TLDR
- Ford Motor reports Q3 2025 earnings today after market close with analysts forecasting $0.35 per share on $47.05 billion revenue
- The stock has risen 15.6% year-to-date driven by hybrid vehicle sales and pickup demand
- Jefferies upgraded Ford to Hold with $12 price target citing benefits from relaxed emissions regulations
- Options traders expect 6.11% price movement following the earnings announcement
- Wall Street consensus is Hold with average price target of $11.40 suggesting 8.29% downside
Ford Motor is releasing third-quarter 2025 results today after the closing bell. Analysts expect earnings of $0.35 per share on revenue of $47.05 billion.
The earnings forecast marks a 29% drop from last year’s third quarter. Revenue is projected to grow 2% year-over-year.
Ford stock has climbed 15.6% in 2025. Strong hybrid sales and steady pickup truck demand have powered the gains.
The company beat earnings estimates in seven of the last nine quarters. Last quarter, Ford reported $50.18 billion in revenue, beating forecasts by 7.8%.
Options market data shows traders preparing for movement. The expected swing is 6.11% in either direction after earnings.
Upgrade Highlights Regulatory Advantages
Jefferies analyst Philippe Houchois upgraded Ford from Underperform to Hold before earnings. His price target jumped to $12 from $9.
Houchois points to potential billion-dollar benefits from easier emissions rules. Ford is the most compliant U.S. automaker on emission standards.
The company avoids fines and earns regulatory credits regularly. Pickups and SUVs make up 43% of Ford’s U.S. sales and generate most profits.
Relaxed limits on high-emission models like the Raptor could offset tariff costs. These changes may boost earnings next year.
EV Strategy Changes Coming
Ford plans to detail electric vehicle strategy updates in the fourth quarter. The company is moving more EV production to Europe where costs run lower.
This shift should shrink losses from the electric vehicle business. Ford is also trimming spending on a vehicle platform planned for 2027.
Management may wait until next year to provide 2026 guidance. The Q4 update will cover plans for an improved vehicle mix.
Wall Street maintains a Hold rating on Ford stock. Two analysts recommend buying, nine say hold, and two advise selling based on recent ratings.
The average price target sits at $11.40 per share. This implies 8.29% downside from the current $12.56 trading price.
Ford has beaten revenue estimates in all but one quarter over the past two years. The company exceeded expectations by 4.1% on average.
Some competitors have already reported Q3 numbers. General Motors posted flat revenue but beat estimates by 7.9%.
Ford stock gained 7.7% over the last month. The industrials sector average increased just 1.8% during the same period.
The current share price of $12.56 trades above the analyst consensus target. Ford has a track record of surprising on revenue.
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