Ford Motor Q3 Earnings Preview: Hybrid Strength Offsets EV Challenges
Ford Motor gears up for its Q3 2025 earnings release amid divergent market forces. The automaker's stock has surged 35% YTD, buoyed by robust hybrid sales and disciplined cost management, yet Wall Street anticipates a 29% EPS decline to $0.35. Revenue projections tell a brighter story—a tentative 2% climb to $47.05 billion WOULD mark Ford's seventh EPS beat in ten quarters.
Jefferies' upgrade to Hold reflects shifting calculus on regulatory tailwinds. Analyst Philippe Houchois sees billions in potential savings from relaxed U.S. emissions standards, while Ford's delayed 2026 guidance masks imminent strategic pivots. The EV division's narrowing losses—partially attributable to business model adjustments—could emerge as a quiet victory in tomorrow's disclosures.