Ford Motor Company develops, delivers, and services a range of Ford trucks, commercial cars and vans, sport utility vehicles, and Lincoln luxury vehicles worldwide. It operates through Ford Blue, Ford Model e, and Ford Pro; Ford Next; and Ford Credit segments. The company sells Ford and Lincoln vehicles, service parts, and accessories through distributors and dealers, as well as through dealerships to commercial fleet customers, daily rental car companies, and governments. It also engages in vehicle-related financing and leasing activities to and through automotive dealers. In addition, the company provides retail installment sale contracts for new and used vehicles; and direct financing leases for new vehicles to retail and commercial customers, such as leasing companies, government entities, daily rental companies, and fleet customers. Further, it offers wholesale loans to dealers to finance the purchase of vehicle inventory; and loans to dealers to finance working capital and enhance dealership facilities, purchase dealership real estate, and other dealer vehicle programs. The company was incorporated in 1903 and is based in Dearborn, Michigan.

Ford looks cheap on valuation multiples, but much of that cheapness is explained by weak profitability and a heavy debt burden. P/S of 0.26, P/B of 1.41, and P/FCF of 6.53 are noticeably below the industry median, which supports the undervaluation thesis; however, P/E is effectively uninformative because it is zero in TTM and does not justify an aggressive upward revision. Gross margin of 8.2% is materially below the industry level, while operating and net margins in TTM are both zero, indicating instability in current earnings and weak conversion of revenue into bottom-line results. ROE, ROA, and ROI are also zero in TTM after stronger figures last year, so the quality of capital returns currently looks worse. Revenue remains very large and stable in absolute terms, but on its own it does not offset the automaker’s low margins and cyclicality. EBITDA and operating profit have fluctuated significantly in recent periods, confirming the business’s sensitivity to costs, demand, and model mix. Debt-to-equity of 3.07, with long-term debt above $109 billion, is the main constraint on the valuation, especially against the backdrop of declining profitability. Liquidity looks acceptable, but not comfortable: a quick ratio of around 0.93 and a current ratio of 1.09 leave a limited cushion. Dividend yield has declined compared with last year, so the dividend argument for a re-rating has become weaker. On the other hand, equity and cash positions remain significant, and price-to-book and price-to-cash-earnings still look moderate. Overall, the fundamentals support a cautious discount to the initial forecast rather than an upward revision, because the low valuation already partly reflects weak margins and high debt. For an investor, this is not a story about rapid multiple expansion, but about a gradual recovery in earnings quality and a reduction in financial risk.

UCHF-12.26

TTF-10.26

COFFEE-11.26

AFRICA-12.26

Ford Motor Company

Сильный индекс, значительно упал. Оптимистичный взгляд на свои позиции резко сменился на неуверенность.

Strong index, significantly down. An optimistic view of his position suddenly changed to uncertainty.

Средний индекс, значительно вырос. Нейтральный рынок.

Medium index, significantly up. Neutral market.

Сильный индекс, незначительно упал. Нейтральный рынок.

Strong index, slightly down. Neutral market.

Средний индекс, незначительно вырос. Отток средств из лонгов снизился, но остается значительным.

Medium index, slightly up. The outflow of funds from longs has decreased, but remains significant.

Средний индекс, незначительно упал. Приток средств в шорты снизился, но остается положительным.

Medium index, slightly down. The inflow of funds into shorts has decreased, but remains positive.

Ford appears undervalued on valuation multiples, but weak margins, high debt, and unstable profitability limit the potential for a re-rating.

