Ford Motor Co. (F) beat expectations in Q2 FY2026 on revenue of $48.3B versus the $47.2B estimate (-3.8% YoY) and EPS of $0.42. The next Ford Motor Co. (F) earnings date is Oct 22, 2026. Below is the full Ford Motor Co. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Ford Motor Co. (F) Earnings Analysis — key stats
Next earnings date
Oct 22, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Beat
EPS beat rate
7 of last 8 (quarters above estimate)
Avg next-day move
±4.6% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±15.0% (options-derived · into Oct 22, 2026)
Institutional ownership
70.8% (13F as of 2026-06-30)
Top 10 holders
40.5% (of shares outstanding)
Insider activity
8 buys / 4 sells (recent Form 4 filings)
Revenue
$48.3B (vs $47.2B est · +2.2% surprise · -3.8% YoY)
EPS
$0.42 (vs $0.33 est · +27.3% surprise · +3566.7% YoY)
Share price
$13.92 (-3.4%)
Market cap
$55.5B
Ford Motor Co. (F) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$48.3B vs $47.2B est
$0.42 vs $0.33 est
+27.3%
+4.1%
Beat
Q2 FY2026
$48.3B vs $47.2B est
$0.66 vs $0.20 est
+230.0%
-2.6%
Beat
Q1 FY2026
$45.9B vs $43.6B est
$0.13 vs $0.18 est
-27.5%
+1.9%
Mixed
Q4 FY2025
$50.5B vs $47.0B est
$0.45 vs $0.35 est
+27.2%
+11.3%
Beat
Q3 FY2025
$50.2B vs $45.8B est
$0.37 vs $0.33 est
+11.9%
-0.1%
Beat
Q2 FY2025
$40.7B vs $38.1B est
$0.14 vs $-0.00 est
+4355.3%
+1.6%
Beat
Q1 FY2025
$48.2B vs $47.4B est
$0.39 vs $0.35 est
+11.4%
-8.9%
Mixed
Q4 FY2024
$46.2B vs $45.1B est
$0.49 vs $0.46 est
+5.5%
-6.0%
Beat
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
8.4%
334.5M
$4.6B
+1.1%
Vanguard Capital Management LLC
6.4%
255.5M
$3.6B
+0.4%
State Street Corp
4.9%
194.0M
$2.7B
+0.8%
Vanguard Portfolio Management LLC
4.5%
181.6M
$2.5B
+1.0%
Charles Schwab Investment Management INC
3.4%
137.0M
$1.9B
+9.9%
Sixth Street Partners Management Company, L.P.
3.4%
137.0M
$1.9B
+100.0%
Newport Trust CO
3.3%
131.1M
$1.8B
-5.9%
Geode Capital Management, LLC
3.0%
121.0M
$1.7B
-0.0%
Bank Of America Corp /De/
1.8%
72.4M
$1.0B
+318.0%
Morgan Stanley
1.3%
53.1M
$737.8M
+18.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
THORNTON JOHN L
director
2026-06-23
Buy
11K
$148880
Crockett Kyle
officer: Chief Accounting Officer
2026-06-04
Sell
74K
—
Crockett Kyle
officer: Chief Accounting Officer
2026-06-04
Buy
74K
—
Crockett Kyle
officer: Chief Accounting Officer
2026-06-04
Sell
32K
$507543
WEINBERG JOHN S
director
2026-05-20
Buy
34K
—
WEINBERG JOHN S
director
2026-05-21
Buy
23K
—
WEINBERG JOHN S
director
2026-05-20
Sell
34K
—
Veihmeyer John B
director
2026-05-20
Buy
37K
—
What you'll find
Next Ford Motor Co. (F) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Ford Motor Co. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Ford Motor Co. (F)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Ford Motor Co.'s next earnings date?
Ford Motor Co.'s (F) next scheduled earnings date is Oct 22, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Ford Motor Co. (F) beat or miss earnings?
In Q2 FY2026, Ford Motor Co. (F) posted beat results — revenue of $48.3B versus the $47.2B estimate (+2.2% surprise) and EPS of $0.42 versus $0.33 expected (+27.3% surprise). Magnisto decodes every Ford Motor Co. (F) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Ford Motor Co. beat earnings estimates?
Over its last 8 reported quarters, Ford Motor Co. (F) beat Wall Street EPS estimates 7 times, most recently a beat result in Q3 FY2026. Magnisto tracks every Ford Motor Co. (F) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Ford Motor Co. stock move after earnings?
Over its last 8 quarterly reports, Ford Motor Co. (F) moved an average of ±4.6% the day after earnings — ranging from -8.9% (Q1 FY2025) to +11.3% (Q4 FY2025). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Oct 22, 2026, options-implied volatility is pricing in a move of roughly ±15.0% (derived). Magnisto tracks the realized post-earnings move for every Ford Motor Co. (F) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Ford Motor Co.?
Institutions hold about 70.8% of Ford Motor Co.'s (F) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.4%), Vanguard Capital Management LLC (6.4%), State Street Corp (4.9%). Magnisto lists Ford Motor Co.'s (F) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Ford Motor Co. (F)?
In the most recent Form 4 filings Magnisto tracks, Ford Motor Co. (F) insiders recorded 8 purchases and 4 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Ford Motor Co. (F) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Ford Motor Co. (F), anchored to the current $13.92 share price, so you can weigh the bull, base and bear cases for Ford Motor Co. side by side.
Is Ford Motor Co. (F) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Ford Motor Co. fits your own thesis and risk profile. This is research, not investment advice.