Ford is expected to report Q3 2026 revenue of $41.88 billion and EPS of $0.39, with the stock currently trading at $11.12, below the average analyst target of $13.56. Investors are laser-focused on Ford Pro's segment EBIT, which remains the company's primary profit engine. Management's ability to control ballooning warranty costs and narrow losses within the Model e electric vehicle division is a central theme for this quarter.
While the commercial business continues to show strength, high interest rates and pricing pressure in the retail truck market provide a challenging backdrop. Capital allocation and the sustainability of the dividend will likely be addressed during the call.