Ford Motor Company filings document the company’s automotive operations, capital structure, governance and material corporate events. Form 8-K reports cover quarterly and annual results, U.S. sales releases, Regulation FD disclosures, credit agreement amendments, direct financial obligations, share repurchase authorization and pension and other postretirement benefit accounting matters.
Ford’s proxy materials disclose shareholder meeting procedures, board matters, executive compensation, equity awards and governance proposals. The filing record also reflects Ford’s common stock disclosures, Class B stock context where applicable, and formal reporting for Ford Blue, Ford Model e, Ford Pro, Ford Motor Credit Company and related risk and financial reporting subjects.
Ford Motor Company (F) reported third-quarter 2026 revenue of $49.526 billion, versus $50.534 billion a year earlier, and net income attributable to Ford of $2.049 billion, versus $2.447 billion. Company adjusted EBIT was $2.658 billion. For the first nine months, net income attributable to Ford was $3.270 billion, compared with $2.882 billion, while operating cash flow was $11.088 billion versus $17.398 billion.
Ford expects about $2.2 billion in tariff reimbursements from the federal government and suppliers, including offsets to supplier obligations; about $500 million was received in the third quarter, with timing uncertain and subject to trade-policy changes. After canceling three planned EVs and ending production of the current-generation F-150 Lightning EV, Ford recorded $175 million of charges payable in cash in the quarter and now expects about $500 million of additional expenses and cash expenditures, pre-tax.
In May 2026, Ford completed the BOSK joint-venture disposition, acquiring assets valued at $0.9 billion, receiving $0.1 billion in cash and assuming liabilities including a $3.8 billion DOE note. Ford recorded a $2.9 billion charge in equity in net income/(loss) of affiliated companies related to the transaction.
Ford Motor Company reported third-quarter 2026 revenue of $49.5 billion, compared with $50.5 billion a year earlier, and net income of $2.0 billion versus $2.4 billion. Adjusted EBIT was $2.7 billion, compared with $2.6 billion; operating cash flow was $5.4 billion versus $7.4 billion, while adjusted free cash flow was $4.7 billion versus $4.3 billion. At quarter-end, Ford reported $25.3 billion in cash and $46.4 billion in liquidity. Ford declared a fourth-quarter regular dividend of 15 cents per share, payable December 1 to shareholders of record November 10.
Ford raised the low end of its 2026 adjusted EBIT guidance to $10.5 billion, with the range now $10.5 billion to $11 billion, from $10 billion to $11 billion. Adjusted free cash flow guidance remains $6 billion to $7 billion, and capital expenditures guidance remains $9.5 billion to $10.5 billion. Ford Model e’s third-quarter EBIT loss was $1.1 billion, an improvement of 25% year over year; Ford Blue EBIT was $1.4 billion, down 10%, and Ford Pro EBIT was $1.7 billion, down 16%. Ford Credit reported $803 million in earnings before taxes, up 27%. Guidance excludes possible effects of a significant escalation of the conflict in the Middle East or a material downturn in the U.S. economy.
Ford Motor Co. reported that Alicia Boler Davis, its President, Ford Pro, had 255,102 restricted stock units settled into common stock on October 15, 2026; the company withheld 111,225 shares to cover income tax liabilities at $12.05 per share. She also received an award of 406,173 restricted stock units, scheduled to vest over two years beginning October 15, 2027, with 50% vesting each year.
Ford Motor Company (F) reported third-quarter 2026 U.S. sales of 509,764 vehicles, down 6.6%; sales through September totaled 1,516,279. Excluding the planned phase-out of Escape and Corsair, Ford estimated third-quarter retail share at 12.1%, up approximately 0.4 percentage points year over year, and said adjusted vehicle sales volume was essentially unchanged compared with an industry decline of about 1%.
