Ford Motor will report third-quarter results after markets close Wednesday. Based on average analyst estimates compiled by LSEG, Wall Street expects adjusted earnings of 40 cents per share and automotive revenue of $46.24 billion, which would mean a 2% revenue decline and a roughly 11% drop in adjusted EPS from a year earlier. Investors will focus on F-Series pickups, especially the F-150, whose production fell from more than 57,500 units in August to less than 43,000 in September because of an unrelated supplier problem. Ford said the disruption is “containable within” its 2026 adjusted earnings guidance, and analysts generally expect the outlook to be maintained, though they differ on the quarter's impact and are watching warranty costs.
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