Here are the 10-Q quarterly reports from Ford Motor Company (F) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow F and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full F filings page.
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 a strong first quarter of 2026, with revenue rising to $43.3 billion from $40.7 billion a year earlier and net income attributable to Ford jumping to $2.55 billion from $471 million. Diluted earnings per share increased to $0.63, while adjusted diluted EPS reached $0.66.
Company adjusted EBIT climbed to $3.49 billion, up from $1.02 billion, lifting the adjusted EBIT margin to 8.1%. Ford Blue and Ford Pro delivered much higher profits, helped by stronger mix, lower regulatory compliance costs, and one-time tariff-related benefits.
Ford Model e still posted an EBIT loss of $777 million, though slightly improved year over year. Operating cash flow fell to $1.3 billion, and adjusted free cash flow was negative $1.9 billion, reflecting higher capital spending and working-capital swings. Ford also highlighted upcoming special-item charges tied to EV program rationalization and the BlueOval SK joint venture disposition.
Ford Motor Company reported third‑quarter 2025 results reflecting higher sales and sharply stronger earnings. Total revenues rose to $50.5 billion from $46.2 billion a year ago, led by Company (excluding Ford Credit) revenues of $47.2 billion and Ford Credit revenues of $3.35 billion. Operating income improved to $1.56 billion from $880 million.
Net income attributable to Ford increased to $2.45 billion (diluted EPS $0.60) from $892 million (diluted EPS $0.22) in the prior year quarter. The tax line included a benefit of $630 million, driven in part by a $1.4 billion valuation allowance release tied to improvements in South American operations, partly offset by a non‑cash $424 million deferred tax charge from German tax legislation.
For the first nine months of 2025, operating cash flow was $17.4 billion, up from $12.4 billion, and cash and cash equivalents were $26.8 billion as of September 30, 2025. Shares outstanding were 3,913,646,490 Common and 70,852,076 Class B as of October 21, 2025.