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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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General Motors has kept buying back shares, cutting its diluted share count 35.6% from Q3 2023 to Q3 2026, though buyback spending slowed to $3.3B in the 12 months to September 2026 from $10.2B a year earlier. On October 20, 2026, the board approved a new $20B repurchase authorization, which would equal about 30% of the company's $66.2B market value if fully used. Net income rose to $3.34B in Q3 2026 from $1.33B even though vehicle sales fell 5.5%, and the GAAP operating margin rose to 7.2% from 2.2%. However, the 12-month operating margin fell to 2.3% from 4.3%, and total reported debt equals 194.5% of market value versus 19.4% for the S&P 500. The article notes that if profit slipped back toward the loss of late 2025, each remaining share would hold a larger slice of a smaller profit, and points to buyback spending and the diluted share count in Q4 2026 as key figures to watch.
- 3 EV Stocks To Watch With Revenue Growth Up To 33%
Brent crude hit its strongest level since late April on fresh worries about Middle East supply, a backdrop the article says could sharpen interest in electric vehicles. It highlights Rivian Automotive, which builds electric pickups, SUVs and delivery vans, with about US$4.0b in Automotive revenue, US$1.9b from Software and Services, and a market value of roughly US$17.5b. Rivian is targeting initial rollout of supervised point-to-point driving under its Autonomy Plus package toward year end, which the article says could add higher-margin software and subscription revenue. Tesla, valued at roughly US$1.5t, remains centered on selling electric cars while pursuing AI, robotaxis, humanoid robotics and battery storage, though the article notes significant technological and regulatory hurdles remain in autonomous vehicles and robotics.
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