Key Points
Tesla shares got a boost in October as vehicle deliveries beat Wall Street expectations.
I sold Meta Platforms when the shares surged amid the COVID-19 pandemic.
Holding your winners is key, since successful stocks tend to keep winning over time.
Shares of electric vehicle (EV) titan Tesla (NASDAQ: TSLA) are enjoying a surge in October. The company reported third-quarter vehicle delivery numbers ahead of Wall Street's estimates on Oct. 2, creating anticipation for promising earnings when the company announces Q3 results on Oct. 21. The stock closed at $382.70 on Oct. 9, up nearly 8% from the end of September.
However, shares are still down about 13% during the past 12 months. Given the October bump, is now the time to sell Tesla stock?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
I advise against it. I sold shares in another company after they experienced a spike back in 2021, and I regret it. That stock was Meta Platforms (NASDAQ: META), and it's a cautionary tale about the importance of adhering to a key Motley Fool investing philosophy: Let your winners keep winning.
In 2021, the world was suffering through the COVID-19 pandemic. People were staying home and spending large amounts of time online. This increased consumer traffic to Meta's web properties, causing shares of the social media giant to skyrocket to $382.18 on Sept. 7 of that year, a record closing price at the time.
That was quite the rise from its initial public offering price of $38 in 2012, the year I bought shares. The stock was a clear winner. However, I thought the pandemic-induced share price increase wouldn't last after society returned to normal. I was also dubious of Chief Executive Officer Mark Zuckerberg's plans for the metaverse, which he introduced in 2021. These factors drove me to sell.
In the short term, I was right. Meta's foray into the metaverse floundered, as its Reality Labs division lost $13.7 billion in 2022. The company's forecasts for user and revenue growth that year failed to materialize, and the stock fell.
Winners keep winning
Then, artificial intelligence (AI) arrived. Zuckerberg quickly pivoted Meta toward heavy investments in AI. The recent release of its Muse AI app was a hit, garnering 2 million daily users. Meta stock closed at $718.67 on Oct. 9, about double where I sold.
As Motley Fool co-founder David Gardner has stated, "Past performance may well be the single best indicator you and I have of future results. What do winners do? Winners win."
I forgot that valuable piece of advice. I may have gotten around a 10-fold return on Meta, which is awesome, but I missed out on shares that soared 88% from there, not to mention the passive income after Meta began paying a dividend in 2024.
All of that taught me you don't want to get rid of your winners. Tesla is one of those. It's quickly evolving beyond its electric-vehicle roots and leveraging AI as a key element in that evolution. In fact, famed Wall Street analyst Dan Ives believes it should not be evaluated as a car company, stating, "We view Tesla as one of the clearest ways to own physical AI in the public markets."
Why Tesla stock is worth holding
Tesla has been working on AI for more than a decade. This culminated in the launch of its autonomous ride-hailing business using the new Cybercab on Sept. 3, creating a new revenue stream. A month later, the company announced that more than 300 of these self-driving vehicles now serve Austin, Texas, an eightfold increase. The fast ramp-up indicates the Cybercab is gaining customer traction.
Capitalizing on AI is just the start. Tesla's vision for the future is a world of "sustainable abundance." This concept entails using technology sustainably to create boundless prosperity for all. This ambitious target highlights the company's commitment to tackling challenges once considered impossible, much like its early efforts to build a viable electric vehicle.
Today, it has succeeded in EVs. While its electric auto sales in the second quarter rose 23% year over year to $20.5 billion, rival Ford Motor Company experienced a huge 56% drop in Q2 EV revenue to $1 billion. Tesla's Q3 delivery numbers suggest more growth ahead.
The company's strong sales despite last year's expiration of federal EV tax credits, the Cybercab showing early success, and a far-flung vision for the future are some of the reasons I'm holding my Tesla shares. It could end up being the winning stock you were glad you didn't sell too early.
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Robert Izquierdo has positions in Ford Motor Company, Meta Platforms, and Tesla. The Motley Fool has positions in and recommends Meta Platforms and Tesla. The Motley Fool has a disclosure policy.

Should You Sell Tesla? I Sold 1 Other Winner Too Early. Here's What I Learned.

