With a market cap of $45.1 billion, Ford Motor Company (F) is a global automotive leader that designs, manufactures, markets, and services a wide range of vehicles, including Ford trucks, SUVs, commercial vans, cars, and Lincoln luxury vehicles. The company operates through segments such as Ford Blue, Ford Model e, Ford Pro, and Ford Credit, offering not only vehicles but also mobility solutions, digital services, and comprehensive financial products.

The Dearborn, Michigan-based company is expected to announce its fiscal Q2 2025 earnings results after the market closes on Wednesday, Jul. 30. Ahead of this event, analysts expect Ford Motor to report an adjusted EPS of $0.30, down 36.2% from $0.47 in the year-ago quarter. It has surpassed or met Wall Street's earnings estimates in two of the last quarters while missing on another occasion.

For fiscal 2025, analysts expect the automaker to report an adjusted EPS of $1.11, down 39.7% from $1.84 in fiscal 2024. However, adjusted EPS is anticipated to rebound and grow 13.5% year-over-year to $1.26 in fiscal 2026.

Shares of Ford Motor have declined 8.6% over the past 52 weeks, underperforming both the S&P 500 Index's ($SPX) over 13% gain and the Consumer Discretionary Select Sector SPDR Fund's (XLY) 17.9% return over the period. 

Shares of Ford rose 2.7% following its Q1 2025 earnings release on May 5. The company reported adjusted EPS of $0.14 and automotive revenue of $37.4 billion, beating analysts’ expectations. Investors were also encouraged by Ford’s effective cost-mitigation strategies, including offsetting $1 billion of the projected $2.5 billion tariff impact and reducing Q1 tariff costs by 35% through supply chain adjustments. Additionally, the Model e segment showed progress by narrowing losses to $849 million from $1.3 billion a year earlier, signaling improvement in the EV business.

Analysts' consensus view on Ford Motor’s stock is cautious, with a "Hold" rating overall. Among 24 analysts covering the stock, three recommend "Strong Buy," 16 indicate “Hold,” one advises "Moderate Sell," and four give "Strong Sell." As of writing, F is trading above the average analyst price target of $9.74.