F

In its upcoming report, Ford Motor Company (F) is predicted by Wall Street analysts to post quarterly earnings of $0.39 per share, reflecting a decline of 13.3% compared to the same period last year. Revenues are forecasted to be $45.67 billion, representing a year-over-year decrease of 3.2%. The consensus EPS estimate for the quarter has undergone an upward revision of 8.8% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock. While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding. That said, let's delve into the average estimates of some Ford Motor metrics that Wall Street analysts commonly model and monitor. Based on the collective assessment of analysts, 'Revenues- Ford Pro' should arrive at $17.56 billion. The estimate indicates a year-over-year change of +1%. The consensus estimate for 'Revenues- Ford Credit' stands at $3.35 billion. The estimate points to a change of +0.1% from the year-ago quarter. The consensus among analysts is that 'Revenues- External Revenues- Ford Blue' will reach $26.30 billion. The estimate indicates a year-over-year change of -6.1%. Analysts predict that the 'Revenues- External Revenues- Ford Model e' will reach $1.25 billion. The estimate points to a change of -29.9% from the year-ago quarter. The collective assessment of analysts points to an estimated 'Wholesale Units - Ford Pro' of 381.79 thousand. The estimate is in contrast to the year-ago figure of 373.00 thousand. According to the collective judgment of analysts, 'Wholesale Units - Ford Blue' should come in at 679.71 thousand. Compared to the current estimate, the company reported 733.00 thousand in the same quarter of the previous year. It is projected by analysts that the 'Wholesale Units - Ford Model e' will reach 35.21 thousand. The estimate compares to the year-ago value of 50.00 thousand. Analysts expect 'Adjusted EBIT- Ford Pro' to come in at $1.81 billion. The estimate is in contrast to the year-ago figure of $1.99 billion. The average prediction of analysts places 'Adjusted EBIT- Ford Credit' at $592.37 million. The estimate is in contrast to the year-ago figure of $631.00 million. Analysts' assessment points toward 'Adjusted EBIT- Ford Blue' reaching $1.28 billion. The estimate is in contrast to the year-ago figure of $1.54 billion. View all Key Company Metrics for Ford Motor here>>> Shares of Ford Motor have demonstrated returns of -5.2% over the past month compared to the Zacks S&P 500 composite's -1.2% change. With a Zacks Rank #4 (Sell), F is expected to lag the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> . Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ford Motor Company (F) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Wall Street expects a year-over-year decline in earnings on higher revenues when Oshkosh (OSK) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 29. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This heavy vehicle manufacturer for the military, emergency and commercial companies is expected to post quarterly earnings of $3.01 per share in its upcoming report, which represents a year-over-year change of -5.9%. Revenues are expected to be $2.92 billion, up 8.5% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 3.11% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Oshkosh, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -4.05%. On the other hand, the stock currently carries a Zacks Rank of #4. So, this combination makes it difficult to conclusively predict that Oshkosh will beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Oshkosh would post earnings of $2.6 per share when it actually produced earnings of $2.87, delivering a surprise of +10.38%. Over the last four quarters, the company has beaten consensus EPS estimates two times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Oshkosh doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Ford Motor Company (F), another stock in the Zacks Automotive - Domestic industry, is expected to report earnings per share of $0.39 for the quarter ended September 2026. This estimate points to a year-over-year change of -13.3%. Revenues for the quarter are expected to be $45.67 billion, down 3.2% from the year-ago quarter. The consensus EPS estimate for Ford Motor has been revised 8.8% higher over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +2.34%. This Earnings ESP, combined with its Zacks Rank #4 (Sell), makes it difficult to conclusively predict that Ford Motor will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Oshkosh Corporation (OSK) : Free Stock Analysis Report Ford Motor Company (F) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Ford Motor Company (NYSE:F) is trying to improve profits while it funds electric vehicles and more capable driving features. At roughly seven times forward earnings, the stock looks cheap, but investors need to know whether that multiple reflects a lasting recovery. BlueCruise adds a software opportunity. But the larger investment case still depends on profitable vehicles, cost control, and enough cash left after spending. Compare Ford's BlueCruise opportunity with the 10 Best Autonomous Vehicle Stocks to Buy Now. Automakers do not need an unrestricted driverless taxi to earn money from new driving technology. They can sell features that make ordinary trips easier while customers stay responsible for driving. Ford Motor Company (NYSE:F)'s BlueCruise update describes continued improvements for F-150 owners. Ford reported sharply higher usage during 2025, which shows existing customers used the feature more. That is encouraging evidence of usefulness, but it does not disclose BlueCruise profit. Greater usage becomes valuable financially only if it supports paid adoption and retention at costs that leave a return. Ford can sell assistance before full autonomy arrives. Compare competing approaches in our self-driving car stocks list. The distinction matters technically too. Hands-free driver assistance still needs the driver's attention, so investors should not price it like a fully driverless commercial service. Ford's July 28 results reported quarterly revenue of $48.3 billion, down from $50.2 billion a year earlier. Adjusted earnings before interest and taxes still rose to $2.5 billion. Ford Motor Company (NYSE:F)'s quarterly filing credits the improvement to stronger Ford Blue and Model e results and better Ford Credit earnings, partly