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Oshkosh is expected to report a year-over-year earnings decline of 5.9% despite 8.5% revenue growth for Q3 2026, with an Earnings ESP of -4.05% and Zacks Rank #4 making an earnings beat unlikely. Ford Motor Company faces a 13.3% EPS decline with a positive Earnings ESP of +2.34%, but its Zacks Rank #4 rating also makes a beat difficult to predict.

Ford Motor Company is rapidly expanding its certified pre-owned (CPO) vehicle sales through its Ford Blue Advantage program and partnership with Amazon Autos. The company achieved a 44% increase in CPO sales during Q3 2026, surpassing Toyota's volume for the first time.

Ford is targeting 500,000 CPO sales by 2027, which would establish it as the industry leader. The CPO business strengthens customer loyalty, fills gaps in entry-level vehicle options, and creates a pipeline for new vehicle sales through dealer incentives.

Ford Motor Company is expected to report Q3 2026 earnings of $0.39 per share on October 28, representing a 13.3% year-over-year decline with revenues down 3.2%. However, the company shows a positive Earnings ESP of +2.34% with a Zacks Rank #3 (Hold), suggesting it will likely beat consensus estimates. Ford has beaten EPS estimates in 3 of the last 4 quarters, most recently delivering a +27.27% surprise.

Ford Motor Company's stock fell 1.97% to $12.19 on October 19, 2026, underperforming the broader market's 0.41% gain. The company faces headwinds with a 5.9% monthly decline and expected EPS down 13.33% for the upcoming quarter, though full-year earnings are projected to rise 70.64%. Ford holds a Zacks Rank #3 (Hold) rating with a Forward P/E of 6.69, trading at a significant discount to its industry average.

Ford Motor Company is trending among investors but faces mixed signals. The stock has declined 10.4% over the past month, underperforming the S&P 500's 2.1% gain.

While earnings estimates have improved slightly and the company trades at a valuation discount to peers (Grade A), Ford received a Zacks Rank #3 (Hold) rating, suggesting it may perform in line with the broader market in the near term. Revenue growth remains modest at under 1% for current and next fiscal years.

Ford Motor Company (F) demonstrates a solid history of beating earnings estimates, with an average surprise of 128.64% over the last two quarters. The company's positive Earnings ESP of +1.97% combined with its Zacks Rank #3 suggests another potential earnings beat ahead of its October 28, 2026 report.

Ford Motor Company closed down 1.4% on October 12, 2026, underperforming the broader market. The company is expected to report Q3 earnings on October 28 with projected EPS of $0.41 (down 8.89% YoY) and revenue of $45.7 billion (down 3.15% YoY). Ford trades at a Forward P/E of 6.56, below its industry average, and holds a Zacks Rank of #3 (Hold).

Ford has recovered from supplier fires at Novelis that disrupted F-Series truck production for over a year, costing the company billions. August marked the best Super Duty production month since 2006, with Ford resuming aluminum sourcing from Novelis' New York facility. However, the company's heavy dependence on the F-Series—valued at 135% of Ford's market cap—poses long-term risks as the industry transitions to electric vehicles with lower margins.

Ford Motor Company (F) ended trading at $12.28, up 1.07% and outperforming the S&P 500's 0.58% gain on October 6, 2026. However, the stock declined 16.9% over the previous month.

Ford is expected to report Q3 earnings on October 28, 2026, with projected EPS of $0.41 (down 8.89% YoY) and revenue of $45.7 billion (down 3.15% YoY). The company holds a Zacks Rank #3 (Hold) with a Forward P/E of 6.55, trading at a discount to its industry average of 16.22.

Ford's U.S. sales fell 6.6% in Q3, but core truck and SUV models showed strength with F-Series, Super Duty, and Maverick Hybrid posting gains. Software subscriptions exceeded 1.7M, up 40% year-over-year.

However, EV sales collapsed 80%, with F-150 Lightning dropping 97%. The company maintains its 2026 EBIT guidance despite a temporary supplier issue. Competitors GM and Toyota also faced EV headwinds, though Toyota's hybrid strategy proved more resilient.

