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AI brief of an SEC Form 8-K · Ford Motor (F)

Ford posts $11.1 billion Q4 net loss on special items; 2026 EBIT outlook $8-10 billion

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyFord Motor (F)
Form8-K, current report
Filed with the SECFeb 10, 2026, 4:08 PM ET
Accession number0000037996-26-000014

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 10, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.