Ford Forecasts $0.20 EPS on $42.66B Q1 Revenue as EV Sales Plunge
Analysts forecast Q1 2026 EPS of $0.20 on revenue of $42.66 billion, though estimates range from $38.30 billion to $42.66 billion. Deliveries dropped 9% while electric vehicle sales plunged nearly 70%, and the balance sheet shows a debt-to-equity ratio of 4.66 with a current ratio of 1.07.
1. Q1 2026 Earnings Forecast
Analysts project EPS of $0.20 and revenue of $42.66 billion for the first quarter of 2026, with revenue estimates varying between $38.30 billion and $42.66 billion. A 43% year-over-year earnings growth is expected despite these mixed forecasts.
2. Delivery and EV Headwinds
Ford’s deliveries declined 9% in Q1 2026, reflecting softer demand across key markets. The electric vehicle division saw sales plunge nearly 70%, exacerbating deepening EV losses and pressuring profitability.
3. Balance Sheet Metrics and Liquidity Concerns
The balance sheet reveals a debt-to-equity ratio of 4.66, indicating heavy reliance on borrowing, while a current ratio of 1.07 suggests limited headroom to cover short-term liabilities. These metrics raise potential liquidity concerns if operational headwinds persist.