offset by weaker Ford Pro. But Ford reported a $1.3 billion net loss. The release pointed to a $3.6 billion, largely non-cash charge tied to the disposition of its BlueOval SK joint venture. The charge does not cancel the operating improvement. It does show that changing the investment plan has a real financial cost, so investors should read reported and adjusted results together. Ford generated $4.3 billion in operating cash flow and $2.1 billion in adjusted free cash flow during Q2. Both figures fell below their year-earlier levels, despite better adjusted profits. Ford's recovery depends on profitable vehicles. Compare manufacturers in our auto manufacturer stocks list. That is the strongest challenge to the recovery argument. Improving earnings become more valuable when cash generation follows, and not when cash depends on timing and adjustments. Management raised its annual adjusted operating profit outlook to $10 billion to $11 billion and its adjusted free cash flow outlook to $6 billion to $7 billion. Those forecasts support confidence in the business's direction, but Ford must still turn the outlook into cash. BlueCruise can add value. It cannot make up for weak vehicle economics or investment spending that earns disappointing returns. Ford Motor Company (NYSE:F)'s trailing EPS is negative, so a meaningful reported trailing P/E does not exist. Ford did not move from a reliable positive trailing multiple to a lower forward one. Its forward P/E is 6.96, so investors pay about $7 for each $1 of annual earnings analysts expect. That valuation rests on a return to dependable profits, supported by the operating improvements and the higher management outlook. The forward multiple sits below the 9.24 it showed on December 31, 2025, and the 8.82 on June 30, 2025. Investors pay less for forecast earnings than at those dates, but a lower multiple alone does not make a bargain. Customer demand also reaches investors through dealerships. Our auto and truck dealership stocks list offers another way to examine vehicle sales. The consumer-discretionary-sector median is 15.40 times forward adjusted earnings, and Ford's multiple sits far lower. Demand cyclicality, funding needs, and uneven cash conversion give business reasons for a discount. At the end of Q2 2026, 50 hedge funds held Ford, the same as in Q1. Their combined stakes totaled $1.02 billion, down from $1.12 billion. The lower value alone does not prove selling. Ford Motor Company (NYSE:F)'s low forward valuation supports holding the shares, but the cash flow decline makes a new purchase less convincing than the headline multiple suggests. A stronger buying case needs better adjusted earnings to turn into steadier cash after investment. A successful spending reset and lasting vehicle margins would support that outcome. Repeated charges, or cash generation that keeps lagging profits, would leave the discount justified. Compare Ford's profit recovery with the other 10 Best Autonomous Vehicle Stocks to Buy Now. While we acknowledge the risk and potential of F as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than F and that has 10,000% upside potential, check out our report about this cheapest AI stock. Read next: 12 Best Autonomous Driving Stocks to Buy Right Now and 10 Most Promising EV Stocks to Buy According to Analysts. Disclosure: None. Follow Insider Monkey on Google News.

US legacy automaker General Motors GM delivered strong third-quarter 2026 results yesterday. Its earnings per share grew 32.2% year over year to $3.70 and topped the Zacks Consensus Estimate of $3.55. Revenues of $50.02 billion increased 3% year over year and outpaced the consensus mark of $48.21 billion. On a further encouraging note, the company raised its adjusted automotive free cash flow forecast to $11.5-$12.5 billion from $9.5-$11.5 billion, and authorized a $20-billion multi-year share repurchase program. Despite all that, shares of General Motors declined 6.84% yesterday following the results. The reaction puts the spotlight on other major US automakers, with Tesla TSLA set to report its third-quarter results tonight and Ford F following on Oct. 28. So, what is behind GM's dip and does the pullback represent a buying opportunity now? Let us dig deeper. General Motors Company price-consensus-eps-surprise-chart | General Motors Company Quote Despite the strong quarter, several headwinds help explain why investors reacted cautiously. The most immediate is cost pressure. Higher prices for copper, steel, fuel and DRAM memory, partly driven by geopolitical tensions in the Middle East, are weighing on margins. GM expects commodity inflation, logistics and DRAM expenses to create a $2-billion headwind in 2026, with $1.3 billion already incurred through the third quarter, including $700 million in the quarter itself. If these pressures persist, management sees an additional $1-$1.5 billion EBIT-adjusted headwind in 2027. Tariffs and transition spending add to the burden. Gross tariff costs are expected near the low end of $2.5-$3.5 billion range this year, while GM anticipates $1-$1.5 billion of 2026 expenses tied to onshoring production, supply-chain improvements and software investments. Operational disruptions are other concerns. New full-size pickup launches are expected to reduce fourth-quarter 2026 output by about 35,000 units. With transitions underway across three assembly plants and three engine plants, more downtime is expected in 2027, leaving full-size pickup production broadly flat year over year. The electric vehicle business also remains a drag. EV sales have declined as GM trimmed production following the expiration of federal purchase incentives. Although lower capacity should narrow operating losses, the restructuring has been costly, with $11.2 billion in EV-related charges recorded since the second half of 2025, including $7.4 billion in cash costs. Roughly $1 billion in additional payments is expected in the fourth quarter, with the rest due in 2027. Image Source: General Motors Beyond the near-term noise, GM's long-term growth drivers remain firmly in place. The launch of next-generation Chevrolet Silverado and GMC Sierra trucks, featuring improved engines, advanced technology and premium trims, should support stronger pricing and a richer sales mix. Although production is expected to stay broadly flat in 2027, additional capacity in 2028 could