Ford Motor Company will report Q4 2025 earnings on February 10, 2026. Consensus estimates project earnings per share (EPS) of $0.17, representing a 56.4% year-over-year decline. Revenue expectations sit at $41.16 billion, marking an 8.3% decrease from the previous year.
The Most Accurate Estimate currently exceeds consensus, generating a +16.06% Earnings Surprise Probability. A Zacks Rank #1 rating further indicates that Ford will likely beat these EPS expectations.
A recent $19.5 billion EV write-down provides the context for this earnings reset. Ford is executing a strategic pivot away from unprofitable pure-electric vehicles toward hybrids and extended-range models.
Ford shares have appreciated 78.55% since analyst coverage began. The stock currently trades at $13.80, placing it near established analyst targets. Actual results versus expectations on February 10 will likely drive near-term stock movement.