Every material Form 8-K Ford Motor has filed with the SEC since February 05, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Ford Motor Company reported third-quarter 2026 revenue of $49.5 billion and net income of $2 billion, along with adjusted EBIT of $2.7 billion. The company raised the low end of its full-year adjusted EBIT guidance to between $10.5 billion and $11 billion and declared a fourth-quarter dividend of 15 cents per share.
Third-quarter revenue reached $49.5 billion with net income of $2 billion and adjusted EBIT of $2.7 billion.
The low end of full-year adjusted EBIT guidance was raised to between $10.5 billion and $11 billion.
A fourth-quarter regular dividend of 15 cents per share was declared, payable on Dec. 1 to shareholders of record on Nov. 10.
Ford reported second-quarter 2026 revenue of $48.3 billion, down $1.9 billion year-over-year, and a net loss of $1.3 billion that includes a $3.6 billion largely non-cash charge tied to the disposition of the BlueOval SK joint venture. Adjusted EBIT rose $0.4 billion to $2.5 billion, and Ford raised its full-year 2026 adjusted EBIT guidance to $10 billion to $11 billion and adjusted free cash flow guidance to $6.0 billion to $7.0 billion. For shareholders, the headline profit forecast improved while reported revenue and GAAP results declined.
Q2 2026 revenue of $48.3 billion, down $1.9 billion year-over-year; net loss of $1.3 billion versus a $36 million loss in Q2 2025
Adjusted EBIT of $2.5 billion, up $0.4 billion; operating cash flow of $4.3 billion and adjusted free cash flow of $2.1 billion
Full-year 2026 adjusted EBIT guidance raised to $10 billion to $11 billion from $8.5 billion to $10.5 billion
Third-quarter regular dividend of 15 cents per share, payable Sept. 1 to holders of record on Aug. 11
Ford redeemed its membership interest in BlueOval SK and took on the Kentucky battery plant assets and the related $3,805,040,000 DOE promissory note, which it had previously guaranteed at 50%. The deal ended Ford's obligation to contribute up to $6.6 billion of capital to the joint venture over a five-year period ending in 2026, which shifts both funding and debt exposure onto Ford's balance sheet.
Closing occurred May 20, 2026; Ford's BlueOval SK interest was redeemed and its up to $6.6 billion capital requirement was terminated.
Ford's wholly owned subsidiary Ford Energy Battery LLC acquired BOSK's two Kentucky battery plants, subject to existing DOE liens.
Ford assumed the $3,805,040,000 DOE promissory note at a 4.814% annual rate, with interest-only payments through January 15, 2030 and final maturity July 15, 2040.
The loan includes a liquidity covenant requiring Available Liquidity of at least $4,000,000,000.
Ford reported first-quarter 2026 revenue of $43.3 billion, up 6% from a year earlier, and net income of $2.5 billion, including a $1.3 billion one-time tariff benefit. The company raised its full-year adjusted EBIT guidance to $8.5 billion-$10.5 billion, which matters to shareholders because it signals higher expected operating profit for 2026 while cash flow weakened.
Q1 2026 revenue was $43.3 billion, up from $40.7 billion; diluted EPS was $0.63, up from $0.12.
Net income of $2.5 billion includes a $1.3 billion one-time IEEPA tariff benefit.
Full-year adjusted EBIT guidance raised to $8.5 billion-$10.5 billion from $8.0 billion-$10.0 billion.
Operating cash flow was $1.3 billion versus $3.7 billion a year earlier; adjusted free cash flow was a use of $1.9 billion. A second-quarter dividend of 15 cents per share is payable June 1.
Ford said on April 15, 2026 that J. Douglas Field, its Chief EV, Digital, and Design Officer, has elected to leave the company next month after a transition period. The filing also furnishes a news release dated the same day as Exhibit 99, but the text of that release was not included in the material provided, so no financial results or other details from it can be reported here.
Ford was notified on April 15, 2026 that J. Douglas Field, Chief EV, Digital, and Design Officer, will leave the company next month.
The departure follows a period of transition, per the filing.
An April 15, 2026 news release is furnished as Exhibit 99; its contents were not provided in the filing text reviewed.
Ford amended several of its credit agreements on April 15, 2026, extending maturities on its main credit facility and revolving facilities and extending the availability of a term loan. The amendments also remove sustainability-linked pricing adjustments, and the filing does not state any new borrowing or drawn amount.
