Ford Motor is set to report earnings after the bell. Here's what Wall Street expects

DETROIT — Ford Motor is set to announce third-quarter earnings after the markets close Wednesday.

Here's what Wall Street expects, based on average analysts' estimates compiled by LSEG:

Those results would mark a 2% decline in revenue compared with a year earlier and a roughly 11% decrease in adjusted earnings per share. Ford's 2025 third-quarter results included $47.19 billion in automotive revenue, net income of $2.4 billion and earnings per share of 45 cents adjusted.

A main focus for investors will be Ford's F-Series pickup trucks, including its crucial F-150. The automaker has been recovering from supplier issues that affected truck production for much of the past year, but experienced a disruption in F-150 manufacturing due to a separate, unrelated supplier problem toward the end of September.

Ford reported production of the F-150 declined from more than 57,500 units in August to less than 43,000 in September. The automaker said the disruption is "containable within" its existing 2026 adjusted earnings guidance.

Wall Street analysts generally expect Ford to maintain its 2026 outlook, but they differ on how the F-150 production disruption will ultimately affect the automaker's third-quarter results. They're also watching for any changes or surprises in the company's warranty costs.

Ford's 2026 guidance includes adjusted earnings before interest and taxes of between $10 billion and $11 billion and adjusted free cash flow of $6 billion to $7 billion.