
Current Ratio	1.09x	Quick Ratio	0.93x
Trading Statistics
Beta	1.94	Avg Volume	44.81M
52-Week High	$17.59	52-Week Low	$10.85

Technical Indicators Dashboard

Moving Averages

SMA 10$12.15

SMA 20$12.41

SMA 50$13.33

SMA 200$13.22

EMA 10$12.22

EMA 20$12.48

EMA 50$13.06

EMA 200$13.08

MACD

Line: -0.37Signal: -0.41Hist: 0.04

ADX

ADX: 38.9+DI: 16.5-DI: 29.5

Aroon & PSAR

Aroon Up4.0

Aroon Down96.0

PSAR$11.88

Bollinger Bands

Upper Band$13.21

Lower Band$11.62

%B Position1282%(Upper)

Band Width0.44

RSI (14-Day)

Neutral

42.4

Momentum Oscillators

Stoch %K30.5

Stoch %D20.1

Williams %R-44.9

ROC (10d)0.4%

Momentum0.04

CCI (20d)-36.0

MFI (14d)49.7

Volatility Measures

ATR (14d)$0.32(2.6%)

StdDev (20d)0.40

Hist Vol23.5%(Moderate)

Volume Flow

VWAP$12.23

OBV913.1M

AD Line-46.1B

CMF (20d)-0.060

Volume Metrics

Avg Vol (20d)44.3M

Vol Ratio0.8x

VWMA (20d)$12.49

Pivot Points

R3$12.29

R2$12.18

R1$12.11

Pivot Point$12.00

S1$11.93

S2$11.82

S3$11.75

Advanced Oscillators

TSI-27.70

Ultimate Osc55.7

KST-110.34

Financial Data

Quarter	Jun 2026	Mar 2026	Dec 2025	Sep 2025	Jun 2025	Mar 2025	Dec 2024	Sep 2024	Jun 2024	Mar 2024	Dec 2023	Sep 2023
Total Revenue	$48.30B	$43.25B	$45.89B	$50.53B	$50.18B	$40.66B	$48.21B	$46.20B	$47.81B	$42.78B	$45.96B	$43.80B
Cost of Revenue	$42.22B	$35.31B	$51.62B	$43.41B	$44.24B	$35.19B	$41.30B	$40.17B	$40.49B	$36.48B	$40.86B	$37.55B
Gross Profit	$6.08B	$7.94B	$-5,732,000,000	$7.12B	$5.94B	$5.47B	$6.91B	$6.03B	$7.32B	$6.30B	$5.10B	$6.25B

Operating Expenses	$5.44B	$5.61B	$5.83B	$5.57B	$5.43B	$5.15B	$5.68B	$5.15B	$5.44B	$5.08B	$5.34B	$5.12B
R&D	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
SG&A	$5.44B	$5.61B	$5.83B	$5.57B	$5.43B	$5.15B	$5.68B	$5.15B	$5.44B	$5.08B	$5.34B	$5.12B
Operating Income	$638.00M	$2.33B	$-11,557,000,000	$1.56B	$511.00M	$319.00M	$1.23B	$880.00M	$1.88B	$1.23B	$-245,000,000	$1.13B

Interest Income	$-2,763,000,000	$160.00M	$-3,018,000,000	$21.00M	$-250,000,000	$94.00M	$167.00M	$147.00M	$197.00M	$167.00M	$145.00M	$263.00M
Interest Expense	$357.00M	$350.00M	$348.00M	$321.00M	$297.00M	$288.00M	$295.00M	$272.00M	$270.00M	$278.00M	$366.00M	$324.00M
Income Before Tax	$-2,033,000,000	$2.91B	$-14,810,000,000	$1.82B	$541.00M	$621.00M	$2.31B	$869.00M	$2.44B	$1.61B	$-1,867,000,000	$1.39B
Income Tax Expense	$-711,000,000	$361.00M	$-3,756,000,000	$-630,000,000	$570.00M	$148.00M	$483.00M	$-27,000,000	$605.00M	$278.00M	$-1,344,000,000	$214.00M