Credit agreement commitments of $3.4 billion (maturing 2028) and $10.1 billion (maturing 2030) extended to April 13, 2029 and April 15, 2031
Supplemental revolving commitments of $2.0 billion extended from April 17, 2028 to April 13, 2029
364-day revolving commitments of $2.5 billion, previously due April 16, 2026, extended to April 14, 2027
Term loan commitments of $3.0 billion now available through December 31, 2026, with any loans maturing December 31, 2028; liquidity covenant requires a minimum of $4 billion
Ford reported fourth-quarter and full-year 2025 results on February 10, 2026. Fourth-quarter revenue fell 5% to $45.9 billion and the company posted a net loss of $11.1 billion, which reflected special items, while full-year revenue rose 1% to a record $187.3 billion but the full-year net loss was $8.2 billion, compared with net income of $5.9 billion in 2024. For 2026, Ford expects adjusted EBIT of $8.0 billion to $10.0 billion, compared with $6.8 billion in 2025, which gives shareholders a company-set range to track.
Q4 2025 net loss of $11.1 billion versus net income of $1.8 billion a year earlier; Q4 adjusted EBIT was $1.0 billion versus $2.1 billion
Full-year 2025 revenue of $187.3 billion; net loss of $8.2 billion; diluted EPS of $(2.06) versus $1.46 in 2024
2026 outlook: adjusted EBIT of $8.0 billion to $10.0 billion, adjusted free cash flow of $5.0 billion to $6.0 billion, capital spending of $9.5 billion to $10.5 billion
Conference call at 5:00 p.m. ET on February 10, 2026; first-quarter 2026 results to be reported after market close on April 28
Ford said it will record about $19.5 billion in pre-tax special items tied to scaling back its electric vehicle plans, including an about $8.5 billion Model e asset write-down and about $3 billion related to its BlueOval SK battery joint venture. The company expects about $5.5 billion in cash effects, mostly paid in 2026, and raised its 2025 adjusted EBIT guidance to about $7 billion. The large charges weigh on shareholders even as the company lifts its profit outlook.
About $19.5 billion in pre-tax special items, mostly recognized in the fourth quarter of 2025, with about $5.5 billion in cash effects, mostly paid in 2026
About $8.5 billion Model e asset write-down, including ending production of the current F-150 Lightning EV
About $3 billion pre-tax charge tied to the BOSK joint venture disposition agreement signed December 9, 2025, with closing expected in the first half of 2026
2025 adjusted EBIT guidance raised to about $7 billion; adjusted free cash flow guidance of $2 billion to $3 billion reaffirmed, trending toward the high end
Ford's board approved amended and restated Benefit Equalization and Select Retirement Plans effective January 1, 2026, and adopted bylaw amendments effective immediately on December 11, 2025. The filing describes these as administrative and governance updates, with the Select Retirement Plan closing to new retirees on January 2, 2026.
Board adopted By-Laws amendments on December 11, 2025, effective immediately, covering virtual meetings, stockholder nomination procedures, and removal of the director retirement age provision.
Benefit Equalization Plan and Select Retirement Plan amended and restated effective January 1, 2026.
Select Retirement Plan closes to new retirees effective January 2, 2026.
Ford reported third-quarter 2025 revenue of $50.5 billion, up 9% from a year earlier, and net income attributable to the company of $2.4 billion, compared with $0.9 billion. Adjusted EPS fell to $0.45 from $0.49, and full-year 2025 adjusted EBIT guidance of $6.0 billion to $6.5 billion now includes a Novelis fire headwind of $1.5 billion to $2.0 billion. Ford also declared a fourth-quarter dividend of 15 cents per share.
Q3 revenue $50.5 billion, up 9%; diluted EPS $0.60 vs. $0.22 a year earlier
Q3 adjusted EPS $0.45 vs. $0.49; company adjusted EBIT $2.6 billion, flat year over year
Full-year 2025 adjusted EBIT guidance $6.0 billion to $6.5 billion; adjusted free cash flow $2.0 billion to $3.0 billion
Fourth-quarter dividend of 15 cents per share, payable Dec. 1 to holders of record on Nov. 7
Ford reported record second-quarter 2025 revenue of $50.2 billion, up 5% year over year, but posted a net loss of $36 million, compared with net income of $1.8 billion a year earlier, mainly due to special charges. The company reinstated full-year 2025 adjusted EBIT guidance of $6.5 billion to $7.5 billion, below the $7.0 billion to $8.5 billion it first gave in February before withdrawing it in May.
Second-quarter revenue was $50.2 billion, up 5%; adjusted EBIT was $2.1 billion, including $0.8 billion of adverse net tariff-related impacts.