help GM gain market share and lift profitability. The company's software and subscription business offers a promising way to diversify revenues beyond vehicle sales. OnStar's deferred revenues reached $6.8 billion in the third quarter, up roughly 40% year over year, while recognized revenues topped $800 million. GM expects realized digital revenues to surpass $3 billion in 2026, driven by OnStar subscriptions and Super Cruise adoption, and anticipates Super Cruise penetration in full-size pickups to rise fourfold to fivefold in 2027. Growing recurring revenues should improve visibility and support profitability over time. China also continues to contribute despite intense competition. Restructuring efforts delivered $32 million in equity income in the third quarter, marking the eighth consecutive profitable quarter, and management expects another profitable quarter ahead. Shareholder returns provide further support. GM repurchased $5.3 billion in shares through the third quarter and another $1 billion in October, fully using its prior authorization, and the board has approved a multi-year $20-billion buyback program. Image Source: General Motors Finally, GM is expanding beyond traditional manufacturing. GM Energy is building charging and energy storage offerings, while GM Defense has secured additional multi-year contracts and expects annual revenue growth above 30% with double-digit margins. GM's quarter was strong, but the stock's sharp drop reflects a market looking past the beat to the cost and execution risks ahead. Rising input costs, tariffs, truck-launch disruptions and a drawn-out EV reset are likely to dent profits, while flat 2027 pickup output limits near-term volume upside. The buyback and long-term growth drivers are meaningful, but they play out over time rather than justify rushing in. With cost pressures still to be worked through, the risk-reward looks balanced for now. While existing investors can stay put, new investors should wait for clearer margin visibility. GM currently carries a Zacks Rank #3 (Hold).You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report General Motors Company (GM) : Free Stock Analysis Report Ford Motor Company (F) : Free Stock Analysis Report Tesla, Inc. (TSLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). 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Wall Street expects a year-over-year decline in earnings on lower revenues when Ford Motor Company (F) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This company is expected to post quarterly earnings of $0.39 per share in its upcoming report, which represents a year-over-year change of -13.3%. Revenues are expected to be $45.67 billion, down 3.2% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 8.81% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Ford Motor, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +2.34%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination indicates that Ford Motor will most likely beat the consensus EPS estimate. While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Ford Motor would post earnings of $0.33 per share when it actually produced earnings of $0.42, delivering a surprise of +27.27%. Over the last four quarters, the company has beaten consensus EPS estimates three times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Ford Motor appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Another stock from the Zacks Automotive - Domestic industry, Paccar (PCAR), is soon expected to post earnings of $1.61 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +43.8%. Revenues for the quarter are expected to be $7.56 billion, up 23.9% from the year-ago quarter. Over the last 30 days, the consensus EPS estimate for Paccar has been revised 0.1% down to the current level. Nevertheless, the company now has an Earnings ESP of +1.04%, reflecting a higher Most Accurate Estimate. When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that Paccar will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ford Motor Company (F) : Free Stock Analysis Report PACCAR Inc. (PCAR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

- Ford (F) yields nearly 5% versus GM's (GM) sub-1%, making Ford the clear winner for investors who need cash income today. - GM's dividend is covered 18 times by free cash flow versus Ford's 2.6 times, making GM's payout far safer for long-term holders. - GM's stock gained 187% over ten years versus Ford's 62%, and a 37% share count reduction since 2023 makes it the stronger compounder. - Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor) Between Ford Motor Company (NYSE:F) and General Motors (NYSE:GM), which dividend is better for retirement savers? GM reported third-quarter adjusted EPS of $3.70 today, beating the $3.63 estimate, and announced a $20B buyback. Even so, the stock fell 7.84% in the session after management signaled rising cost pressures. Ford trades at $12.10 and is down 4.62% year to date. Ford pays $0.15 per share each quarter, or $0.60 a year. At the current price, that's a yield of about 4.96%. That regular amount is the reliable base for income planning. The larger payments of $0.33 in February 2024 and $0.30 in February 2025 were one-time extras, and the February 2026 payment came in at the regular quarterly rate. GM raised its quarterly dividend to $0.18 from $0.15, bringing the annual total to $0.72. On a $76.27 share price, that yields roughly 0.94%. Winner: Ford. If you've saved over $1,000,000, this guide is for you. The last thing you want in retirement is to run out of money, you want your money to generate lasting income while you enjoy your life. Now you can learn the strategies wealthy retirees use to fund their retirement with The Definitive Guide to Retirement Income from Fisher Investments. Download the guide today! (sponsor) Ford's dividend costs about $2.35 billion a year. The company expects $6 billion to $7 billion of adjusted free cash flow in 2026, so even the low end covers the payout about 2.6 times. Ford also holds $22.3 billion in cash. The weak spots sit on the balance sheet. Debt-to-equity stands at 4.66 and interest coverage at just 2.02. Ford posted a second-quarter GAAP net loss of $1.33B after $4.2B in special charges, and it expects Model e losses of about $4 billion this year. GM's dividend costs only about $632 million a year. Its raised adjusted automotive