Key Points
Ford Motor reported revenue growth in 2025 driven by its strong commercial segment and diverse vehicle portfolio.
General Motors maintained positive profitability despite slightly lower sales, supported by high-margin internal combustion trucks.
Which Detroit automaker represents the better investment for your portfolio in 2026?
The transition to electric vehicles continues to test Detroit's giants. Choosing between Ford Motor (NYSE:F) and General Motors (NYSE:GM) requires weighing sales growth against bottom-line stability as the industry evolves.
Ford is prioritizing its commercial Ford Pro segment and electric Ford Model e, while GM focuses on maintaining high profits from internal combustion trucks to fund its future. Both companies trade at low valuations, but their diverging paths in 2026 create unique opportunities for investors watching the automotive market.
The case for Ford Motor
Ford operates through three primary segments: Ford Blue for gas-powered vehicles, Ford Model e for electric vehicles, and Ford Pro for commercial customers. It serves a wide range of retail, government, and rental clients and is a leader among consumer discretionary stocks. In its latest annual report, filed for the fiscal year ended Dec. 31, 2025, the company noted it does not depend on any single customer for a material portion of its business.
In FY 2025, revenue reached nearly $187.3 billion, representing growth of roughly 1.2% over the prior year. This top-line increase resulted in a net margin of approximately -4.4%, leading to a net loss of about $8.2 billion for the period. This represents a significant shift from the previous fiscal year, when the company posted net income of nearly $5.9 billion.
As of its December 2025 balance sheet, the debt-to-equity ratio was roughly 4.7x. This metric, which divides total debt by shareholders' equity, indicates how much a company relies on borrowing. The current ratio, which measures the ability to cover short-term debts with short-term assets, was approximately 1.1x. Ford generated free cash flow of nearly $12.5 billion, which represents the cash remaining after subtracting capital expenditures from operating cash flow.
The case for General Motors
General Motors manages a portfolio of brands, including Chevrolet, Buick, GMC, and Cadillac, across various global markets. The company distributes its vehicles through an extensive network of independent authorized dealers to reach retail and fleet customers. These fleet clients include commercial businesses, government agencies, and rental companies that rely on General Motors for high-volume vehicle needs.
In FY 2025, revenue reached nearly $185.0 billion, which was a decrease of approximately 1.3% from the prior year. While sales dipped slightly, the company remained profitable, reporting net income of nearly $2.7 billion and a net margin of roughly 1.5%. This was a decline from the $6.0 billion in net income recorded during the previous fiscal year, reflecting changing consumer demand.
As of its December 2025 balance sheet, the company maintained a debt-to-equity ratio of roughly 2.1x. This suggests the company carries less debt relative to its equity than its primary domestic rival. The current ratio was approximately 1.2x, while free cash flow reached nearly $11.1 billion. This cash flow figure represents the money left over after paying for capital investments.
Risk profile comparison
Ford faces intense competition from global manufacturers and the rapid rise of Chinese electrified vehicle companies in international markets. Supply chain disruptions affecting key raw materials such as lithium and rare-earth minerals continue to pose operational challenges. The company is also navigating regulatory hurdles, including NHTSA-related consent orders and the need to align manufacturing strategy with shifting fuel economy standards.
General Motors relies heavily on the profitability of its internal combustion trucks and SUVs to fund its technological pivot. The company faces risks if consumer adoption of electric vehicles remains slower than anticipated in the coming years. Furthermore, General Motors faces ongoing litigation over product quality and significant regulatory scrutiny of vehicle emissions and data privacy practices.
Valuation comparison
General Motors appears slightly cheaper on an earnings basis, while Ford offers a lower multiple relative to its total sales.
Metric
Ford Motor
General Motors
Forward P/E
6.5x
5.8x
P/S ratio
0.3x
0.4x
Valuation metrics include those sourced from Financial Modeling Prep (FMP) and may differ from those of other data providers.
The Forward P/E is a measure of the stock price compared to future earnings estimates over the next year. The P/S ratio compares the company's total market value to its sales over the past twelve months.
Which stock would I buy in 2026?
When comparing Ford Motor and General Motors, investors should consider a few key factors. Let's have a look at them and see what that tells us about each stock.
First off, there's valuation. Both stocks are extremely affordable, with P/E ratios under 7x and P/S ratios under 0.5x. That said, there's a reason these stocks have very modest valuations. Neither one is substantially growing its respective revenue base. Both companies have averaged only 2.9% year-over-year revenue growth over the last three years. When adjusted for inflation, that's effectively no growth whatsoever.
Another factor to consider is each company's balance sheet. Both companies have considerable debt. Ford has the larger debt load, with nearly $132 billion in net debt; GM has just shy of $100 billion in net debt. What's more, both companies continue to add to their debt burdens. Over the last five years, Ford's net debt has increased by almost 47%; GM's net debt has expanded by 27%.
One final factor to weigh is shareholder returns. These come in two major forms: dividend payments and stock buybacks. Ford wins the dividend battle hands down. It offers a dividend yield of 4.9%, while GM has a modest dividend yield of only 0.9%. As for stock buybacks, GM has a clear lead. The company has a $6 billion program that has been active since January 2026. Ford has a much smaller program, approximately $400 million. Over the last five years, GM has reduced its shares outstanding by nearly 40%, while Ford's total outstanding shares have increased by 5.6%.
In summary, Ford Motor and General Motors are both facing a range of challenges, including high debt loads, macroeconomic headwinds, and competitive and technological pressures. As a result, neither stock has matched the performance of the S&P 500 over the last five years. However, if forced to choose between these two stocks, GM, with its superior stock buyback program and smaller debt load, is preferable to Ford stock, in my view.
Should you buy stock in Ford Motor Company right now?
Before you buy stock in Ford Motor Company, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ford Motor Company wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
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Jake Lerch has positions in Ford Motor Company. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy.

