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Ford beats revenue estimates in Q4, with weaker-than-expected earnings

The Detroit automaker released its fourth-quarter and full-year results after the bell on Tuesday.

Max Knoblauch

Detroit automaker Ford reported its Q4 earnings after the market closed on Tuesday, capping off a year dominated by tariffs, major EV policy shifts, and multiple fires at a key supplier’s factory.

Shares were modestly higher in after-hours trading. In its results, the company:

  • Posted adjusted earnings of $0.13 per share, vs. the $0.18 per-share consensus.

  • Booked $45.9 billion in fourth-quarter revenue, down 5% year over year but ahead of expectations of $43.6 billion.

Looking ahead, Ford said it expects adjusted earnings before interest and taxes of between $8 billion and $10 billion for the 2026 fiscal year. Analysts polled by FactSet had estimated $9.05 billion. Ford expects its electrified vehicles segment, Ford Model e, to lose between $4 billion and $4.5 billion in the year ahead.

Earlier this month, Ford reported a 5.3% drop in US sales in January. Truck sales dropped 9%, and EV sales plunged 69%. The automaker discontinued production of two SUVs in mid-December as part of its plan to launch its new EV production process in Louisville. The company plans to have a new $30,000 EV truck in 2027.

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Nike sinks to lowest level since 2014 after warning of “challenged” sales environment in Q4 report

Did Nike do it?

Investors had a mixed reaction after the global sports apparel company reported its fourth quarter earnings on Tuesday after the bell. Shares initially rose 5% as Nike beat out Wall Street expectations amid a hefty tariff refund bonus. However, the stock then sank to its lowest level since August 2014 in postmarket trading.

Here are the Q4 numbers:

  • Revenue of $11.0 billion (estimate: $10.8 billion).

  • Adjusted earnings per share of $0.20 (estimate: $0.12).

Ahead of this report, Nike warned that results would be flattered by a one-time tariff refund (now estimated at roughly $0.52 per share for the bottom line). That gave the company an extra cushion in snapping its streak of seven quarters of year-over-year profit declines.

Over the past year, the company had been punished by tariffs on imported goods, stagnant consumer spending, and increasing competition from other footwear brands like New Balance, Adidas, and Hoka.

Outgoing CFO Matthew Friend deemed it an “increasingly challenging operating environment, where sell-through remains challenged.”

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