Ford reports quarterly earnings miss while CEO forecasts stronger performance in 2026

Ford missed quarterly forecasts due to supplier issues and tariffs. CEO Jim Farley expects a 2026 rebound driven by cost cuts and a new electric truck platform.

Insights:
Ford Motor Company reported quarterly adjusted earnings per share of 13 cents, falling below analyst forecasts of 19 cents. The shortfall contributed to a roughly 50% drop in quarterly core profit and an $11.1 billion fourth-quarter net loss. These results were driven by a substantial $19.5 billion writedown related to the Ford EV and software unit, which materially alters the company’s near-term earnings and cost outlook.
Ford Motor Bronco SUVs are displayed during media day of the Detroit Auto Show in Detroit, Michigan, U.S., on January 14, 2026. REUTERS/Rebecca Cook/File Photo
Ford Motor Bronco SUVs are displayed during media day of the Detroit Auto Show in Detroit, Michigan, U.S., on January 14, 2026. REUTERS/Rebecca Cook/File Photo
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