Ford Motor vs. General Motors: Which Consumer Stock Is a Better Buy in 2026?

The NASDAQ 100 After Hours Indicator is down -10.55 to 30,797.38. The total After hours volume is currently 150,344,592 shares traded.
The following are the most active stocks for the after hours session:
Grab Holdings Limited (GRAB) is +0.0102 at $3.09, with 10,888,982 shares traded. As reported by Zacks, the current mean recommendation for GRAB is in the "buy range".
Warner Bros. Discovery, Inc. (WBD) is +0.02 at $30.96, with 7,829,526 shares traded. WBD's current last sale is 99.87% of the target price of $31.
Nike, Inc. (NKE) is -0.0398 at $33.83, with 6,758,463 shares traded. NKE's current last sale is 80.55% of the target price of $42.
Walmart Inc. (WMT) is +0.01 at $104.27, with 5,864,662 shares traded. As reported by Zacks, the current mean recommendation for WMT is in the "buy range".
Ford Motor Company (F) is +0.0096 at $12.11, with 4,668,489 shares traded. F's current last sale is 80.73% of the target price of $15.
NVIDIA Corporation (NVDA) is +0.08 at $234.03, with 4,663,123 shares traded. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
NextEra Energy, Inc. (NEE) is +0.0947 at $76.92, with 4,241,897 shares traded. NEE's current last sale is 77.31% of the target price of $99.5.
GameStop Corporation (GME) is +0.0471 at $24.75, with 3,838,220 shares traded.
Invesco QQQ Trust, Series 1 (QQQ) is +0.06 at $749.64, with 3,711,406 shares traded. This represents a 34.92% increase from its 52 Week Low.
Exelon Corporation (EXC) is unchanged at $40.73, with 3,282,123 shares traded., following a 52-week high recorded in today's regular session.
Pfizer, Inc. (PFE) is -0.01 at $27.79, with 3,064,153 shares traded. PFE's current last sale is 99.25% of the target price of $28.
Southern Company (The) (SO) is unchanged at $83.72, with 2,453,925 shares traded., following a 52-week high recorded in today's regular session.

After Hours Most Active for Oct 2, 2026 : GRAB, WBD, NKE, WMT, F, NVDA, NEE, GME, QQQ, EXC, PFE, SO

Ford Motor Company (F) ended the recent trading session at $12.06, demonstrating a -1.95% change from the preceding day's closing price. This change lagged the S&P 500's 0.25% loss on the day. At the same time, the Dow lost 0.86%, and the tech-heavy Nasdaq gained 0.24%.
The stock of company has fallen by 11.13% in the past month, lagging the Auto-Tires-Trucks sector's loss of 2.07% and the S&P 500's loss of 0.42%.
Investors will be eagerly watching for the performance of Ford Motor Company in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of $0.41, marking a 8.89% fall compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $45.7 billion, indicating a 3.15% decrease compared to the same quarter of the previous year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $1.86 per share and a revenue of $176.03 billion, representing changes of +70.64% and +1.14%, respectively, from the prior year.
Any recent changes to analyst estimates for Ford Motor Company should also be noted by investors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. Ford Motor Company is holding a Zacks Rank of #3 (Hold) right now.
Looking at its valuation, Ford Motor Company is holding a Forward P/E ratio of 6.63. This signifies a discount in comparison to the average Forward P/E of 15.79 for its industry.
We can also see that F currently has a PEG ratio of 0.25. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Automotive - Domestic industry currently had an average PEG ratio of 0.96 as of yesterday's close.
The Automotive - Domestic industry is part of the Auto-Tires-Trucks sector. At present, this industry carries a Zacks Industry Rank of 45, placing it within the top 19% of over 250 industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
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Ford Motor Company (F) Registers a Bigger Fall Than the Market: Important Facts to Note

