Automotive manufacturer Ford (NYSE:F) fell short of the market's revenue expectations in Q3 2026, with sales falling 2% year on year to $49.53 billion. Its non-GAAP profit of $0.49 per share was 21.4% above analysts' consensus estimates.
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Ford (F) Q3 2026 highlights:
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Revenue $49.53 billion vs S&P analysts' estimates of $50.31 billion (2% year-on-year decline, 1.6% miss)
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Adjusted EPS $0.49 vs S&P analysts' estimates of $0.40 (21.4% beat)
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Adjusted operating income $2.66 billion vs analyst estimates of $2.38 billion (5.4% margin, 11.8% beat)
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Operating margin 2.9%, in line with the same quarter last year
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Sales volumes fell 9.3% year on year (5.6% in the same quarter last year)
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Market capitalization $47.65 billion
StockStory's take
Ford's third quarter saw revenue fall short of Wall Street expectations, primarily due to lower vehicle sales volumes and the phase-out of certain models such as the Escape and Corsair. Management pointed to strong performance in trucks, vans, and three-row SUVs, as well as robust results in its software services and parts businesses, which delivered record revenue and help...