free cash flow guidance of $11.5–$12.5B covers that roughly 18 times at the low end. GM is profitable on a GAAP basis, with debt-to-equity of 2.13 and interest coverage of 4.00. Winner: GM. Over five years, GM's adjusted share price rose 37.96% while Ford's slipped 2.29%. Over ten years, the gap widened: GM gained 187.08% while Ford gained 62.16%. Ford is also the bumpier ride, with a beta of 1.939 compared with GM's 1.4. GM's chief executive said the company has "reduced our fully diluted shares by 37%" since 2023. As the share count shrinks, each remaining share claims a bigger piece of earnings and dividends. Winner: GM. For income investors who need cash today, Ford offers the better dividend. At a yield near 4.96%, covered more than twice over by free cash flow guidance, it pays real bills in a way GM's sub-1% yield cannot. Ford also raised its 2026 adjusted EBIT guidance to $10.0–$11.0B, and management said, "We remain committed to our investment grade rating in returning capital to shareholders." Ford's leverage is the risk to watch. Its next earnings report will show whether free cash flow stays on track as EV losses narrow. GM wins for retirement savers who are still years away from drawing income. A 20% dividend raise, heavy buybacks, and a stronger balance sheet make it the better compounder. GM also warned of a bumpy 2027, and today's selloff shows investors took that warning seriously. On dividend income alone, Ford holds the edge. If you've saved over $1,000,000, this guide is for you. The last thing you want in retirement is to run out of money, you want your money to generate lasting income while you enjoy your life. Now you can learn the strategies wealthy retirees use to fund their retirement with The Definitive Guide to Retirement Income from Fisher Investments. Download the guide today! (sponsor) Contact [email protected] for any questions or corrections.

- GM beat Q3 earnings and launched a $20B buyback, yet shares sank 8% because full-year guidance midpoints stayed flat despite the tighter range. - Ford slipped just 2% on the same news while Tesla barely moved, confirming the 8% selloff is entirely GM-specific. - GM's international profit cratered 87% and commodity costs are hitting the top of prior ranges, clouding an otherwise strong North American quarter. - Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Tesla didn't make the cut. Enter your email to see the names that beat TSLA. The report is free. Enter your email and see if any of your stocks made the cut. General Motors (NYSE:GM) coupled a Q3 2026 earnings beat with a fresh buyback, yet its full-year outlook is drawing sellers. In morning trading, General Motors shares are down 6% to $77.87. Guidance ranges that tightened around unchanged midpoints sit at the center of the selloff. Meanwhile, Ford Motor (NYSE:F) stock is down 2% to $11.94, a softer slide. Tesla (NASDAQ:TSLA) shares are down 0.3% to $366.95, holding close to even by comparison. For a sector-level check, the Consumer Discretionary Select Sector SPDR ETF (NYSEARCA:XLY) is down 0.1% to $114.40. At the same time, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.2% to $764.77, noting the General Motors stock selloff as company-specific. General Motors reported Q3 adjusted earnings per share (EPS) of $3.70, exceeding the $3.63 consensus. On the top line, General Motors revenue reached $50.02 billion against a $48.76 billion estimate. Alongside the results, the General Motors board approved a new $20 billion multiyear share repurchase authorization with no end date. That authorization follows completion of a prior $6 billion program, and directors also declared a quarterly dividend of $0.18 per share. ------ Free Report, Just Released Why Didn't TSLA Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And TSLA didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → ------ Management narrowed the full-year 2026 adjusted operating profit range at General Motors to $14.5 billion to $15.5 billion, from $14 billion to $16 billion. Unchanged midpoints meant the outlook delivered no upgrade to coupled with the beat and the buyback. Guidance for adjusted EPS at General Motors moved in step, tightening to $12.75 to $13.75 from $12 to $14. Its full-year profit forecast also missed Wall Street estimates, a gap now reflected in the slide in General Motors shares. General Motors raised its adjusted automotive free cash flow forecast to $11.5 billion to $12.5 billion, up from $9.5 billion to $11.5 billion. That stronger cash generation gives the new buyback a firmer funding base. Costs are moving the other way at General Motors. Leadership now expects commodity inflation, including memory chip costs, to land at the top of its prior range. Chief executive Mary Barra stated that the company is working to continue its momentum despite growing inflationary pressures. Outside North America, General Motors showed clear strain in Q3. Its international segment posted adjusted operating profit of $28 million, down 87.7%, while China equity income fell 60.3% to $32 million. Earlier this month, General Motors reported lower Q3 U.S. sales as a steep drop in electric vehicle sales offset pickup gains. Electric vehicle strategy also weighed on the quarter, which carried $238 million in strategic realignment charges. General Motors and Ford earn much of their profit from gas-powered pickups and SUVs. Ford shares are posting a far smaller decline despite that shared profit base. Tesla sells only electric vehicles. Notably, Tesla stock is barely moving this morning. As of June 30, Tesla stock made up 19.6% of the XLY consumer discretionary fund's net assets. In contrast, General Motors stock accounted for 1.7% of that fund. North America remains the engine for General Motors, with adjusted operating profit in that region up 43.4% to $3.59 billion in Q3. That strength, the raised cash flow forecast and the new buyback form the main argument for owning the shares. Unchanged guidance midpoints, a sharp international slowdown and rising input costs weigh on the outlook. Investors' General Motors share positions should stay moderate until commodity costs settle. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And TSLA wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. Read more here and see which stocks made the list -->> Contact [email protected] for any questions or corrections.