The NASDAQ 100 After Hours Indicator is up 60.57 to 30,469.07. The total After hours volume is currently 230,327,767 shares traded.
The following are the most active stocks for the after hours session:
NVIDIA Corporation (NVDA) is +0.31 at $228.69, with 12,851,930 shares traded. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
Exelon Corporation (EXC) is unchanged at $40.40, with 6,232,092 shares traded., following a 52-week high recorded in today's regular session.
AT&T Inc. (T) is +0.049 at $24.45, with 6,083,108 shares traded. As reported by Zacks, the current mean recommendation for T is in the "buy range".
Warner Bros. Discovery, Inc. (WBD) is -0.01 at $30.94, with 5,211,459 shares traded. WBD's current last sale is 99.81% of the target price of $31.
Apple Inc. (AAPL) is +0.24 at $333.26, with 4,646,189 shares traded. AAPL's current last sale is 99.48% of the target price of $335.
Amazon.com, Inc. (AMZN) is +0.3 at $249.45, with 4,144,296 shares traded. As reported by Zacks, the current mean recommendation for AMZN is in the "buy range".
Alphabet Inc. (GOOGL) is +4.9201 at $349.00, with 4,095,616 shares traded. As reported by Zacks, the current mean recommendation for GOOGL is in the "buy range".
AH Realty Trust, Inc. (AHRT) is +0.01 at $6.11, with 3,019,629 shares traded. AHRT's current last sale is 81.47% of the target price of $7.5.
Bank of America Corporation (BAC) is +0.0555 at $54.49, with 2,985,949 shares traded. As reported by Zacks, the current mean recommendation for BAC is in the "buy range".
Dow Inc. (DOW) is -0.2346 at $27.31, with 2,679,169 shares traded. DOW's current last sale is 78.02% of the target price of $35.
Ford Motor Company (F) is -0.008 at $12.05, with 2,666,766 shares traded. F's current last sale is 80.35% of the target price of $15.
PG&E Corp (PCG) is -0.03 at $12.22, with 2,562,596 shares traded., following a 52-week high recorded in today's regular session.

After Hours Most Active for Sep 30, 2026 : NVDA, EXC, T, WBD, AAPL, AMZN, GOOGL, AHRT, BAC, DOW, F, PCG

The NASDAQ 100 Pre-Market Indicator is up 113.21 to 30,390.02. The total Pre-Market volume is currently 190,255,671 shares traded.
The following are the most active stocks for the pre-market session:
Nokia Corporation (NOK) is +0.192 at $10.31, with 3,734,826 shares traded. As reported by Zacks, the current mean recommendation for NOK is in the "buy range".
Ford Motor Company (F) is +0.01 at $12.39, with 3,193,293 shares traded. F's current last sale is 82.6% of the target price of $15.
NIO Inc. (NIO) is -0.12 at $3.47, with 3,129,126 shares traded. NIO's current last sale is 64.26% of the target price of $5.4.
ACV Auctions Inc. (ACVA) is -0.05 at $10.41, with 1,612,273 shares traded. ACVA's current last sale is 99.14% of the target price of $10.5.
BitMine Immersion Technologies, Inc. (BMNR) is +0.79 at $27.63, with 1,492,532 shares traded. As reported by Zacks, the current mean recommendation for BMNR is in the "buy range".
SLB Limited (SLB) is -0.69 at $50.80, with 1,251,227 shares traded. As reported by Zacks, the current mean recommendation for SLB is in the "buy range".

