When is Ford reporting its third-quarter 2026 earnings?

Ford Motor is scheduled to release its third-quarter 2026 results after US markets close on Wednesday, 28 October 2026, according to CNBC.

What do analysts expect from Ford's Q3 2026 results?

Average analyst estimates compiled by LSEG, as reported by CNBC, project roughly a 2% revenue decline and about an 11% drop in adjusted earnings per share compared with the same quarter a year earlier.

How did the F-150 supplier issue affect Ford's production?

According to CNBC, a supplier problem cut Ford F-150 production from more than 57,500 units in August 2026 to fewer than 43,000 in September. Ford says the disruption is manageable within its 2026 guidance.

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Ford Q3 2026 Earnings Due: Revenue May Fall 2%

Invisipilot Team · 29 Oct 2026, 00:30 IST

Written with AI assistance from the cited sources

Ford Motor is scheduled to release its third-quarter 2026 earnings after US markets close on Wednesday, 28 October 2026, according to CNBC. Wall Street analysts, whose estimates were compiled by LSEG, expect revenue to fall roughly 2% from a year earlier and adjusted earnings per share to drop about 11%. A key focus is the F-150 pickup truck, where a supplier problem cut monthly production from more than 57,500 units in August to fewer than 43,000 in September. Ford has said the disruption is manageable within its existing 2026 guidance.

Key points

Ford Motor is scheduled to report third-quarter 2026 earnings after US markets close on 28 October 2026, according to CNBC.
Analyst estimates compiled by LSEG project a roughly 2% revenue decline and an approximately 11% drop in adjusted earnings per share versus a year earlier.
Ford's F-150 production fell from more than 57,500 units in August 2026 to fewer than 43,000 in September due to a supplier problem, the report says.
Ford's 2026 full-year guidance targets adjusted EBIT of $10 billion to $11 billion and adjusted free cash flow of $6 billion to $7 billion.
Takeaway: Ford says the F-150 supplier disruption is manageable within its 2026 guidance, but analysts differ on its exact quarterly impact, according to CNBC.

Source: CNBC, 28 Oct 2026

What Is Happening

Ford Motor, the United States automaker, is set to report its third-quarter 2026 financial results after Wall Street's closing bell on Wednesday, 28 October 2026. The figures will cover the three months ending in September 2026.

The Numbers to Watch

According to CNBC, average analyst estimates compiled by financial data firm LSEG point to a roughly 2% decline in revenue compared with the same quarter a year earlier, when Ford posted automotive revenue of $47.19 billion (US dollars). Adjusted earnings per share are expected to fall by about 11% from the year-earlier figure of 45 cents. Net income in that prior-year quarter was $2.4 billion.

For the full year 2026, Ford's own guidance calls for adjusted earnings before interest and taxes of between $10 billion and $11 billion, and adjusted free cash flow of $6 billion to $7 billion.

The F-150 Disruption and Analyst Views

A central concern heading into the report is Ford's F-Series pickup truck line, particularly the F-150. The automaker has been working through supplier-related production problems that affected truck output for much of the past year. A separate, unrelated supplier issue then emerged toward the end of September, cutting F-150 production from more than 57,500 units in August to fewer than 43,000 in September, the report says.

Ford has described the disruption as "containable within" its existing 2026 adjusted earnings guidance. According to CNBC, Wall Street analysts broadly expect Ford to hold its 2026 outlook, though they differ on how the September production drop will show up in the quarterly numbers. Analysts are also watching warranty costs, which have been a recurring area of scrutiny.

Why It Matters for Job Seekers

Ford is one of the largest employers in the global automotive sector. Production disruptions and earnings pressure at major manufacturers can influence hiring plans, contractor demand, and supplier workforces across the industry.

If you work in automotive manufacturing or supply chains, consider watching Ford's official earnings release and any guidance update for signals about production volumes and workforce needs in the months ahead.
If you are a job seeker in engineering, logistics, or procurement, consider checking Ford's investor relations filings after the results are published, as commentary on supplier strategy may indicate where the company is investing.
If you follow the broader US industrial sector, consider noting the next scheduled earnings dates for other major automakers, which may offer a fuller picture of industry-wide trends.

Audience note: This story is relevant to anyone tracking employment conditions in the global automotive and manufacturing industries. This is a news summary, not investment advice.

Frequently asked questions

When is Ford reporting its third-quarter 2026 earnings?: Ford Motor is scheduled to release its third-quarter 2026 results after US markets close on Wednesday, 28 October 2026, according to CNBC.
What do analysts expect from Ford's Q3 2026 results?: Average analyst estimates compiled by LSEG, as reported by CNBC, project roughly a 2% revenue decline and about an 11% drop in adjusted earnings per share compared with the same quarter a year earlier.
How did the F-150 supplier issue affect Ford's production?: According to CNBC, a supplier problem cut Ford F-150 production from more than 57,500 units in August 2026 to fewer than 43,000 in September. Ford says the disruption is manageable within its 2026 guidance.