- GM enters Q3 with six consecutive EPS beats and shares up 45%, while Ally stock is down 18% despite record $13.3 billion in originations. - Ally's retail auto charge-offs of 1.57% stayed below its 2% full-year guide, but 13 downward analyst EPS revisions in 30 days signal rising caution. - Mary Barra called GM stock undervalued on October 12 and said the company holds its strongest vehicle portfolio ever. - Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and General Motors didn't make the cut. Enter your email to see the names that beat GM. The report is free. Enter your email and see if any of your stocks made the cut. General Motors (NYSE:GM) and Ally Financial (NYSE:ALLY) both report third-quarter results before the markets open on Tuesday, October 20, 2026. Together, the two reports show what Americans are paying for cars and how well they are paying back the loans. GM comes into the report with six consecutive EPS beats. In the second quarter, adjusted EPS of $3.57 came in ahead of the $3.18 consensus. The North America margin expanded 2.5 points to 8.6%, and management raised its full-year adjusted EPS guidance for the second time, to $12.00 to $14.00. Shares have gained 44.8% over the past year. Ally's second quarter was messier. Adjusted EPS of $1.21 missed the $1.22 consensus, even though originations rose 21% to $13.3 billion on a record 4.6 million applications. That built on a first quarter in which CEO Michael Rhodes cited a record 4.4 million consumer applications and $11.5 billion in originations, a 13% increase year over year despite lower industry sales. The stock is down 17.7% year to date. ------ Free Report, Just Released Why Didn't GM Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And GM didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → ------ Metric | GM | Ally Q3 2026 EPS estimate | $3.61 | $1.33 YoY EPS growth | 28.75% | 15.8% Q3 2026 revenue estimate | $48.67 billion | $2.29 billion YoY revenue growth | 0.16% | 5.9% FY2026 EPS estimate | $13.51 | $5.05 FY2026 EPS growth | 27.4% | 32.6% FY2026 revenue estimate | $185.83 billion | $9.01 billion FY2026 revenue growth | 0.45% | 13.9% For GM, the North America margin matters most. On The Clark Howard Podcast on September 21, 2026, Clark Howard said Ford Motor (NYSE:F) and GM decided they "would rather sell a lot less metal for a lot more money than get market share." If the 8.6% margin slips, buyers may be pushing back on price. Gross tariff cost guidance of $2.5 billion to $3.5 billion and any further EV charges deserve a close look; a third guidance raise would confirm that demand is holding. Ally shows whether those buyers can keep up with payments. Second-quarter retail auto net charge-offs of 1.57% came in below the full-year guidance of 1.8% to 2.0%, and 47% of originations came from the top credit tier. Delinquencies had improved year over year for five consecutive quarters, so check whether that streak continued. Analysts have turned more cautious, with 13 downward revisions to Q3 EPS estimates over the past 30 days. Deposits are the third piece. Ally's average retail deposit rate fell to 3.12%, which lifted net interest margin (excluding the original issue discount) to 3.63%. On August 25, 2026, Wes Moss answered a Clark Howard Podcast listener whose Ally rate had dropped. He warned that banks "give you a teaser rate and then they'll lower it over time," and pointed savers toward money market funds. GM CEO Mary Barra told Mad Money on October 12, 2026, "We do think the stock is undervalued. We have the strongest vehicle portfolio that we've ever had." On leaving Cruise, she said, "We're not in the taxi business, we're not in the bus business." Firm pricing at GM and clean credit at Ally would show that buyers are still paying up and paying back. Weakness in either report would change how investors see both stocks. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And GM wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. Read more here and see which stocks made the list -->> Contact [email protected] for any questions or corrections.

