Welcome to our dedicated page for Ford Mtr Co Del SEC filings (Ticker: F), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 reported a sharply stronger first quarter of 2026 and raised its full-year outlook. Revenue reached $43.3 billion, up 6% year over year. Net income jumped to $2.5 billion from $0.5 billion, while adjusted EBIT rose to $3.5 billion from $1.0 billion, helped by a $1.3 billion one-time IEEPA tariff benefit.
Operating cash flow was $1.3 billion, but adjusted free cash flow was a use of $1.9 billion. Ford ended the quarter with $22.0 billion in cash and $43.1 billion in liquidity. Ford Blue generated $1.9 billion of EBIT and Ford Pro $1.7 billion, while Ford Model e posted a $777 million EBIT loss.
The company raised its 2026 adjusted EBIT guidance to $8.5 billion to $10.5 billion, with expected adjusted free cash flow of $5.0 billion to $6.0 billion and capital spending of $9.5 billion to $10.5 billion. It also declared a second-quarter dividend of $0.15 per share.
Ford Motor Company disclosed that J. Douglas Field, its Chief EV, Digital, and Design Officer, has elected to leave the company next month following a transition period. This leadership change affects the executive overseeing electric vehicles, digital initiatives, and design. A news release dated April 15, 2026 is furnished as Exhibit 99 and incorporated by reference.
Ford Motor Company amended several major credit facilities and its term loan agreement to extend maturities and update key terms. The main syndicated credit agreement now provides $3.4 billion of commitments maturing on April 13, 2029 and $10.1 billion maturing on April 15, 2031. Ford’s supplemental revolving credit facility continues to offer $2.0 billion of commitments, now maturing on April 13, 2029, while the 364-day revolving facility maintains $2.5 billion of commitments maturing on April 14, 2027. The term loan facility keeps $3.0 billion of commitments available through December 31, 2026, with any loans maturing on December 31, 2028. Across these unsecured facilities, Ford must maintain at least $4 billion in specified domestic liquidity, and pricing is no longer adjusted based on sustainability-linked targets.
FORD MOTOR CO President, Integrated Services Michael Aragon settled 282,192 Ford Stock Units into shares of common stock under the company’s long-term incentive plan. To cover income tax liabilities from this settlement, the company withheld 123,036 common shares at $11.54 per share, leaving Aragon with 159,156 common shares held directly after these transactions.
Ford Motor Company reported that its U.S. first quarter 2026 sales mix shifted toward higher-margin vehicles, led by strong demand for F-Series trucks and large SUVs like Explorer and Expedition. Estimated retail market share rose to 11.6%, a 0.2 percentage point gain.
Total U.S. vehicle sales were 457,315, down 8.8% as Ford managed the planned phase-out of Escape and Lincoln Corsair and lapped a strong prior-year March. F-Series remained America’s best-selling truck with 159,901 sales, while software subscriptions for Ford Pro Intelligence topped 865,000 and BlueCruise hands-free driving surpassed 10.1 million cumulative hours.
Ford Motor Company is soliciting shareholder proxies for its 2026 virtual annual meeting on May 14, 2026, at 8:30 a.m. EDT. Shareholders will vote on electing 15 director nominees, ratifying PricewaterhouseCoopers LLP as independent auditor for 2026, and approving a non-binding advisory resolution on compensation of Named Executives, as well as three shareholder proposals.
The company highlights 2025 performance, including a fifth consecutive year of revenue growth, its best U.S. sales this decade, market share gains, and a 42% Total Shareholder Return, which exceeded its peer set and the S&P 500. Ford emphasizes cost reductions, quality improvements, and strategic adjustments in its electric vehicle business to support long-term profitable growth.
The proxy describes a governance framework with 73% independent director nominees, fully independent key board committees, annual elections, majority voting, term limits for newer independent directors, and mandatory deferral of about 68% of director fees into RSUs. It also outlines executive pay programs tied largely to performance-based incentives, stock ownership alignment, clawback provisions, and hedging and pledging restrictions.
The Vanguard Group files Amendment No. 12 to Schedule 13G/A reporting 0 shares of Ford Motor Co Common Stock (0%). The filing explains an internal realignment under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries to report beneficial ownership separately.
The signature block shows Ashley Grim, Head of Global Fund Administration, signed the amendment on 03/26/2026. The filing also states that no single other person’s interest in the reported securities exceeds 5%.
Ford Motor Company is launching an anti-dilutive share repurchase program authorizing buybacks of up to 31.7 million shares of its common stock. The goal is to offset dilution from share-based compensation granted during 2026 and from settling above-principal obligations on its 0.00% Senior Convertible Notes due March 15, 2026 when converted.
Ford may repurchase shares over time through open market purchases, privately negotiated deals, or Rule 10b5-1 trading plans. The program is discretionary, may be suspended or discontinued at any time, and will be funded with the company’s existing cash and cash equivalents.
FORD MOTOR CO President & CEO Ford China&IMG Shengpo Wu reported multiple equity compensation transactions in early March 2026. He acquired Ford Stock Units through exercises of existing awards and received a grant of 97,580 Ford Restricted Stock Units under the company’s Long-Term Incentive Plan, all without cash payment.
Several Ford Stock Units and Performance/Restricted Stock Units were settled into shares of Common Stock, $0.01 par value. To cover income tax liabilities on these settlements, the company withheld shares of common stock in transactions coded “F” at prices of $12.70 and $13.39 per share. After these transactions, his directly held common stock balance reported in the filing was 246,783 shares.