Ford (F) Earnings: Revenue Expected to Drop 8.1% YoY, EPS $0.19

Ford (NYSE:F) will report earnings Tuesday (February 15, 2026) after market close. Last quarter, Ford revenue rose 9.4% YoY to $50.53B, beating expectations by 9.1%, and outperformed EPS and EBITDA guidance. For this quarter, analysts expect revenue to decline 8.1% YoY to $44.3B and adjusted EPS to come in at $0.19/share. Ford has beaten revenue estimates an average of 4.9% over the past two years and just once in that period. Peer results show General Motors revenue down 5.1% YoY and Autoliv up 7.7% YoY; GM shares rose 6.9% and Autoliv fell 4.7% following their reports. Auto sector shares have averaged +7.7% in the last month, while Ford is down 1.6% and trades near its average analyst price target of $13.76 at $13.80.