GM (GM) will report third quarter results before the bell Tuesday, with investors expecting the Big Three automaker to keep growing profit and perhaps raise its guidance.  For the quarter, GM is expected to report Q3 revenue of $48.52 billion per Bloomberg consensus, slightly above last quarter's $48.03 billion. GM's adjusted earnings per share are estimated at $3.57, with adjusted EBIT coming in at $4.02 billion.  In addition to government offsets that are reducing its tariff bill, GM has spent the past year reworking its supply chain, shifting production, and negotiating with suppliers to blunt the tariff hit.  That allowed GM to raise its full-year 2026 guidance for a second time this year after the release of Q2 results. For the full year, GM expects: - Adjusted EBIT of 14.0billion-16.0 billion (prior 13.5billion-15.5 billion) - Adjusted EPS of 12.00-14.00 (prior 11.50-13.50) - Adjusted automotive free cash flow of 9.5billion-11.5 billion (prior 9billion-11 billion) Yorkville Ives analyst Dan Ives believes GM will satisfy investors with its Q3 numbers. "We believe the print will show the core franchise doing what it has done all year: producing the cash and pricing discipline that fund the software and autonomy roadmap at the center of our thesis," he wrote in a note to clients on Monday. Ives has an Outperform rating on GM, with a $100 price target.  While profits have been growing, overall sales have been slipping.  Earlier this month, GM reported third quarter US sales of 670,974 vehicles, a drop of 5.5% compared to a year ago, as a collapse in EV sales offset gains from its pickups and small SUVs. Based on GM's model-by-model figures, EV sales fell about 62% to roughly 25.5K units, shrinking to under 4% of GM's US volume from more than 9% a year ago. Excluding EVs, GM's sales were essentially flat, up 0.3%. Sales of the Chevrolet Equinox EV plunged 92.4% to 1,905, the Blazer EV dropped 84.4%, the GMC Hummer EV slid 72.9%, and the Cadillac Lyriq fell 50.5%. GM's gas-powered trucks helped deflect EV losses. Light-duty pickup sales rose 9.3%, led by a 13.3% jump in the Chevrolet Silverado light-duty to 100,221, while the GMC Sierra light-duty gained 2.9%. Heavy-duty models were softer, with the Silverado HD down 10.1% and the Sierra HD off 6.9%. GM said it is on track to lead the full-size pickup segment for a seventh straight year. Despite decent financial performance for GM this year and boosted guidance, the stock is only marginally higher for the year, up around 1.6%.  Pras Subramanian is Lead Auto Reporter for Yahoo Finance. You can follow him on X and on Instagram. Click here for the latest stock market news and in-depth analysis, including events that move stocks Read the latest financial and business news from Yahoo Finance

The third-quarter earnings season for the Auto-Tires-Trucks sector kicks off on Oct. 20. Despite rising affordability pressures, the U.S. auto market has remained relatively resilient, supported by fleet purchases and demand from higher-income buyers. Easier access to credit has also helped cushion the impact of persistent inflation and weak consumer confidence. Per the Earnings Outlook report dated Oct. 14, the auto sector's earnings and revenues for third-quarter 2026 are expected to grow 3.4% and 0.6%, respectively, on a year-over-year basis. We have identified — with the help of the Zacks Stock Screener — a few auto players that are set to outshine the Zacks Consensus Estimate this earnings season. These include General Motors GM, PACCAR PCAR, Ford F and Rivian Automotive RIVN. Before we discuss the companies, let's take a look at the factors shaping the quarterly performance. The U.S. auto market continued to show resilience despite affordability pressures. New-vehicle sales declined 0.7% year over year to roughly 4.12 million units in the third quarter, per Cox Automotive. For the first nine months of 2026, sales fell about 2% to 12.06 million units. High fuel prices, persistent inflation and rising living costs have been weighing on household budgets, yet demand has held up better than expected. However, the strength is not evenly distributed. Kelley Blue Book reported that the average transaction price of a new vehicle rose for the fourth consecutive month in September to $50,562, approaching the record of $50,614 set in December 2025. This price environment is increasingly pushing budget-conscious buyers out of the new-car market, while wealthier consumers continue to support sales. Greater access to credit is also helping sustain demand. Fleet purchases are providing another important source of support. They accounted for 20% of U.S. vehicle sales during the first nine months, with government and rental purchases increasing 7%. In contrast, retail sales to individual consumers declined 5%, highlighting the growing importance of fleet demand in offsetting weakness in the consumer market. Electric vehicles (EVs) have also held up better than expected. U.S. EV sales reached 262,649 units in the third quarter, up 6.1% sequentially and marking their strongest quarterly showing since the third quarter of 2025. However, sales remained 39.5% below the year-ago level, but that's a tough comparison period when buyers rushed to purchase EVs ahead of the expiration of federal incentives. While it is not possible to be sure about which companies are well-positioned to beat earnings estimates, our proprietary methodology — Earnings ESP — makes it relatively simple. