Ford Motor Company (NYSE: F) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. $0.35 per share (July 28, 2026, after close)
Hit
✦ AI-generated prediction
Published on 21. July 2026
·
Predicted for 28. July 2026
·
Based on: Historical Cycle
Ford reports Q2 on July 28 (5 PM ET). Consensus: $0.35/share. Ford Pro (commercial vehicles, F-150, Transit) remains the profit engine; US import tariffs benefit domestic manufacturers. Ford raised full-year guidance after Q1 2026 and beat EPS consensus in 3 of last 4 quarters (TIKR). Headwinds: Model e EV segment still burning capital, raw material costs elevated.
Data basis for this prediction
- Ford Q2-2026-Ergebnistermin: 28. Juli 2026, 17:00 Uhr ET (Yahoo Finance / Ford Pressemitteilung, Juli 2026)
- Konsens-EPS ca. $0,35 (LSEG/Bloomberg, Stand Juli 2026)
- Ford Q1 2026: Jahreszielführung angehoben (Ford Investor Relations, April 2026)
- Ford historische EPS-Beat-Rate ~75 % in 4 Quartalen (TIKR.com, 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 meldete am 28. Juli 2026 (nach Börsenschluss) einen bereinigten Non-GAAP-EPS von 0,42 USD je Aktie und übertraf damit den Konsens von ca. 0,35 USD deutlich (~20 % Beat). Zusätzlich hob Ford die Jahresprognose für das bereinigte EBIT auf 10–11 Mrd. USD an (vorher 8,5–10,5 Mrd. USD). Treiber waren starke operative Ergebnisse in Ford Pro (F-Series, Transit), resiliente Fahrzeugpreise und ein günstiger Produktmix. Der GAAP-Nettogewinn war durch EV- und BOSK-Sonderbelastungen negativ, was jedoch den Non-GAAP-Beat nicht beeinträchtigte. Quellen: CNBC (ford-motor-f-earnings-q2-2026), Yahoo Finance (ford-q2-2026-earnings-beat), Alphastreet (Q2-Preview), MarketBeat (Earnings Report 28.07.2026).
📈 Economy
✦ AI
The S&P 500 closed at 7,636.36 on 9 September 2026. Falling below 7,450 by month-end would require a 2.4% decline. Headwinds: Fed rate hike of 25bp on 16 September (CentralBank.Watch: 59% probability), August PPI above expectations (+5.4% YoY), Iran-Gulf risk premium. Stabilizing factors: hike largely priced in (Polymarket: 93% for zero 2026 cuts), Q2 earnings solid, no recession signals. Historically, a single 25bp September hike rarely causes a monthly decline above 2.5%.
📈 Economy
✦ 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.