Pre-Market Most Active for Sep 29, 2026 : NOK, F, NIO, ACVA, BMNR, SLB

Key Points
Over the last eight quarters, Ford Motor consistently generates higher total revenue volume than Tesla, although Tesla demonstrates a much faster rate of top-line expansion.
Both companies have displayed notably uneven quarter-over-quarter revenue patterns, featuring multiple distinct periods of sequential contraction followed by strong subsequent rebounds rather than a steady upward trajectory.
Investors analyzing these trends should watch whether the broad revenue gap separating the two companies continues to narrow over time or if the historical distance stabilizes in the upcoming reporting quarters.
Ford Motor: Massive Scale Amid Fluctuating Revenue Trends
Ford Motor Company (NYSE:F) primarily generates revenue by designing, manufacturing, financing, and servicing a broad spectrum of combustion and electric vehicles (EVs), including trucks, commercial vans, and sport utility vehicles for global retail consumers and large institutional fleet operators.
During the third quarter, it announced a new multi-energy vehicle manufacturing joint venture with Geely Auto located in Spain, and it separately initiated a safety recall covering certain trucks in the United States and Canada to address improperly secured fuel tank hardware components.
Tesla: Recent Quarters Highlight Revenue Growth Acceleration
Tesla (NASDAQ:TSLA) earns the vast majority of its revenue by producing and distributing electric sedans and sport utility vehicles directly to retail consumers worldwide, alongside developing comprehensive solar power generation systems and industrial energy storage solutions.
In September, it officially launched a dedicated robotaxi commercial service operating within a geofenced area in Texas, while also commencing high-volume production and direct customer deliveries of its commercial electric truck from a dedicated Nevada manufacturing facility.
Why Revenue Matters for Investors
Revenue provides an essential baseline measurement of market demand before accounting for business expenses. Closely tracking this top-line financial figure helps investors understand the total scale and growth trajectory of a business.
Quarterly Revenue Trends for Ford Motor and Tesla
Calendar quarter
Ford Motor Revenue
Tesla Revenue
Q3 2024
$46.2 billion (quarter ended Sept. 30, 2024)
$25.2 billion (quarter ended Sept. 30, 2024)
Q4 2024
$48.2 billion (quarter ended Dec. 31, 2024)
$25.7 billion (quarter ended Dec. 31, 2024)
Q1 2025
$40.7 billion (quarter ended March 31, 2025)
$19.3 billion (quarter ended March 31, 2025)
Q2 2025
$50.2 billion (quarter ended June 30, 2025)
$22.5 billion (quarter ended June 30, 2025)
Q3 2025
$50.5 billion (quarter ended Sept. 30, 2025)
$28.1 billion (quarter ended Sept. 30, 2025)
Q4 2025
$45.9 billion (quarter ended Dec. 31, 2025)
$24.9 billion (quarter ended Dec. 31, 2025)
Q1 2026
$43.3 billion (quarter ended March 31, 2026)
$22.4 billion (quarter ended March 31, 2026)
Q2 2026
$48.3 billion (quarter ended June 30, 2026)
$28.2 billion (quarter ended June 30, 2026)
Data source: Financial Modeling Prep. Data as of Sept. 25, 2026.
Foolish Take
A look at the revenue trends for Ford Motor Company and Tesla offer key insights about both businesses. Ford's revenue towers over its electric vehicle rival given it's over a century old, but I admire how Tesla's innovative approaches to the automotive industry pushed the older carmaker toward strengthening margins and capital efficiency.
In the second quarter, Ford's adjusted EBIT was up 17% year over year to $2.5 billion even though sales dropped from 2025. It's targeting $1 billion in cost reductions for 2026 as well. The venerable auto manufacturer now offers software subscription services, which grew about 50% year over year in Q2, adding a new source of revenue.
I'm doubtful Ford would have delivered these improvements if Tesla had not blazed a path that proved automotive manufacturers could do better. The company's $28.2 billion in Q2 sales is an impressive 26% year-over-year increase considering federal EV tax credits expired in September of 2025. By comparison, Ford's EV division generated only $1 billion in Q2 revenue, falling 56% year over year.
Should you buy stock in Ford Motor Company right now?
Before you buy stock in Ford Motor Company, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ford Motor Company wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $383,680!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,382,954!*
Now, it’s worth noting Stock Advisor’s total average return is 937% — a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
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Robert Izquierdo has positions in Ford Motor Company and Tesla. The Motley Fool has positions in and recommends Tesla. The Motley Fool has a disclosure policy.

