Ford Motor Company (NYSE:F), a major American automaker, is preparing to release its quarterly earnings report on April 29, 2026. As Ford and its competitors, like General Motors and Stellantis, face significant automotive industry headwinds, Wall Street analysts are forecasting an earnings per share (EPS) of $0.20 on an estimated revenue of $42.66 billion for the quarter.
Analysts present varied revenue projections for Ford. Consensus estimates reported by Zacks project automotive revenues of $39.34 billion, a 5% year-over-year increase. Visible Alpha offers a more modest forecast of $38.30 billion. Despite the different revenue figures, an EPS of $0.20 would mark a significant 43% year-over-year growth in earnings.
However, Ford is navigating a "bumpy road," as highlighted by CNBC, with several challenges impacting its market performance. The company faces weak deliveries, which fell by 9% in the first quarter, and ongoing supply chain issues. Its electric vehicle (EV) division is experiencing "deepening EV losses," as highlighted by Seeking Alpha, with EV sales falling by nearly 70%.
The company's balance sheet shows a high reliance on borrowing. Ford has a debt-to-equity ratio of 4.66, which means it uses much more debt than shareholder funds to finance its assets. Its current ratio of 1.07 suggests that its current assets are just sufficient to cover its short-term liabilities, indicating potential liquidity concerns.
