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A month has gone by since the last earnings report for Ford Motor Company (F). Shares have added about 37.8% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Ford Motor due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Ford reported first-quarter 2026 adjusted earnings per share of 66 cents, which beat the Zacks Consensus Estimate of 20 cents by 232.3%. The bottom line increased from 14 cents in the prior-year quarter.F’s total automotive revenues rose 6.4% year over year to $39.82 billion, which surpassed the Zacks Consensus Estimate of $39.34 billion by 1.21%. The company’s consolidated first-quarter revenues came in at $43.3 billion, up 6.4% year over year.Ford Pro paid software subscriptions climbed 30% year over year to 879,000, highlighting continued momentum in recurring revenue streams. F generated adjusted EBIT of $3.5 billion and an adjusted EBIT margin of 8.1% in the quarter, reflecting a sharp improvement from the year-ago period driven by selling higher-value vehicles, better pricing and growth in both software and service-related businesses.A major contributor was a $1.3 billion one-time IEEPA tariff benefit related to payments made between March 2025 and February 2026. Ford Blue generated $23.9 billion in revenues in the first quarter, up 14% from last year. Better product mix and higher pricing helped offset a slight drop in wholesales. Sales volumes fell 1% to 584,000 units, but strong demand for key models and a better mix supported overall performance.EBIT jumped to $1.94 billion from $96 million a year ago, lifting the margin to 8.1%. The improvement was driven by favorable market conditions, growth in software and service-related businesses and lower compliance costs. Results also got a boost from about $0.7 billion in IEEPA tariff gains. However, aluminum supply constraints linked to Novelis, which mainly affected Super Duty availability, acted as a headwind. Ford Pro segment reported revenues of $14.7 billion, down 3% from last year, as wholesales fell 10% to 316,000 units. The decline was mainly due to production disruptions related to Novelis.Despite the disr...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved record quarterly revenue of $19.8 million, attributed to the successful unification of products under the Transcend platform and deepening customer relationships. Growth in recurring subscription and support revenue, which rose approximately 11.7%, was bolstered by successful go-lives with Northridge Finance in the UK and Ford China. The Transcend Retail solution is seeing strong demand in the US BMW dealership market, with management targeting expansion to approximately 350 locations over a two-year timeframe. Strategic differentiation is being driven by embedding AI directly into existing workflows, such as the AI-enabled credit decisioning engine, rather than offering standalone features. Services revenue experienced a moderation compared to the prior year due to the transition of implementation projects into recurring revenue streams and the absence of a one-time prior-year contract amendment. Management attributes improved gross margins of 55.6% to a higher mix of license fees and the continued scaling of the subscription-based model. Reaffirmed full-year fiscal 2026 revenue guidance of approximately $73 million to $74 million based on current pipeline visibility. Anticipates continued double-digit organic growth by focusing on the US dealer market and expanding the unified Transcend platform's AI capabilities. Management is actively evaluating M&A opportunities as a secondary lever to specifically accelerate the growth of the US business footprint. The company expects the current pattern of revenue and margin improvement to persist, supported by a healthy pipeline and interest from both new and existing customers. Recognized a one-time $400,000 charge related to a retrospective adjudication of the Pakistan super tax regime, which impacted net income but not core operations. Working capital movements and a decrease in cash were primarily driven by the timing of annual maintenance billings and large customer collection cycles. Management noted that while macroeconomic and currency dynamics remain a consideration, the diversified global model provides a hedge against regional volatility. A significant portion of the quarter's revenue spike was driven by a $50 million, four-year renewal with a Tie...

