Every material Form 8-K Ford Motor filed with the SEC in 2026, 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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Ford Motor filing is on SEC EDGAR ↗. 8-K briefs of other companies →