Ford's earnings report is expected to focus on energy storage customer announcements and partnership updates as management seeks to sustain investor enthusiasm. Ford shares were up 1.5% July 28 as of 2:30 p.m. in New York. Tesla has offered energy storage for years, and the segment comprised more than 13% of its revenue in 2025. RELATED: EVs take on new role as home backup powerHe sees Ford’s energy storage business ramping in 2027 and hitting its stride beginning in late 2028. When General Motors Co. announced its own foray into the energy storage space, it didn’t rouse the market.