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. Earnings ESP shows the percentage difference between the Most Accurate Estimate and the Zacks Consensus Estimate. You can see the complete list of today's Zacks #1 Rank stocks here. Our research shows that for stocks with the abovementioned combination, the chances of an earnings beat are as high as 70%. General Motors: The company has an Earnings ESP of +1.22% and a Zacks Rank #3. The company is scheduled to release third-quarter results on Oct. 20. The Zacks Consensus Estimate for General Motors' to-be-reported quarter's earnings and revenues is pegged at $3.52 per share and $48.24 billion, respectively. EPS estimates for the third quarter have moved up by 2 cents in the past seven days. General Motors surpassed earnings estimates in each of the trailing four quarters. General Motors Company price-eps-surprise | General Motors Company Quote GM's vehicle deliveries declined in both key markets in the third quarter of 2026, falling 5.5% year over year to 670,974 units in the United States and 10% to 358,000 units in China. The slowdown could weigh on revenues, although expanding software and digital services may provide some cushion. GM's disciplined pricing strategy is another potential support for profitability. By keeping incentives below the industry average for more than three years, the automaker has avoided aggressive discounting, helping protect margins amid tariff-related costs and inflation. Reflecting this resilience, the Zacks Consensus Estimate for GM North America's operating income stands at $3.28 billion, up from $2.5 billion in the year-ago quarter. PACCAR: The company has an Earnings ESP of +1.04% and a Zacks Rank #3. The company is scheduled to release third-quarter results on Oct. 27. The Zacks Consensus Estimate for PACCAR's to-be-reported quarter's earnings and revenues (truck, parts and other) is pegged at $1.61 per share and $7.56 billion, respectively. EPS estimates for the third quarter have moved up by a cent in the past 60 days. PACCAR surpassed earnings estimates in two of the trailing four quarters and matched on the other occasions. PACCAR Inc. price-eps-surprise | PACCAR Inc. Quote Higher truck deliveries are likely to boost PACCAR's results. The company expects to deliver approximately 42,000 trucks in the to-be-reported quarter, implying an uptick of roughly 8% sequentially and 31% on a yearly basis. PACCAR Parts unit is also expected to boost revenues. Additionally, efficient manufacturing and disciplined cost management, PACCAR expects the margin to reach about 14.5% in the third quarter, up from 14.4% in the second quarter of 2025 and 12.5% in the year-ago period. The Zacks Consensus Estimate for PACCAR's Trucks and Parts pretax profit is pegged at $317 million and $468 million, implying year-over-year growth of 209% and 14%, respectively. Ford: The company has an Earnings ESP of +6.56% and a Zacks Rank #3. The company is scheduled to release third-quarter results on Oct. 28. The Zacks Consensus Estimate for Ford's to-be-reported quarter's earnings and automotive revenues is pegged at 39 cents per share and $45.7 billion, respectively. EPS estimates for the third quarter have moved down by 2 cents in the past seven days. Ford surpassed earnings estimates in three of the trailing four quarters, and missed once. Ford Motor Company price-eps-surprise | Ford Motor Company Quote Ford's focus on higher-margin vehicles is likely to have supported its performance ahead of earnings. The company's U.S. sales fell 6.6% year over year to 509,764 vehicles in the third quarter of 2026, largely due to the planned phase-out of the Escape and Corsair. However, demand for large SUVs, including the Explorer and Expedition, along with sales of the F-Series, Maverick and Super Duty trucks, is expected to have supported revenues and product mix. Ford is prioritizing trucks, large SUVs, off-road models and premium trims to protect pricing and profitability. Reflecting confidence in this strategy, management raised its 2026 Ford Blue EBIT guidance to $5-$5.5 billion from $4.5-$5 billion, anticipating a favorable product mix through the year. Rivian: The company has an Earnings ESP of +7.38% and a Zacks Rank #3. The company is scheduled to release third-quarter results on Oct. 29. The Zacks Consensus Estimate for Rivian's to-be-reported quarter's loss per share and revenues is pegged at 66 cents per share and $1.97 billion, respectively. Loss estimates for the third quarter have narrowed by one cent in the past seven days. Rivian incurred a lower-than-expected loss in each of the trailing four quarters. Rivian Automotive, Inc. price-eps-surprise | Rivian Automotive, Inc. Quote Rivian's third-quarter 2026 deliveries rose 45.8% year over year and 58% sequentially to 19,248 vehicles, exceeding the Zacks Consensus Estimate of 17,792 units. The launch of the more affordable R2 SUV, which began reaching customers in June, is likely to have fueled this growth by expanding Rivian's reach beyond its premium R1S and R1T models. The lower-priced offering is particularly important amid the expiration of federal EV tax credits, tariff pressures and subdued industry demand. Growth in software and services is another potential tailwind, with the Zacks Consensus Estimate for this segment's revenues at $622 million, up from $515 million in the second quarter and $416 million a year earlier. However, the R2 production ramp is expected to weigh on automotive gross profit again in the third quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ford Motor Company (F) : Free Stock Analysis Report PACCAR Inc. (PCAR) : Free