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FORD MOTOR COF

Sector
Automotive
Industry
Motor Vehicles & Passenger Car Bodies
Exchange
NYSE

Stock Price $F

Latest filings

You are here#23 of 30 in Consumer Discretionary by market cap

Filing record · 2016–202610-K1410-Q328-K283

F filed 14 annual reports (10-K), 32 quarterly reports (10-Q) and 283 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Feb ’18Feb ’18
  2. Leadership change8-K · Mar ’20Mar ’20
  3. Material agreement8-K · Jun ’22Jun ’22
  4. Impairment8-K · Dec ’25Dec ’25

01—Key figures

Share Class
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025

Revenue Trend

Year-over-year comparison from 10-K annual reports

  19. $187.27B
YoY changeLargest recent move−18.4%in FY20Latest +1.2%

Latest bar from 10-KFY2025Click a bar to open its SEC filing

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All F Financial Metrics58 metrics

Income Statement16

Balance Sheet25

Cash Flow12

Per Share5

02—Overview

FORD MOTOR CO Financial Overview 2021–2025

Updated Jul 10, 2026

Ford absorbed a staggering $17.3 billiona in pre-tax special charges during FY2025, primarily to gut and restructure an electric vehicle strategy that collided with market reality. The legacy automaker is effectively operating as two completely different entities: a highly lucrative commercial fleet franchise aggressively subsidizing a deeply troubled EV division. The financial volatility of this transition has been extreme. Ford's bottom line violently swung from a $17.9 billion net income in FY2021—inflated by early Rivian investment gains—to an $8.1 billion net loss by FY2025 as EV asset impairments and the exit from the BlueOval SK battery joint venture devastated overall profitability.

Beneath the headline losses, underlying operations reveal a fierce internal tug-of-war. The commercial Ford Pro segment remains the company's financial engine, generating $6.8 billionb in adjusted EBIT in FY2025. However, this commercial strength is constantly diluted by the Ford Model e segment, which posted a $4.8 billion EBIT loss in FY2025 following a $5.0 billion loss in FY2024. Consequently, overall adjusted EBIT margins compressed to just 3.6% in FY2025, down from 5.5% the prior year. The market priced in this difficult structural pivot at the close of FY2025, with the stock trading at $13.12 alongside a negative EPS of $-2.06 as management abruptly canceled planned electric SUVs to focus on immediate cost preservation.

Recent Developments (Q4 2025 and Q1 2026)

Ford rebounded sharply in Q1 2026, generating $2.548 billionc in net income compared to just $471 million in Q1 2025. Top-line revenue increased 6% year-over-year to $43.253 billion. This profitability surge was primarily driven by the traditional ICE and hybrid segment, Ford Blue, which saw its EBIT expand to $1.942 billion from $96 million a year earlier. Following this strong quarter, management established full-year 2026 adjusted EBIT guidance of $8.5 billion to $10.5 billion.

Corporate maneuvering continued with an anti-dilutive repurchase program for up to 31.7 million shares and the April departure of the Chief EV Officer. Bulls argue the revitalized core ICE business provides immense cash flow to fund shareholder returns and debt maturity extensions through 2031. Bears caution that persistent executive turnover and ongoing EV restructuring operations threaten long-term execution. The stock traded at a -5.86x P/E ratio as of the April 30, 2026 reporting date.

What to watch: progress on the $5.0 billion to $6.0 billiond adjusted free cash flow target; strategic EV shifts following key leadership departures.

