Ford Rouge Complex In Michigan

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Ford beats revenue estimates in Q4, with weaker-than-expected earnings

The Detroit automaker released its fourth-quarter and full-year results after the bell on Tuesday.

2/10/26 4:22PM

Detroit automaker Ford reported its Q4 earnings after the market closed on Tuesday, capping off a year dominated by tariffs, major EV policy shifts, and multiple fires at a key supplier’s factory.

Shares were modestly higher in after-hours trading. In its results, the company:

Posted adjusted earnings of $0.13 per share, vs. the $0.18 per-share consensus.
Booked $45.9 billion in fourth-quarter revenue, down 5% year over year but ahead of expectations of $43.6 billion.

Looking ahead, Ford said it expects adjusted earnings before interest and taxes of between $8 billion and $10 billion for the 2026 fiscal year. Analysts polled by FactSet had estimated $9.05 billion. Ford expects its electrified vehicles segment, Ford Model e, to lose between $4 billion and $4.5 billion in the year ahead.

Earlier this month, Ford reported a 5.3% drop in US sales in January. Truck sales dropped 9%, and EV sales plunged 69%. The automaker discontinued production of two SUVs in mid-December as part of its plan to launch its new EV production process in Louisville. The company plans to have a new $30,000 EV truck in 2027.

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