Ford Motor Q3 Earnings Surpass Estimates Amid Tariff Headwinds
Ford Motor Company delivered a stronger-than-expected third quarter, with revenue climbing 9% year-over-year to $50.5 billion. Adjusted earnings per share of 45 cents outpaced analyst consensus by 9 cents, demonstrating resilience despite $700 million in tariff impacts.
The Ford Pro commercial division emerged as the standout performer, generating $17.4 billion in revenue and $2 billion in EBIT. Meanwhile, the Model e electric vehicle segment continued its costly transition, posting $1.4 billion in losses as Ford accelerates its electrification strategy.
Investors welcomed the results alongside a declared 15-cent quarterly dividend. The earnings beat comes as legacy automakers navigate the dual challenges of industrial transformation and global trade complexities.