Ford Motor is set to report second-quarter results after markets close on Tuesday. Analysts expect adjusted earnings per share of 35 cents and automotive revenue of $45.86 billion, representing a 2.3% decline year-over-year. The second quarter of 2025 showed automotive revenue of $46.94 billion, adjusted EBIT of $2.14 billion, and a net loss of $36 million. Jefferies upgraded Ford and General Motors to buy from hold, with analyst Philippe Houchois expecting Q2 to be a trough before normalization of F-Series truck production, which has been disrupted for over a year due to aluminum supply issues at Novelis.
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