Ford Motor is set to report earnings after the bell. Here's what Wall Street expects

Ford at the New York International Auto Show in New York City on April 2, 2026. Danielle DeVries | CNBC DETROIT — Ford Motor is set to announce first-quarter results after the markets close Wednesday. Here's what Wall Street is expecting, based on a survey of analysts by LSEG: Earnings per share: 19 cents adjusted Automotive revenue: $38.82 billion Those results would mark a roughly 3.7% increase in automotive revenue compared with a year earlier and a 35.7% increase in adjusted earnings per share, up from 14 cents. Ford's 2025 first-quarter results included $37.42 billion in automotive revenue, adjusted earnings before interest and taxes of $1.02 billion and net income of $471 million. Its total revenue, which includes its Ford Credit financing arm, was $40.7 billion. Aside from earnings and any changes to the automaker's 2026 guidance, investors will be monitoring effects from the Iran war, tariff impacts and any updates to production at key aluminum supplier Novelis following two fires. They'll also be watching for any additional charges related to the automaker's pullback in all-electric vehicles. Ford announced plans in December to record about $19.5 billion in special items starting in the fourth quarter of 2025 related to a restructuring of its business priorities and EV investments. That includes $7 billion in 2026 and 2027, with a majority of $5.5 billion in cash charges through 2027 being recorded this year, Ford said at the time. …