By Katherine Hamilton

Ford Motor is scheduled to report its fourth-quarter financial results after the market closes on Tuesday. Here is what to know.

REVENUE: The automaker is expected to report $43.6 billion in sales, compared with $48.2 billion in the previous fourth quarter, according to FactSet.

NET INCOME: The Dearborn, Mich., company is expected to post a profit of $680.5 million, compared with $1.82 billion the year before, according to FactSet.

EARNINGS PER SHARE: Adjusted earnings are expected to come in at 18 cents a share, compared with 39 cents a share the prior year.

The stock has risen 4.2% during the past three months and recently traded around $13.70.

WHAT TO WATCH

--Ford vehicle sales in the U.S. declined in January as the company is reversing course on its electric-vehicle investment. Total U.S. sales were down 5.3% during the month, with EV sales dropping 69%. The company is shifting to producing more hybrid and extended-range EVs to account for declining demand for EVs. In December, it ceased production of its all-electric F-150 Lightning pickup truck.

--Ford was also hit last year with a fire at a supply hub that added costs and shifted production. In October, a fire leveled parts of Novelis's Oswego, N.Y., aluminum plant, from which Ford is a major customer. In response, Ford said it would make fewer electric trucks and more hybrid and gas vehicles that use less aluminum.

--In the fall of 2025, Ford said its underlying business was strong, but unexpected headwinds including the Oswego fire and tariffs were bogging down earnings.

Write to Katherine Hamilton at katherine.hamilton@wsj.com

(END) Dow Jones Newswires

February 09, 2026 14:04 ET (19:04 GMT)

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