Ford Motor vs. Tesla: What Revenue Trends Reveal About These Automotive Titans

Key Points
Ford currently looks slightly stronger on revenue, outperforming General Motors in five of the last eight comparable quarters, though the numerical difference between the two companies remained relatively narrow throughout most of the observed time frame.
The two companies demonstrated fluctuating quarter-over-quarter revenue patterns over the last two calendar years, revealing a mixed trajectory characterized by alternating periods of expansion followed by subsequent contractions in their reported top-line figures.
Investors should monitor whether the overall revenue gap between the two companies remains tightly grouped or if one separates from the other in upcoming quarters.
Ford Motor: Fluctuating Quarter-to-Quarter Revenue Patterns
Ford Motor (NYSE:F) primarily generates revenue by designing, producing, and selling trucks, commercial vans, and luxury Lincoln vehicles globally, while also providing retail installment contracts, direct financing leases, wholesale dealer loans, and commercial fleet financing services to a broad base of consumers and enterprise organizations.
It established plans for a multi-energy vehicle manufacturing joint venture in Spain with Geely Auto, and it initiated a comprehensive skilled labor workforce training alliance alongside prominent corporate partners like BlackRock and Alphabet's Google.
General Motors: Maintaining Tight Competition in Quarterly Revenue
General Motors (NYSE:GM) earns most of its revenue by manufacturing a diverse lineup of trucks, commercial sport utility vehicles, and passenger cars worldwide, in addition to offering subscription-based connected vehicle services, specialized fleet vehicle sales to government agencies, and comprehensive automotive financing options for retail buyers.
While confirming strategic plans to reintegrate popular smartphone interfaces into its upcoming truck models, it issued a safety recall affecting hundreds of thousands of vehicles experiencing software issues with their rearview cameras.
Why Revenue Matters for Investors
Revenue here refers to the data provider's standardized income-statement revenue line item, providing a broad measure of total incoming money before any expenses are subtracted.
Quarterly Revenue for Ford Motor and General Motors
Q3 2024
$46.2 billion (quarter ended Sept. 30, 2024)
$48.8 billion (quarter ended Sept. 30, 2024)
Q4 2024
$48.2 billion (quarter ended Dec. 31, 2024)
$47.7 billion (quarter ended Dec. 31, 2024)
Q1 2025
$40.7 billion (quarter ended March 31, 2025)
$44.0 billion (quarter ended March 31, 2025)
Q2 2025
$50.2 billion (quarter ended June 30, 2025)
$47.1 billion (quarter ended June 30, 2025)
Q3 2025
$50.5 billion (quarter ended Sept. 30, 2025)
$48.6 billion (quarter ended Sept. 30, 2025)
Q4 2025
$45.9 billion (quarter ended Dec. 31, 2025)
$45.3 billion (quarter ended Dec. 31, 2025)
Q1 2026
$43.3 billion (quarter ended March 31, 2026)
$43.6 billion (quarter ended March 31, 2026)
Q2 2026
$48.3 billion (quarter ended June 30, 2026)
$48.0 billion (quarter ended June 30, 2026)
Data source: Financial Modeling Prep. Data as of Sept. 21, 2026.
Foolish Take
Watching a company's quarterly revenue trends can tell investors several things. It can be an indicator of market demand and give investors hints about future growth trajectories. It's clear from the data above that iconic Detroit rivals Ford and GM remain locked in a tight race for customer dollars.
In addition to revenue, investors should also keep an eye on gross profit margin, which indicates how much revenue the company makes after making and selling its product. The automotive industry is known for its low profit margins. Ford's gross profit margin for Q2 2026 was 7.32%, while GM's was 7.64% -- another tight race.
While both companies benefit from their size, reputation, and large contracts, they also face stiff competition and an evolving landscape. Both companies are working on new energy technologies, which could prove costly up front and eat into their margins. Investors should pay attention to this new business segment, as widespread adoption could reinvigorate these legacy automakers, but manufacturing and marketing expenses could lead them to underperform in the short term.
Should you buy stock in Ford Motor Company right now?
Before you buy stock in Ford Motor Company, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ford Motor Company wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $383,680!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,382,954!*
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Sarah Sidlow has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet and BlackRock. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

Ford Motor Company vs. General Motors: A Close Revenue Race

Key Points
Many investors buy Ford for its moderately-high 4.6% forward dividend yield.
Based on cash flow forecasts, Ford's regular quarterly payouts appear well-covered for now.
Given Ford's tendency to suspend dividends during "black swan" events, plus the stock's cyclical price action and poor dividend growth history, dividend-focused investors may want to look elsewhere.
Ford Motor Company (NYSE: F) has a forward dividend yield of around 4.6%. Alongside its regular quarterly cash dividend of 15 cents per share, the automaker issues special dividends when the company achieves higher cash flow and profitability.
It's difficult to predict when Ford will pay out these special dividends. Based solely on the dividend, should dividend-focused investors make this a long-term holding?
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Ford's dividend history and recent fiscal performance offer clues
In the last 20 years, Ford has suspended its dividend twice: In 2007, ahead of the Great Recession, and in the aftermath of the COVID-19 outbreak in 2020. While Ford reinstated its dividend within two years of the pandemic, the earlier suspension lasted over five years. Put simply, Ford is willing to pull the dividend when times get tough.
That said, Ford's regular dividend appears well-covered. Based on current earnings forecasts, Ford has a forward payout ratio of just 30.6%, far lower than many popular dividend stocks. Management's full-year 2026 guidance calls for adjusted free cash flow of between $6 billion and $7 billion. Based on a current share count of around 4 billion outstanding, Based on a current outstanding share count of around 4 billion, Ford's 60 cents per share in annual dividends account for just 34% to 40% of this free cash flow figure.
Why I wouldn't buy for the dividend alone
Numerous headwinds have weighed on the automaker's profitability and price performance, including inflation, the rollback of its vehicle electrification pivot, and, more recently, tariffs. If these issues continue to ease, enabling Ford to report positive GAAP earnings in 2026 and 2027, the stock, trading at just 7 times forward earnings today, could re-rate to a higher earnings multiple.
However, would I buy Ford as a "set it and forget it" dividend stock? Given the cyclicality of both its operating and stock price performance, plus the risk that ongoing geopolitical and economic uncertainty drives the next "black swan event," not to mention Ford's poor track record of dividend growth, this is not a strong choice for dividend-focused investors.
Should you buy stock in Ford Motor Company right now?
Before you buy stock in Ford Motor Company, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ford Motor Company wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $386,781!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,379,943!*
Now, it’s worth noting Stock Advisor’s total average return is 936% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 26, 2026.
Thomas Niel has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

