For the quarter ended December 2025, Ford Motor Company (F) reported revenue of $42.5 billion, down 5.4% over the same period last year. EPS came in at $0.13, compared to $0.39 in the year-ago quarter.
The reported revenue represents a surprise of +3.27% over the Zacks Consensus Estimate of $41.16 billion. With the consensus EPS estimate being $0.17, the EPS surprise was -22.2%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Ford Motor performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Wholesale Units - Ford Blue: 712 thousand compared to the 636.9 thousand average estimate based on three analysts.
- Wholesale Units - Ford Pro: 334 thousand compared to the 345.33 thousand average estimate based on three analysts.
- Wholesale Units - Ford Model e: 37 thousand versus 40.16 thousand estimated by three analysts on average.
- Revenues- Company excluding Ford Credit: $42.45 billion versus the four-analyst average estimate of $40.54 billion. The reported number represents a year-over-year change of -5.5%.
- Revenues- Ford Credit: $3.4 billion compared to the $3.44 billion average estimate based on three analysts. The reported number represents a change of +4.2% year over year.
- Revenues- External Revenues- Ford Blue: $26.2 billion versus the two-analyst average estimate of $23.57 billion. The reported number represents a year-over-year change of -3.9%.
- Revenues- Ford Pro: $14.9 billion versus $15.04 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -8.3% change.
- Revenues- External Revenues- Ford Model e: $1.3 billion versus the two-analyst average estimate of $1.22 billion. The reported number represents a year-over-year change of -8.1%.
- Adjusted EBIT- Ford Credit: $701 million versus the four-analyst average estimate of $573.75 million.
- Adjusted EBIT- Ford Blue: $727 million compared to the $779.3 million average estimate based on three analysts.
- Adjusted EBIT- Ford Pro: $1.23 billion compared to the $1.43 billion average estimate based on three analysts.
- Adjusted EBIT- Corporate Other: $-406 million versus $-540.48 million estimated by three analysts on average.
View all Key Company Metrics for Ford Motor here>>>
Shares of Ford Motor have returned -3.1% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
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Ford Motor Company (F): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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