Ford Motor Company (NYSE: F) beats Q2 2026 adjusted Non-GAAP EPS consensus of ~$0.35 per share (July 28, 2026)
Hit
✦ AI-generated prediction
Published on 18. July 2026
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Predicted for 28. July 2026
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Based on: Historical Cycle
Ford reports Q2 2026 after market close on July 28. Consensus EPS is $0.35, representing ~-5.4% YoY decline (Q2 2025: ~$0.37). Analysts have already lowered estimates due to EV losses (Model e) and tariff impacts, reducing the bar for a beat. Ford Pro (commercial, profitable) and Blue (ICE) segments remain stable. F-Series price increases have partially offset tariff effects. Historical EPS beat rate for Ford: ~60-65%.
Data basis for this prediction
- Yahoo Finance: Ford Motor Q2 2026 EPS-Konsens 0,35 USD, Berichtsdatum 28. Juli 2026 (nach Börsenschluss)
- MarketBeat: Ford Motor Q2 2026 earnings report – YoY-Rückgang -5,4% erwartet (18. Juli 2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Ford berichtete am 28. Juli 2026 nach Marktschluss ein bereinigtes Non-GAAP-EPS von 0,42 USD – ein deutlicher Beat gegenüber dem Konsens von 0,35 USD (+0,07 USD bzw. +20 %). Treiber waren operative Effizienzgewinne, stabile Fahrzeugpreise und ein günstiger Modell-Mix (v. a. F-Series). Ford Pro erzielte 1,7 Mrd. USD EBIT bei 9,7 % Marge, Ford Blue 1,1 Mrd. USD EBIT. Ford hob daraufhin den Jahres-EBIT-Ausblick auf 10–11 Mrd. USD an; die Aktie stieg nachbörslich rund 6–7 %. Quellen: CNBC (https://www.cnbc.com/2026/07/28/ford-motor-f-earnings-q2-2026.html), Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/ford-motor-company-f-beats-212004009.html), MarketBeat (https://www.marketbeat.com/earnings/reports/2026-7-28-ford-motor-stock/).
📈 Economy
✦ AI
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✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.