F-Series sales through September were 561,508 trucks, more than 140,000 ahead of Chevrolet Silverado. Third-quarter F-Series production was 266,777, up 4.5%; Super Duty production was 110,275, up 4.4%, its best quarterly production result in 19 years. Maverick Hybrid sales set a third-quarter record at 27,793, up 59.6%. Active paid software subscriptions exceeded 1.7 million through September, up more than 40% year over year.
At the end of September, a short-term supplier issue unrelated to aluminum affected F-150 production. Ford said the expected financial impact is containable within its full-year 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion, provided July 28, 2026.
Ford Motor Co. director Henry Ford III reported indirect Class B stock gift entries dated September 22, 2026, including 2,891 shares held for his benefit and two 8,673-share acquisition entries associated with trusts benefiting his family, alongside a disposition of 8,673 shares held for his benefit. A footnote identifies one 8,673-share disposition/acquisition pair as a transfer within the voting trust for no consideration; Ford III remained an indirect beneficial owner. Following the transactions, the voting trust held 304,177 shares for his benefit and 134,728 shares for family-benefit trusts.
FORD MOTOR CO (F) reported that Executive Chair William Clay Ford Jr. restructured his equity holdings on September 15, 2026 through exchange-related transactions between Common Stock and Class B Stock. He disposed of 1,464,460 Common shares held directly, leaving 1 Common share directly owned, and disposed of 85,301 Common shares held indirectly as trustee of a trust. He simultaneously acquired 1,451,097 Class B shares indirectly through a voting trust for his benefit and 85,301 Class B shares indirectly through a voting trust as trustee for family trusts, in each case in transactions described as an exchange of Common Stock for Class B Stock on a one-for-one basis among holders of Class B Stock. After these transactions, he is shown as indirectly holding 16,558,436 Class B shares for his benefit, 3,997,901 Class B shares for family trusts, 103,758 Class B shares for his spouse via a voting trust, and 235,703 Common shares through a company plan, while disclaiming beneficial ownership of any other shares in the voting trust.
FORD MOTOR CO (F) reported that director John S. Weinberg received two equity awards on September 1, 2026 in the form of Ford Stock Units credited as dividend equivalents under the company’s stock plans for non-employee directors. One award relates to the 2024 Stock Plan for 891 Restricted Stock Units and the other to the 2014 Stock Plan for 703 Restricted Stock Units. According to the plans, these units will generally convert into shares of Ford common stock and be distributed to him, without payment, on the earlier of five years from the related grant date or his separation from the board. No Rule 10b5-1 trading plan is reported.
FORD MOTOR CO (F) reported that director John B. Veihmeyer received two creditings of Ford Stock Units on September 1, 2026, as dividend equivalents under non-employee director stock plans. One grant was for 977 Ford Stock Units under the 2024 Stock Plan and another for 770 Units under the 2014 Stock Plan. The footnotes state these Restricted Stock Units will generally convert into shares of Ford common stock and be distributed to him, without payment, on the earlier of five years from the related grant date or his separation from the Board.
FORD MOTOR CO (symbol: F) is the issuer of record for a Form 4 filing submitted to the SEC. THORNTON JOHN L reported acquisition or exercise transactions in this Form 4 filing.
FORD MOTOR CO (F) reported that director John L. Thornton received an automatic credit of 4,792 Ford Stock Units on September 1, 2026. These units are credited as dividend equivalents in the form of Restricted Stock Units under the company's Deferred Compensation Plan for non-employee directors and are settled in cash after board service ends. Following this award, Thornton's directly held Ford Stock Units total 448,521 units, each corresponding to one share of Ford common stock for value calculation purposes.
FORD MOTOR CO (F) reported that director Lynn Vojvodich Radakovich acquired Ford Stock Units as part of board compensation. On September 1, 2026, she was credited 609 stock units under the 2024 Stock Plan for Non-Employee Directors and 2,173 stock units under the 2014 plan. These units represent dividend equivalents in the form of Restricted Stock Units and are generally converted into shares of Ford common stock and distributed to her, without payment, following termination of Board service. No Rule 10b5-1 trading plan is reported for these awards.