Is Ford Stock a Buy for Its Dividend?

Key Points
Over the past decade, Ferrari stock’s 742% gain trounces Ford’s 84% total return (which includes dividends).
A well-funded and highly ambitious entrepreneur has a significantly better chance at copying Ford’s business model from scratch than replicating Ferrari.
Investors will notice that earnings growth is a major driver of stock performance over time.
In the world of brand status, Ferrari (NYSE: RACE) is in an elite category. This statement holds up regardless of industry. Consumers around the globe aspire to own its luxury vehicles.
Ford Motor Company (NYSE: F), on the other hand, caters to a mass market audience. The Detroit car manufacturer, founded in 1903, has been a leader in unit sales. It has a strong position in SUVs and pickup trucks.
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Over the next 10 years (and beyond), though, I predict that Ferrari will be a much more promising investment candidate than Ford. Besides looking at their historical track records, investors should consider other critical factors such as moats and profit growth. The better automotive stock is apparent.
History doesn't lie
While past performance is no indication of what the future holds, the wisest investors don't ignore track records. History doesn't lie.
Ford has put up a disappointing performance. In the past decade, its share price has increased by only 8% (as of Sept. 22). However, including dividends, the total return over that period is 84%, which is much better.
But this doesn't hold a candle to Ferrari's impressive showing. The Italian company's shares have climbed 742% over the last 10 years. Had you invested $10,000 in the stock in late September 2016, you'd have more than $84,000 today. This gain not only outpaces Ford's, but it's also much better than the S&P 500 index's total return.
Differentiation creates lasting value
If some highly ambitious entrepreneur had access to unlimited capital, design and engineering talent, raw materials, and regulatory compliance, I'd argue that it would be much easier to replicate Ford's business model from a standing start. Money would pour into research and development efforts, expanding manufacturing, developing a smooth supply chain, and sales and marketing to get a brand-new car on the market.
This isn't to say success is certain. However, Ford's lack of durable competitive strengths exposes it to the constant threat from industry rivals and new market entrants introducing vehicles that capture demand.
It would be almost impossible for that same entrepreneur to copy what Ferrari does. A rich racing heritage and first-class design and technical capabilities support the company's success. Because of these variables, Ferrari is viewed by consumers as an aspirational good or a collector's item more than a tool to get from point A to point B.
Ferrari has pricing power, something Ford doesn't possess. This is an obvious sign that the former has developed an economic moat. Ferrari intentionally caps the supply of cars that it produces and ships. Management's priority is to maintain the strength of the brand.
This is evidenced by the company's first fully electric vehicle, called the Luce, revealed in May. Initial reactions were of disappointment, raising questions about whether Ferrari had lost its edge. At a charity auction in August, though, an exclusive model of the Luce sold for $40 million. Demand is robust for anything this business makes.
Earnings growth is the driver
If you buy Ford today over Ferrari with the plan to hold the stock for 10 years, then you're likely making a bet that the Detroit carmaker will register faster profit gains. Since fundamental performance drives the stock in the long run, this is the assumption you're making.
Again, we can turn to history for valuable context. From the second quarter of 2016 to the most recent quarter (Q2 2026 ended June 30), Ford's net income went from just under $2 billion to $1.3 billion. This translates to a cumulative loss of 33%. That's nothing to be pleased about.
During that same 10-year stretch, Ferrari's net income soared 377%, boosted by steadily rising sales figures and exceptional margins. And that's precisely why the stock has performed significantly better than Ford. I expect this trend to continue.
Should you buy stock in Ferrari right now?
Before you buy stock in Ferrari, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ferrari wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $386,781!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,379,943!*
Now, it’s worth noting Stock Advisor’s total average return is 936% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 26, 2026.
Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Ferrari. The Motley Fool has a disclosure policy.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.