Net Income	$-1,322,000,000	$2.55B	$-11,054,000,000	$2.45B	$-29,000,000	$473.00M	$1.83B	$896.00M	$1.83B	$1.33B	$-523,000,000	$1.17B

EBITDA	$2.52B	$4.53B	$-354,000,000	$3.64B	$2.52B	$2.20B	$3.89B	$2.39B	$4.03B	$3.23B	$52.00M	$3.05B
EBIT	$1.09B	$3.10B	$-11,444,000,000	$2.12B	$1.09B	$815.00M	$2.44B	$994.00M	$2.51B	$1.72B	$-1,646,000,000	$1.45B

* Some calculated fields are derived from available data when not provided by source

Related GNG Research

The Diversification Test Every Investor Should Run (Built Into GNG)

Counting holdings is misleading - a 12-stock, 10-industry model that appeared diversified lost most diversification once positions were grouped by underlying return drivers Academic rules conflict on count - Evans & Archer (1968) says 10-15 stocks, Statman (1987) 30-40, Statman (2004) >300...

Leo Nelissen

•

Jun 29, 20266/29/26

•

376

Portfolio Construction

Also mentions:

DHRTMOODFLINTUUNP

Government Contracts

Gov Obligations (TTM)

$809.47M

Gov Obligations / Revenue

0.4%

Obligations YoY

132.9%

Active Awards

18,478

New Awards (TTM)

17,717

Avg Remaining Term

3.3 mo

Top agency: General Services Administration at 100.0% of trailing twelve month obligations across 1 agencies

Recent Awards

Award ID	Agency	Obligated	Start	End	Description
47QMCA26F0WZJ	General Services AdministrationFederal Acquisition Service	$105963	Feb 5, 2026	Oct 3, 2026	4X4 PICKUP, FULL SIZE, CREW CAB, MIN 8,501 LBS GVWR
47QMCA26F0HLD	General Services AdministrationFederal Acquisition Service	$105038	Jan 7, 2026	Sep 3, 2026	4X4 PICKUP, FULL SIZE, CREW CAB, MIN 8,501 LBS GVWR
47QMCA26F0W43	General Services AdministrationFederal Acquisition Service	$101875	Feb 4, 2026	Sep 2, 2026	4X4 PICKUP, FULL SIZE, CREW CAB, SRW, MIN 11,001 LBS GVWR
47QMCA26F15LZ	General Services AdministrationFederal Acquisition Service	$99643	Mar 11, 2026	Nov 6, 2026	4X4 PICKUP, FULL SIZE, CREW CAB, MIN 8,501 LBS GVWR
47QMCA26F156B	General Services AdministrationFederal Acquisition Service	$98100	Mar 10, 2026	Nov 5, 2026	4X4 PICKUP, FULL SIZE, CREW CAB, MIN 8,501 LBS GVWR
47QMCA26F141E	General Services AdministrationFederal Acquisition Service	$98009	Mar 4, 2026	Oct 30, 2026	4X4 PICKUP, FULL SIZE, CREW CAB, MIN 8,501 LBS GVWR
47QMCA26F15QX	General Services AdministrationFederal Acquisition Service	$97702	Mar 12, 2026	Nov 7, 2026	4X4 PICKUP, FULL SIZE, CREW CAB, MIN 8,501 LBS GVWR
47QMCA26F15QJ	General Services AdministrationFederal Acquisition Service	$97702	Mar 12, 2026	Nov 7, 2026	4X4 PICKUP, FULL SIZE, CREW CAB, MIN 8,501 LBS GVWR
47QMCA26F1JF7	General Services AdministrationFederal Acquisition Service	$97433	Jul 28, 2026	Apr 24, 2027	4X4 PICKUP, FULL SIZE, CREW CAB, MIN 8,501 LBS GVWR
47QMCA26F1G5G	General Services AdministrationFederal Acquisition Service	$97433	Jun 25, 2026	Mar 22, 2027	4X4 PICKUP, FULL SIZE, CREW CAB, MIN 8,501 LBS GVWR

Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

News

Ford Rises 2%, General Motors and Stellantis Edge Higher While the Stock Market Sells Off

Ford and General Motors shares are rising while the broader market, particularly tech stocks, is selling off. Investors are rotating money into traditional consumer demand-driven businesses like auto manufacturers...