Net loss attributable to Ford was $36 million, or $0.01 per diluted share, versus net income of $1.8 billion, or $0.46 per share, a year earlier.
Full-year 2025 guidance: adjusted EBIT of $6.5 billion to $7.5 billion, adjusted free cash flow of $3.5 billion to $4.5 billion, and a net tariff-related headwind of about $2 billion.
Board declared a third-quarter regular dividend of 15 cents per share, payable Sept. 2 to holders of record at the close of business on Aug. 11.
Ford Motor Company signed a Term Loan Credit Agreement on July 28, 2025, under which lenders committed $3.0 billion, available through July 28, 2026. Loans drawn under the agreement mature on December 31, 2028, and the agreement is unsecured and includes a $4 billion minimum liquidity covenant.
Lenders committed $3.0 billion, available to Ford through July 28, 2026; unused commitments terminate after that date
Any loans drawn mature on December 31, 2028
Credit Agreement requires Ford to maintain at least $4 billion in aggregate domestic cash, cash equivalents, and loaned and marketable securities and/or availability under existing credit facilities
JPMorgan Chase Bank, N.A. serves as administrative agent
Ford said Kyle Crockett, currently Vice President, Controller and Chief Accounting Officer at Carrier Global, will become Ford's Chief Accounting Officer after the company files its second-quarter Form 10-Q, and he will report to CFO Sherry House until then. Ford also disclosed his pay package and reported May 8 annual meeting results, including rejection of a shareholder proposal on supply chain emissions and net zero goals.
Crockett starts as Vice President, Accounting, and is expected to join Ford on May 19, succeeding Mark Kosman
Pay includes a $575,000 base salary, a 75% bonus target and a $600,000 annual stock award target, plus a $3.95 million sign-on bonus
At the May 8 annual meeting, shareholders approved the say-on-pay vote and the tax benefit preservation plan, while a proposal on supply chain emissions and net zero goals was rejected
Ford reported first-quarter 2025 revenue of $40.7 billion, down 5% from a year earlier, with net income of $471 million and diluted EPS of $0.12, versus $0.33 a year ago. The company suspended its full-year 2025 financial guidance, including adjusted EBIT and adjusted free cash flow, citing tariff-related uncertainty and estimating a tariff-related net adverse adjusted EBIT impact of about $1.5 billion for 2025.
Q1 2025 revenue was $40.7 billion, down 5%; net income was $471 million versus $1.3 billion a year earlier.
Company adjusted EBIT was $1.0 billion, compared with $2.8 billion in the first quarter of 2024.
Full-year 2025 guidance is suspended; the company estimates a tariff-related net adverse adjusted EBIT impact of about $1.5 billion.
Ford will provide an update during its Q2 earnings call; the conference call is at 5:00 p.m. ET on May 5, 2025.
On April 17, 2025, Ford amended three syndicated credit agreements with JPMorgan Chase Bank, N.A. as administrative agent, extending the maturity dates of its lender commitments. The filing states that the amendments extend the maturity of the commitments, which Ford says it can use for funding, and that the facilities are unsecured and include a $4 billion minimum liquidity covenant.
Long-term facility: $10.0 billion of commitments due April 20, 2029 now mature April 17, 2030 ($10.1 billion in total)
Term facility: $3.4 billion of commitments due April 22, 2027 now mature April 17, 2028
Revolving facility: $2.0 billion due April 22, 2027 now mature April 17, 2028, with total commitments unchanged
364-day facility: $2.5 billion due April 21, 2025 now matures April 16, 2026
Ford reported fourth-quarter 2024 net income of $1.8 billion, compared with a loss of $0.5 billion a year earlier, on revenue of $48.2 billion. For full-year 2024, adjusted EBIT was $10.2 billion, down from $10.4 billion in 2023, and the company forecast 2025 adjusted EBIT of $7.0 billion to $8.5 billion, below 2024's level, with first-quarter 2025 adjusted EBIT expected to be roughly breakeven.
Q4 2024 revenue rose 5% to $48.2 billion; diluted EPS was $0.45 versus a loss of $0.13 a year earlier
Full-year 2024 net income was $5.9 billion and diluted EPS was $1.46, up from $1.08; adjusted EPS fell to $1.84 from $2.01
2025 outlook: adjusted EBIT of $7.0 billion to $8.5 billion, adjusted free cash flow of $3.5 billion to $4.5 billion, and capital spending of $8 billion to $9 billion
Board declared a first-quarter regular dividend and a supplemental dividend of $0.15 per share each, payable March 3 to holders of record on Feb. 18
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