Ford reported third-quarter earnings above expectations, with operating profit of $2.7 billion, $300 million ahead of Wall Street consensus, and revenue of $49.5 billion, and slightly raised its full-year EBIT guidance to $10.5 billion to $11 billion. The stock rose about 2% on Oct. 28 but still trails the broader market this year. Traditional auto EBIT was nearly $1.4 billion, down about 10%, while the EV segment posted a loss of over $1 billion, an improvement from a year earlier. CFO Sherry House said commodity headwinds are approaching $2.5 billion year over year and expects a $2 billion headwind in 2027, with 2027 earnings roughly in line with this year. Goldman Sachs analyst Mark Delaney cut his price target by $2 to $12 per share and kept a neutral rating, and the article notes the roughly 5% trailing dividend looks safe for now.
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