24/7 Wall St.•Oct 16, 2026 2:05 PM ET10/16/26•Somewhat-Bullish

DTE brings a 100 MW Michigan solar farm online to help power Ford’s manufacturing footprint with more homegrown renewable electricity

DTE Energy has completed the 100-megawatt Cold Creek Solar Park in Michigan, a significant step towards Ford Motor Company's decarbonization goals. Through DTE's MIGreenPower program...

Energies Media•Oct 16, 2026 1:38 PM ET10/16/26•Somewhat-Bullish

Sources: Fifth Third Bank expected to drop RFK Racing sponsorship for 2027 after 15-year run

Fifth Third Bank is expected to end its 15-year sponsorship with RFK Racing after the current NASCAR season, though the reasons are unrelated to Brad Keselowski's departure. The Cincinnati-based financial services...

Sports Business Journal•Oct 16, 2026 1:08 PM ET10/16/26•Neutral

Ford sets goal as CPO sales surge: Topple No. 1 Toyota in 2027

Ford is experiencing a surge in certified pre-owned (CPO) vehicle sales in 2026, even as new-vehicle sales decline. The company has set an ambitious goal to surpass Toyota as the number one CPO seller by 2027. This move...

Automotive News•Oct 16, 2026 12:00 PM ET10/16/26•Somewhat-Bullish

Toyota to build hybrid Lexus NX in Ontario, Canada this December – report

Toyota Motor plans to start producing its hybrid-only Lexus NX in Ontario, Canada, this December, investing hundreds of millions in its Cambridge manufacturing complex. This commitment by Toyota contrasts with other...

Yahoo Finance•Oct 16, 2026 10:39 AM ET10/16/26•Somewhat-Bearish

F Valuation and Fair Value

P/E: 7.4x
Forward P/E: 7.0x
EV/EBITDA: 18.5x
P/FCF: 6.7x
PEG: 8.5x
P/B: 1.4x

See GNG's fair value

F Profitability: Margins, ROIC and FCF

Gross margin: 8.2%
Operating margin: 1.9%
Net margin: -3.9%
ROIC: -1.7%
ROE: -18.2%
FCF margin: 3.9%
FCF yield: 14.8%

F Competitors

Company	Ticker
AutoZone Inc	AZO
Honda Motor Co Ltd ADR	HMC
eBay Inc	EBAY
Yum! Brands Inc	YUM
Nike Inc	NKE
DR Horton Inc	DHI
Sea Ltd	SE
Chipotle Mexican Grill Inc	CMG

Sector: Consumer Cyclical

F Analyst Ratings

Consensus: Buy
Analysts: 20
Strong Buy: 3
Buy: 5
Hold: 12
Sell: 0
Strong Sell: 0

F Bull Case vs Bear Case

Bull case

F beat EPS estimates in 87.5% of its last 8 reported quarters.

Bear case

F has a -3.9% net profit margin.
F's quarterly revenue changed -3.8% year over year.
F has a debt-to-equity ratio of 4.5x.

F Earnings: Beat Rate and Next Report

Beat rate: 7 of 8 quarters (87.5%)
Average surprise: 113.3%
EPS estimate (fiscal period ending Sep 30, 2026): $0.41
Estimate revisions (30 days, fiscal period ending Sep 30, 2026): 14 up, 1 down

F Dividend

Forward yield: 4.9%
Payout ratio: 40.6%
3Y DPS growth: 6.3%
5Y DPS growth: 32.0%
Pay months: Mar, Jun, Aug, Sep, Dec

F dividend history

Frequently Asked Questions About F

What is F's current dividend yield?

Ford Motor Company (F) has a forward dividend yield of 4.87%.

Does F pay dividends?

Yes, Ford Motor Company pays dividends with a forward dividend yield of 4.87%.

What is F's P/E ratio?

Ford Motor Company has a price-to-earnings (P/E) ratio of 7.42.

What is F's market cap?

Ford Motor Company (F) has a market capitalization of $49.09B with a current stock price of $12.31.

Get full access to GNG Research

Create a free account to access portfolio tracking, advanced tools, and more.

Create Free Account Log In