Stock Analysis Report General Motors Company (GM) : Free Stock Analysis Report Rivian Automotive, Inc. (RIVN) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Ford (NYSE:F) has spent the past year cutting loose the costliest pieces of its electric-vehicle bet, and the payoff is already showing up in its gas, hybrid, and commercial businesses. The stock, though, still trades like the recovery might be a mirage. According to Bloomberg, a selloff in recent weeks has tested Wall Street's faith that Ford's earnings can keep climbing. Ford Blue sells gas and hybrid vehicles like the F-150, Bronco, and Maverick. Ford Pro sells work trucks, vans, and fleet software to businesses, while Ford Credit finances the purchases. Model e, the EV unit, still loses money. Yet, despite trading at a cheap forward earnings multiple, the legacy automaker fails to secure a spot among the 10 Best Undervalued Stocks to Buy in October. So is the market right to stay skeptical, or is it pricing Ford for a past the company has already walked away from? The answer depends less on EVs than on whether the truck machine can keep growing once this year's tailwinds fade. Ford's edge is scale in places rivals find hard to crack. It held a 41% share of the Class 1-7 commercial truck and van segment, based on registration data. Super Duty production hit 110,275 trucks in the third quarter, up 4.4% and its best quarter in 19 years. That fleet base is getting stickier. Paid software subscriptions grew 50% to 1.6 million, with more than 900,000 of them Ford Pro Intelligence accounts. Once a plumbing company runs its routes, maintenance, and charging through Ford's software, switching brands means retraining an entire operation, a lock-in that matters in a fight with rivals chasing the same fleet buyers; see the 10 Most Promising EV Stocks to Buy According to Analysts for analyses on these rivals. Ford's second-quarter report showed what the business looks like with the EV drag shrinking. Adjusted EBIT (earnings before interest and taxes, excluding one-time items) rose 17% to $2.5 billion. Ford Blue's EBIT jumped 72% to $1.1 billion, lifting its margin to 4.4% from 2.6%, and adjusted EPS climbed to $0.42 from $0.37. On a GAAP basis, Ford posted a $1.3 billion net loss. That came mostly from a $3.6 billion special charge tied to exiting its BlueOval SK battery joint venture and earlier EV program cancellations, and over $3 billion of it was non-cash. Management raised full-year adjusted EBIT guidance to $10 billion to $11 billion, up from $8.5 billion to $10.5 billion, and lifted adjusted free cash flow guidance to $6 billion to $7 billion. Third-quarter sales fell 6.6% to 509,764 vehicles, which Ford tied to the planned phase-out of the Escape and Corsair. Maverick Hybrid sales jumped 59.6% to a record 27,793 pickups, and Bronco set a third-quarter record, a hybrid-and-trucks formula that reinforces Ford (F) and General Motors (GM) Battle for Title of Most American-Made Automaker as both domestic giants lean heavily into high-margin domestic truck assembly over pure EVs. Model e still lost $919 million in the second quarter on just $1.0 billion of revenue. Ford Pro's EBIT fell $0.6 billion, to $1.7 billion, as it worked through temporary aluminum supply constraints linked to supplier Novelis. Ford expects about $1.0 billion of Novelis-related tailwind this year, mostly in the second half. That's the catch. While high-profile backing keeps Ford listed among the 10 Best Battery Stocks to Buy According to Billionaires, part of 2026's overall improvement is recovery, not growth, and recovery doesn't repeat. Analysts expect EPS growth of just 3.47% in 2027. A $1 billion warranty and material cost-cutting push could help close that gap, but it's an aim rather than a result so far. At 6.44 times forward earnings, as of October 12, investors pay about $6.44 for every $1 of expected profit. That's below Ford's own 5-year average of 7.78 and well under the sector's 14.80. Some of that discount is earned. Low-single-digit growth, a money-losing EV unit, and a business tied to the economic cycle don't deserve a market multiple. But Ford is now trading below its own history just as its books look cleaner, guidance is higher, and cash flow is improving. If you think the 2026 gains are mostly one-offs, 6.44 times looks about right. If even part of the cost work and fleet growth sticks, the gap to its 5-year average starts to look too wide. That sharp discount highlights the core debate as Tesla (TSLA), Ford (F), and GM (GM) Face a Weaker EV Market: Who Can Protect Profits? Hedge fund interest held steady, with 50 funds owning the stock in the most recent quarter, unchanged from the prior one. Short interest sits at 3.85% of the float, a relatively limited level of bearish positioning. The evidence points to a stock still priced for the Ford of a few years ago. The EV overhang is lighter, guidance is higher, and the fleet business keeps deepening its hold on customers. For patient value investors comfortable with auto-cycle swings, the setup looks more interesting than the multiple suggests. A Ford Pro margin rebound as aluminum supply normalizes would make the discount harder to justify. A flat 2027 outlook paired with stubborn Model e losses would suggest the market had it right. While we acknowledge the potential of F as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: Top 10 AI Stocks That Will Skyrocket and 2 Stocks Trump Bought in July Are Now Down 17% to 20%. Time to Buy? Disclosure: None. Follow Insider Monkey on Google News.