{
  "id": 17068500,
  "title": "How Is Ford's Stock Looking After Better-Than-Expected Earnings Results?",
  "url": "https://urgent.news/2026/10/29/how-is-fords-stock-looking-after-better-than-expected-earnings-results",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-29T13:57:01.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/10/29/how-is-ford-s-stock-looking-after-better-than-expected-earnings-results/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "On October 28, Ford Motor Company (F) disclosed better-than-anticipated earnings for its latest quarter, prompting its stock to rise by approximately 2%. Despite this positive performance, the stock is currently lagging behind the overall market trend for the year. Ford announced an operating profit of $2.7 billion, surpassing Wall Street's estimates by $300 million, while total revenue reached $49.5 billion, exceeding predictions by $1.2 billion. The company also increased its full-year guidance for adjusted earnings before interest and taxes (EBIT) for the second quarter, subsequently raising its full-year EBIT guidance to a range of $10.5 billion to $11 billion from the previous $10 billion to $11 billion.\n\nFord's traditional automotive segment generated EBIT of nearly $1.4 billion, a decline of about 10% compared to the previous year. However, the electric vehicle segment experienced an EBIT loss of over $1 billion, representing a significant improvement from the same period a year ago. The commercial segment reported EBIT of around $1.67 billion, also down year-over-year.\n\nFollowing the earnings report, the stock's rise might have been more substantial if not for concerns regarding increased commodity, logistics, and memory costs. On the earnings call, Ford's CFO, Sherry House, disclosed that these headwinds have escalated to approximately $2.5 billion year-over-year due to rising input costs, as well as high gas prices impacting freight and energy expenses. Moreover, Ford anticipates these challenges, along with higher memory and logistics costs, will create a $2 billion headwind in 2027, potentially making earnings for that year comparable to the current year's performance.\n\nFord is also making strides in right-sizing its EV business. In late 2025, the company decided to scale back its money-losing EV division, shifting its focus towards hybrid and more affordable electric vehicles. This strategic move resulted in a $19.5 billion loss for the company. In the third quarter, the EV business losses narrowed, despite a 31% drop in revenue year-over-year. House stated that Ford aims to bring the EV business to a breakeven point by 2029, although she does not expect a steady progression towards this goal, anticipating higher costs in 2027 and a significant shift in profitability during the first half of 2028.\n\nFollowing the earnings announcement, Goldman Sachs analyst Mark Delaney revised his price target downward by $2 to $12 per share and maintained a neutral rating on the stock. Delaney's cautious outlook primarily stems from the anticipated higher commodity, logistics, and memory costs in 2027. Despite recent challenges, Ford offers a relatively attractive dividend with a trailing 12-month dividend yield of around 5%. Throughout the first nine months of the year, Ford generated approximately $5.7 billion in adjusted free cash flow while paying out around $2.4 billion in dividends. The company had to reduce its dividend several times since the Great Recession, but for now, it appears that the dividend remains stable. However, given Ford's ongoing operational progress, The Motley Fool maintains a neutral stance on the stock.",
  "summary": "Ford beat consensus estimates and slightly lifted its full-year guidance.",
  "key_points": [
    "Ford's stock rose 2% after better-than-expected earnings on October 28.",
    "Operating profit of $2.7 billion exceeded estimates by $300 million.",
    "CFO Sherry House cited increased commodity, logistics, and memory costs as challenges for 2027."
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}