Ford Motor Company stock has declined 14.9% over the past month, underperforming the S&P 500. The company maintains a Zacks Rank #3 (Hold) rating with stable earnings estimates for the current fiscal year (+70.6% YoY) and next year (+4.4% YoY). Ford trades at a valuation discount to peers with a Grade A Value Score, though revenue growth remains modest at 1.1% for the current fiscal year.

Ford Motor Company offers an attractive 4.6% forward dividend yield with a well-covered payout ratio of 30.6%. However, the article cautions dividend-focused investors against treating it as a long-term 'set it and forget it' holding due to Ford's history of suspending dividends during economic downturns (2007 and 2020), cyclical business performance, and poor dividend growth track record. While the stock trades at a low valuation of 7x forward earnings, ongoing headwinds from inflation, tariffs, and geopolitical uncertainty pose risks.

Tesla reported declining automotive revenue (-3%) and energy storage revenue (-16%) in Q3 2026, with flat vehicle sales over three years. Despite being fundamentally a car company with 75% revenue from vehicles, Tesla trades at a P/E of 200 based on future promises around autonomous vehicles and the Optimus robot. Analysts argue the stock looks overvalued as the company must prove it can grow beyond its core auto business to justify its $1.5 trillion market cap.

Rivian's launch of the R2 midsize EV is driving strong production and delivery growth, with Q3 deliveries up 45.8% year-over-year. The company is expanding into the higher-volume mid-size crossover market while building a high-margin software and licensing business through partnerships like its Volkswagen joint venture. Rivian projects 65,000-70,000 vehicle deliveries for 2026, with improving gross margins and recurring subscription revenue from software services.

The article recommends the Invesco S&P Ultra Dividend Revenue ETF (RDIV) as a smart investment for $1,000, highlighting its 3.72% dividend yield and strong downside protection. The ETF returned 7.1% during the 2022 bear market compared to the S&P 500's 18.2% decline, demonstrating its value as a portfolio hedge during market corrections.

Saudi Arabia's EV market is projected to grow at a 25.10% CAGR from 2026-2035, reaching USD 5.53 billion by 2035, driven by Vision 2030 initiatives, fleet electrification, domestic manufacturing, and charging infrastructure development. Battery electric vehicles and passenger cars are expected to lead growth, with major automakers competing through localized production, climate-adapted engineering, and fleet-focused strategies.

General Motors is expected to report Q3 2026 EPS of $3.55, up 26.7% year-over-year, extending its 16-quarter earnings beat streak. Despite a 5.5% decline in U.S. vehicle sales, disciplined pricing and growing software revenues support profitability.

However, commodity inflation, logistics costs, and onshoring expenses pose near-term headwinds. GM maintains a Hold rating due to strong fundamentals offset by cost pressures.

Rivian's most valuable opportunity may lie in its robotics venture rather than vehicle sales. The company owns approximately one-third of Mind Robotics, an AI-enabled manufacturing technology company founded by Rivian CEO RJ Scaringe.

Mind recently hired Doug Field, a veteran executive from Tesla and Ford, as president. With a stake valued at over $1 billion and $1 billion in recent funding, Mind Robotics could provide significant returns for Rivian investors if successful, though Rivian's EV business still needs to achieve profitability.

Major tech indices declined on October 16, 2026, as AI-focused software stocks experienced a sharp reversal. The S&P 500 fell 1.07%, the Nasdaq Composite plummeted 2.15%, and the Dow Jones slipped 0.34%. Goldman Sachs reported that hedge funds sold AI stocks at the second-fastest pace in over a year, triggering a tactical rotation away from smaller AI names toward larger, steadier companies and defensive stocks.

The auto sector's third-quarter 2026 earnings season begins October 20 with expected earnings growth of 3.4% and revenue growth of 0.6% year-over-year. Despite affordability pressures, the U.S. auto market has remained resilient, supported by fleet purchases, higher-income buyers, and easier credit access. Four companies—General Motors, PACCAR, Ford, and Rivian Automotive—are identified as likely to outperform consensus estimates based on positive Earnings ESP and Zacks Rank ratings.