ST. PAUL, Minn., May 12, 2026 /PRNewswire/ -- At today's Annual Meeting of Shareholders, 3M (NYSE:MMM) shareholders overwhelmingly supported each of the proposals recommended for approval by the company. Preliminary Shareholder Voting Results 3M shareholders today voted on the following business items: 1) Shareholders supported 10 directors for one-year terms: David P. Bozeman, President, Chief Executive Officer and Director, C.H. Robinson Worldwide, Inc. Thomas "Tony" K. Brown, retired Group Vice President, Global Purchasing, Ford Motor Company William M. "Bill" Brown, Chairman of the Board and Chief Executive Officer, 3M Company Audrey Choi, retired Chief Sustainability Officer and Management Committee Member, Morgan Stanley Anne H. Chow, retired Chief Executive Officer, AT&T Business James R. Fitterling, Chair and Chief Executive Officer, Dow Inc. Suzan Kereere, President, Global Markets, PayPal Neil G. Mitchill, Jr., Executive Vice President and Chief Financial Officer, RTX Corporation Pedro J. Pizarro, President, Chief Executive Officer and Director, Edison International Thomas W. Sweet, retired Chief Financial Officer, Dell Technologies 2) Shareholders supported the appointment of PricewaterhouseCoopers LLP as 3M's independent registered public accounting firm for 2026. 3) Shareholders supported, on an advisory basis, executive compensation, as described in the company's Notice of Annual Meeting and Proxy Statement. 3M will disclose the final voting results on each item of business properly presented at the Annual Meeting on Form 8-K to be filed with the SEC. About 3M 3M (NYSE: MMM) is focused on transforming industries around the world by applying science and creating innovative, customer-focused solutions. Our multi-disciplinary team is working to solve tough customer problems by leveraging diverse technology platforms, differentiated capabilities, global footprint, and operational excellence. Discover how 3M is shaping the future at 3M.com/news. Please note that the company announces material financial, business and operational information using the 3M investor relations website, SEC filings, press releases, public conference calls and webcasts. The company also uses the 3M News Center and social media to communicate with our customers and the public about the company, products and services and other matters. It is possible that the information 3M p...

Strattec Security Corporation STRT reported third-quarter fiscal 2026 adjusted earnings of 90 cents per share, missing the Zacks Consensus Estimate of $1.14 by 21.1%. Adjusted earnings declined 40% from $1.50 a year ago. Net sales were $137.6 million, down 4.5% year over year, and came in below the consensus estimate of $141 million by about 2.4%. Results reflected lower North American OEM production on key platforms and the impact of EV program cancellations. STRT stock currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Strattec Security Corporation price-consensus-eps-surprise-chart | Strattec Security Corporation Quote The quarter’s revenue mix underscored STRT’s close ties to large automotive programs. General Motors accounted for 28% of third-quarter sales, followed by Ford at 21% and Stellantis at 16%. Tier 1 customers contributed 15%, commercial and other customers represented 11% and Hyundai/Kia made up 9%. Product concentration also remained clear. Door handles represented 26% of sales and power access products contributed 24%. Keys and locksets were 20% of the mix, with latches at 13%, user interface controls at 8%, aftermarket at 7% and other products at 2%. The mix highlights STRT’s positioning in access and security content per vehicle, but also means near-term results can swing with platform volumes. Cost headwinds were evident even as the company executed on internal actions. Gross profit was $22.7 million compared with $23.1 million in the prior-year quarter, reflecting lower volume. However, gross margin improved 50 basis points year over year to 16.5%, thanks to restructuring savings and recoveries from customer program cancellations. Restructuring savings totaled $1.7 million and recoveries tied to customer program cancellations added $0.6 million. Those benefits were partly offset by $2.5 million of higher costs from unfavorable foreign exchange movements, a $0.5 million increase in labor and benefit costs, and $0.3 million of incremental tariff costs. Operating discipline was pressured by higher overhead spending. Selling, administrative and engineering expenses increased $1.6 million year over year to $17.6 million, representing 12.8% of sales versus 11.1% in the prior-year period. The increase reflected a mix of strategic and recurring cost items. STRT cited $1.4 milli...

Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expe

Harley-Davidson, Inc. HOG reported first-quarter 2026 earnings of 22 cents per share, missing the Zacks Consensus Estimate of 34 cents by 36.1%. Earnings also dropped 79% from $1.07 a year ago. Profitability deteriorated sharply despite the revenue beat. Harley-Davidson posted consolidated operating income of $23 million versus $160 million in the year-ago quarter, pushing operating margin down to 2% from 12.1%. Net income attributable to the company fell to $25 million from $133 million, reflecting pressure across key segments. Revenues at Harley-Davidson Motor Company (HDMC) came in at $1,055 million, which declined 2% year over year but topped the Zacks Consensus Estimate of $958 million by 10.7%. The quarter featured a 22% year-over-year reduction in global dealer inventory of new motorcycles, underscoring the company’s push to better align wholesale with retail demand. HOG currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Harley-Davidson, Inc. price-consensus-eps-surprise-chart | Harley-Davidson, Inc. Quote Demand indicators were better than the income statement suggests. Global retail motorcycle sales rose 8% year over year to 33,507 units, led by North America, where retail sales increased 14% to 23,803 units. The company cited strength in the United States, particularly in the Touring category, along with a favorable response to the 2026 motorcycle lineup. Outside North America, results were softer. EMEA retail sales declined 3% year over year, while Asia Pacific fell 9%. Latin America was a bright spot, with retail up 21%, supported by gains in Brazil and Mexico. Management also pointed to encouraging early reception of its new RIDE marketing platform and said it is preparing to activate its “Back to the Bricks” growth strategy. Revenues from HDMC decreased 2% to $1,055 million as global motorcycle shipments slipped 3% to 37,295 units. Within HDMC, motorcycle revenues fell 3% to $836 million, parts and accessories dipped 1% to $142 million, and apparel was flat at $57 million, reflecting a mixed top-line backdrop. The bigger issue was margin compression. HDMC's gross margin declined to 25.3% from 29.1% and its operating margin dropped to 1.8% from 10.8% a year earlier. The company attributed the deterioration to the cost of new or increased tariffs, the net effect of global pricing...

Cummins Inc. CMI delivered adjusted earnings of $6.15 per share in the first quarter of 2026, up 3.2% year over year and 9.8% above the Zacks Consensus Estimate. Revenues of $8.40 billion rose 2.7% from the year-ago quarter and topped the consensus mark by 0.9%. The quarter reflected solid execution in key end markets, highlighted by an adjusted EBITDA margin of 17.7% of sales. Strength in power generation, particularly for data center-related demand, stood out as a meaningful contributor to results. CMI currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Cummins Inc. price-consensus-eps-surprise-chart | Cummins Inc. Quote CMI’s Engine segment posted sales of $2.67 billion, down 4% year over year amid the decline in lower medium-duty and heavy-duty truck demand in the United States, which more than offset stronger construction-related demand in China. Profitability in the segment was pressured as well. Segment EBITDA was $279 million (down from $458 million in the first quarter of 2025) and the margin declined to 10.4% (compared with 16.5% in the year-ago quarter), reflecting lower volumes and higher compensation costs. Cummins’ Components segment generated $2.53 billion of sales, a 5% decline from the prior-year period. The drop was tied primarily to softer heavy- and medium-duty demand in North America, while international demand improved in markets such as China and Brazil. Segment EBITDA totaled $337 million, translating to a 13.3% margin, down from $382 million or 14.3% of sales. Lower volumes weighed on the margin performance versus the year-ago quarter. CMI’s Distribution segment was a bright spot, with sales rising 7% year over year to $3.12 billion. Growth was driven by increased demand for power generation products, with particularly strong momentum tied to data center applications. Segment EBITDA increased to $444 million, and the margin expanded to 14.2% from 12.9% of sales. Higher volumes more than offset cost pressures, including higher compensation expense, supporting improved profitability. Cummins’ Power Systems segment delivered the sharpest acceleration in the quarter. Sales climbed 19% year over year to $1.96 billion, supported by increased power generation demand across North America and international markets, including China and the Asia Pacific. The segment also showed m...