03—Filings

Recent SEC Filings

  1. 8-KFORD MOTOR CO 8-K Report, Regulation FD Disclosure (Oct 2, 2026)Ford's 8-K reports third-quarter 2026 U.S. sales of 509,764 vehicles, down 6.6%, which Ford attributes to the planned phase-out of the Escape and Corsair. Excluding those two models, Ford says its total volume was essentially flat while the industry declined about 1%. Ford estimates its retail share rose about 0.4 percentage points year over year to 12.1% on the same adjusted basis. Momentum improved in September, with total Ford and F-Series sales both up for the month. Strength was concentrated in trucks and large SUVs. F-Series production rose 4.5% to 266,777 trucks, and Super Duty production of 110,275 was its best quarter in 19 years. The main investor issue is a short-term supplier disruption that affected production of certain trucks at the end of September. Ford says the issue is unrelated to aluminum and that its expected financial impact is containable within the full-year 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion, issued July 28, 2026. The filing does not quantify the impact, and the affected truck models are redacted in the text. Ford is therefore signaling that guidance is intact, but investors cannot yet size the Q3 or Q4 hit. Ford also highlighted growing software and services revenue, with active paid subscriptions above 1.7 million, up more than 40%. The filing is largely operational and does not include financial statements or a guidance change. The Item 7.01 disclosure about the supplier issue is furnished rather than filed, and the news release contains standard forward-looking statement warnings that point to the Form 10-K risk factors.
  2. 8-KFORD MOTOR CO 8-K Report, Financial Results (Jul 28, 2026)Ford Motor Company reported second-quarter 2026 results that were mixed on the headline line but improving on profitability. Revenue fell 4% year-over-year to $48.3 billion, driven by lower wholesale volumes (down 12% to 1.039 million units), the discontinuation of some products, aluminum supply constraints tied to Novelis, and the right-sizing of Gen-1 EV volumes. GAAP results were a net loss of $1.3 billion (EPS of -$0.33), which includes $4.2 billion of pre-tax special items, principally a $3.6 billion largely non-cash charge tied to the previously announced disposition of the BlueOval SK joint venture and $0.5 billion of EV program cancellation charges. Excluding special items, Company Adjusted EBIT rose $0.4 billion to $2.5 billion, with the adjusted EBIT margin expanding 0.9 points to 5.2%, and adjusted EPS was $0.42, up from $0.37. Segment performance was uneven. Ford Blue delivered $1.1 billion of EBIT, up $0.5 billion year-over-year on a 4.4% margin. Ford Pro earned $1.7 billion (a 9.7% margin), down $0.6 billion as it recovers from temporary aluminum constraints. Ford Model e lost $919 million, though this marked its third consecutive quarter of year-over-year improvement. Ford Credit's pre-tax earnings rose to $757 million. Operating cash flow was $4.3 billion and adjusted free cash flow was $2.1 billion, with $22.3 billion in cash and $43.4 billion in liquidity at quarter end. Management raised full-year 2026 guidance: adjusted EBIT to $10.0-11.0 billion (from $8.5-10.5 billion) and adjusted free cash flow to $6.0-7.0 billion (from $5.0-6.0 billion), while capex guidance was unchanged at $9.5-10.5 billion. Ford Model e's loss is now expected at about $4.0 billion, including roughly $1 billion of incremental investment in the Universal EV platform and Ford Energy, weighted to the second half. The company also declared a 15-cent quarterly dividend payable September 1. Investors should note that the guidance raise is meaningfully supported by an expected Novelis tailwind of about $1 billion, heavily weighted to the second half, so execution on that recovery is the key variable to watch.
  3. 8-KFORD MOTOR CO 8-K Report, Corporate Update (Jul 2, 2026)Ford Motor Company (NYSE: F) furnished an 8-K under Item 8.01 attaching a July 2, 2026 news release on its U.S. sales for the second quarter of 2026. Total Q2 U.S. sales declined 10% to 549,200 vehicles, a decline Ford attributes to planned model phase-outs (Ford Escape and Lincoln Corsair) and a 69% drop in daily rental sales. Ford says that, excluding these model transitions and assuming flat rental volumes, Q2 sales would have risen an estimated 0.5%, ahead of flat industry sales. Ford's estimated June retail market share rose 0.2 percentage points to 12.3%. The filing is a voluntary sales disclosure rather than a financial statement release, so it contains no earnings, margin, or guidance data. The release emphasizes profitable and high-margin segments. Large SUVs (Bronco, Explorer, Expedition) rose 10.1% combined in the first half, the best first-half performance for that lineup in 25 years. Bronco set first-half and Q2 records, Maverick Hybrid set a Q2 record of 29,457 units, and F-Series remained America's best-selling truck with 357,801 first-half units. Ford Pro software subscriptions grew about 20% in the first half to more than 900,000. Management also flagged that first-half F-Series volumes reflect a retiming of commercial production after last year's aluminum supply shortages, with fuller supply recovery expected in the second half. For investors, the key takeaways are the headline Q2 decline, which management frames as transitional, and the strength of the mix shift toward higher-margin trucks, SUVs, and commercial vehicles. The release also points to the Louisville Assembly Plant retooling for an affordable small electric pickup next year. Investors should note that the release does not quantify margin or profitability impacts and that the rental-sales decline is a material driver of the headline number.
  4. 8-KFORD MOTOR CO 8-K Report, Material Agreement (May 21, 2026)Ford Motor Company (F) has filed an 8-K report detailing significant changes to its involvement in the BlueOval SK (BOSK) joint venture for EV battery manufacturing. On May 20, 2026, Ford's membership interest in BOSK was redeemed, and its commitment to contribute up to $6.6 billion to BOSK was terminated. This restructuring results in a wholly owned Ford subsidiary, Ford Energy Battery LLC (FEB), acquiring BOSK's interests in two Kentucky battery plants. Crucially, Ford has assumed a direct financial obligation from BOSK, entering into a new Loan Arrangement and Reimbursement Agreement with the U.S. Department of Energy (DOE) for approximately $3.8 billion. This loan is related to the Kentucky plant and carries an interest rate of 4.814%, with principal and interest payments commencing in April 2030 and maturing in July 2040. This move effectively transfers the financial responsibility for a portion of the battery plant financing directly to Ford, while also releasing Ford from its prior guarantee obligations under the original BOSK DOE Loan Agreement.
  5. 8-KFORD MOTOR CO 8-K Report, Shareholder Vote Results (May 19, 2026)Ford Motor Company held its Annual Meeting of Shareholders on May 14, 2026, with the primary outcomes detailed in this 8-K filing. All director nominees were overwhelmingly elected, reflecting strong shareholder confidence in the current board. The selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm for 2026 was also ratified with substantial support, reinforcing the company's commitment to robust financial oversight. Shareholders also provided advisory approval for the compensation of named executives ('say on pay'). However, significant proposals regarding a recapitalization plan to implement one vote per share, disclosure of voting results by share class, and an amendment giving the Audit Committee sole oversight of DEI initiatives were all rejected by a majority of shareholders. These rejections indicate shareholder preference for the status quo on corporate governance matters related to voting rights, transparency, and the structure of DEI oversight.
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04—See also

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