Ford Motor (F) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.49
- Estimate
- $0.40
- Surprise
- +21.4%
- Score today
- 4.8/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
Ford Motor (F) beat the $0.40 estimate with adjusted EPS of $0.49 — a large 21.4% upside surprise.
Coverage in the report window
- Elon Musk Takes a Jab at Apple's $29,799 Mac Studio: 'Makes a Tesla Seem Quite Affordable!' — benzinga, 2026-10-29
- Jim Farley's Ford Takes a Leaf Out of Elon Musk-Led Tesla's Book, Produces Over 5,000 Massive Aluminum Parts for Upcomin — benzinga, 2026-10-29
- Ford Estimates FY26 Charges Of $500M-$1B Related To Initiated Actions, Mostly Attributable To Employee Separations; Comp — benzinga, 2026-10-29
Where TrendMatrix's rating stands now
TrendMatrix currently rates F Sell at 4.8/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +21.4% surprise compares with a +66.6% four-quarter average.
What argues against it
- Quality below floor (1.4 < 4.0)
- NEWS_SOFT:RESTRUCTURING
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $11.95
- Price target
- $14.00
- Stop
- $11.35
- Upside to target
- +17.2%
- Reward-to-risk
- 3.4:1
Model outputs from TrendMatrix’s engine as of 2026-10-29 — shown for context, not personalized investment advice.
F at TrendMatrix's latest read
Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.
- Industry
- Auto Manufacturers
- Market cap
- $47.65B
- P/E (fwd)
- 6.2
- 52-week range
- $11.11–$17.78
- Off 52-week high
- 32.8%
- RSI (14)
- 43
- Volume vs avg
- 1.35×
- Score today
- 4.8/10