Automotive manufacturer Ford (NYSE:F) reported Q1 CY2026 results beating Wall Street’s revenue expectations , with sales up 6.4% year on year to $43.25 billion. Its non-GAAP profit of $0.66 per share was significantly above analysts’ consensus estimates. Is now the time to buy F? Find out in our full research report (it’s free). Revenue: $43.25 billion vs analyst estimates of $41.72 billion (6.4% year-on-year growth, 3.7% beat) Adjusted EPS: $0.66 vs analyst estimates of $0.19 (significant beat) Adjusted EBITDA: $4.91 billion vs analyst estimates of $2.06 billion (11.4% margin, significant beat) Operating Margin: 5.4%, up from 0.8% in the same quarter last year Sales Volumes were down 3.8% year on year Market Capitalization: $49.1 billion Despite exceeding Wall Street’s expectations for both revenue and non-GAAP profit in the first quarter, Ford’s results were met with a negative market reaction. Management attributed the quarter’s outperformance to a combination of higher net pricing, strong growth in software and services, and operational discipline. CEO Jim Farley noted, “Our results this quarter reflect sharp execution and the momentum we are building for our Ford+ plan.” However, management also cited ongoing challenges in core vehicle sales volumes and highlighted elevated commodity costs, which offset some of the operational gains. Looking forward, Ford’s updated guidance is shaped by continued investment in electrification, software-defined vehicles, and cost-saving initiatives. Management expects further material and warranty cost reductions and is betting on growth in high-margin digital and physical services. CFO Sherry House emphasized, “Our guidance does not include potential impacts from a sustained conflict in the Middle East or a significant downturn in the U.S. economy.” The company remains focused on launching its universal EV platform and expanding recurring revenue streams, while also preparing for uncertainties in commodity prices and global supply chains. Management pointed to improved product mix, rising software and services revenue, and strategic cost actions as primary drivers of the quarter’s financial performance, while acknowledging persistent commodity headwinds and lower vehicle sales volumes. Software and services growth: Ford’s paid software subscriptions reached 879,000 in Q1, a 30% year-over-year increase, with management h...

PHINIA Inc. PHIN delivered first-quarter 2026 adjusted earnings of $1.29 per share, up 37.2% year over year and above the Zacks Consensus Estimate of 92 cents by 40.2%. The upside was driven by higher volumes and disciplined cost control. Net sales were $878 million, increasing 10.3% from the year-ago quarter and topping the consensus mark of $840 million by 4.5%. Adjusted EBITDA margin held firm at 13.1%, supported by supplier savings, overhead controls and tariff recoveries. PHINIA currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. PHINIA Inc. price-consensus-eps-surprise-chart | PHINIA Inc. Quote Fuel Systems unit led the top-line advance, with segment sales of $549 million compared with $490 million a year ago. The Aftermarket business remained a steady contributor, generating $329 million versus $306 million in the prior-year period. PHINIA highlighted that foreign currency and the acquisition of SEM added to the quarter’s growth, while underlying demand also improved. Excluding those factors, net sales still advanced 3.6%, aided by stronger volumes in Asia and the Americas alongside tariff recoveries. Operating income improved to $69 million from $62 million, translating to an operating margin of 7.9% versus 7.8% a year ago. Higher sales helped lift gross profit to $188 million from $172 million, though gross margin edged down to 21.4% from 21.6%. Selling, general and administrative expenses increased to $115 million from $107 million, while restructuring expenses declined to $3 million from $5 million. Segment profitability remained differentiated, with an adjusted EBITDA margin of 9.3% in Fuel Systems versus 17% in Aftermarket, underscoring the value of the service-oriented mix. PHINIA continues to target strategic growth markets that diversify end-market exposure and fuel technologies. In Fuel Systems, the company won a compressed natural gas fuel rail assembly contract with a leading global OEM, marking its third consecutive quarter of a major alternative-fuel program win in India. PHINIA also secured a jet fuel direct injector program for unmanned aerial drone engines with a new customer, leveraging its gasoline direct injector technology. Another quarter win included a direct injection fuel rail assembly with a major Chinese OEM, supporting a luxury SUV platform equipped with a d...

Garrett Motion Inc. GTX posted first-quarter 2026 earnings of 49 cents per share, up 63.3% from 30 cents a year ago. The bottom line beat the Zacks Consensus Estimate of 43 cents, delivering a 15.4% earnings surprise. Net sales came in at $985 million, up 12.2% year over year and ahead of the consensus mark of $917 million by 7.39%. Results reflected solid demand across the portfolio and disciplined execution, with adjusted EBIT margin expanding to 15.3%. GTX currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Garrett Motion Inc. price-consensus-eps-surprise-chart | Garrett Motion Inc. Quote Garrett’s top-line performance was supported by higher demand across all verticals in the quarter. The company pointed to gains in passenger vehicles and strong performance in commercial vehicle, off-highway, and industrial end markets as key contributors. By category, reported sales increased 10% in gasoline and 12% in diesel, aided by new application launches and program ramp-ups. Commercial vehicle/industrial revenues rose 17% on strength across regions, while aftermarket sales advanced 16%, helped by demand and a favorable product mix. Gross profit increased to $196 million from $179 million in the year-ago quarter. However, gross margin dipped to 19.9% from 20.4%. On the cost side, the cost of goods sold rose to $789 million from $699 million, largely tied to higher volumes and unfavorable currency impacts. Headwinds from lower productivity net of labor inflation and repositioning costs, import tariffs and product mix were partly offset by lower RD&E costs and commodity, transportation and energy deflation. Selling, general and administrative expenses edged down to $58 million from $59 million in the prior-year quarter. Management attributed the modest improvement to lower professional services, bad debt recovery and lower personnel costs, partially offset by unfavorable currency impacts. Below operating lines, other expense declined sharply to $1 million from $7 million, aided by the absence of prior-year refinancing-related professional fees. Interest expense declined to $27 million from $29 million, while non-operating income rose to $8 million from $1 million, supported by the resolution of certain environmental liabilities and foreign exchange transactional gains. Net cash provided by operating...

Ford Motor Company (F) came out with quarterly earnings of $0.66 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +232.33%. A quarter ago, it was expected that this company would post earnings of $0.17 per share when it actually produced earnings of $0.13, delivering a surprise of -23.53%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Ford Motor, which belongs to the Zacks Automotive - Domestic industry, posted revenues of $39.82 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.21%. This compares to year-ago revenues of $37.42 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Ford Motor shares have lost about 5.5% since the beginning of the year versus the S&P 500's gain of 4.3%. While Ford Motor has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Ford Motor was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy)...

The first-quarter reporting season for the Auto-Tires-Trucks space has kicked off, with a mixed start. So far, four S&P 500 players—Tesla, Genuine Parts, General Motors and PACCAR—have announced results. Tesla, General Motors and PACCAR managed to top earnings expectations, while Genuine Parts fell short. According to the April 22 Earnings Trends report, the broader auto sector is still expected to deliver solid growth. First-quarter 2025 earnings are projected to rise 10.9% year over year, with revenues likely to increase 3.4%. Many key auto players are scheduled to report their first-quarter 2026 results tomorrow. These include O’Reilly Automotive ORLY, Ford F, Lithia Motors LAD, Penske Automotive PAG and Carvana CVNA. Before we discuss how these companies are expected to fare this time, let’s take a look at the broader factors shaping the quarterly performance of the auto sector. The U.S. auto market lost some momentum in the first quarter of 2026, though the slowdown isn’t entirely surprising. A key factor has been tough comparisons with last year, when demand was temporarily boosted by buyers rushing purchases ahead of tariff hikes. That pull-forward effect has naturally weighed on current volumes. Affordability continues to be a major constraint. Elevated vehicle prices combined with high interest rates have discouraged many potential buyers, leading to weaker retail demand. On top of that, severe winter conditions and higher fuel costs added to consumer caution. Data from GlobalData shows retail vehicle sales fell 16% last month, while fleet demand proved relatively resilient, slipping just over 2%. Although the seasonally adjusted annual rate (SAAR) improved slightly from February levels, it still trailed last year’s pace. According to Cox Automotive, SAAR for the quarter came in at roughly 15.5 million units, down from about 16 million a year earlier. In short, the industry entered the year at a more moderate pace. High costs, lingering supply constraints and a normalization from last year’s demand surge have created a more challenging operating environment for automakers in the first quarter. Our proprietary model indicates that a company needs to have the right combination of two key ingredients — a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) — to increase the odds of an earnings beat. You can uncover the best stock...