Citable filing context
F's research view summarizes recent SEC filing context, starting with other from Oct 2, 2026.
| Filed | Item | Context |
|---|---|---|
| Oct 2, 2026 | other | Ford reported Q3 2026 U.S. vehicle sales of 509,764 units and reaffirmed its full-year 2026 adjusted EBIT guidance. |
| Jul 28, 2026 | earnings | Ford reported Q2 2026 financial results and raised its full-year adjusted EBIT guidance to $10B-$11B. |
| Jul 2, 2026 | other | Ford reported a 10% decline in Q2 2026 U.S. sales to 549,200 vehicles, driven by model phase-outs. |
| Oct 2, 2026 | Guidance: adjusted_ebit | 10.00 to 11.00 |
| Jul 28, 2026 | Guidance: adjusted_ebit | 10000.00 to 11000.00 |
| Jul 28, 2026 | Guidance: adjusted_free_cash_flow | 6000.00 to 7000.00 |
| Jul 29, 2026 | mda_quarterly | Ford reported a second-quarter 2026 net loss of $1.3 billion, largely driven by $4.2 billion in pre-tax special items. These charges primarily stem from the $3.6 billion disposition of the BlueOval SK (BOSK) joint venture and $481 million in costs related to the cancellation of three electric vehicle (EV) programs and the discontinuation of the F-150 Lightning. Despite these charges, the company achieved an adjusted EBIT of $2.5 billion, supported by strong performance in Ford Blue and Ford Credit. Operational headwinds included aluminum supply disruptions caused by fires at a Novelis plant, which increased commodity costs and temporary sourcing expenses. While Ford Pro’s EBIT declined to $1.7 billion due to these supply constraints and lower volumes, Ford Blue’s EBIT rose to $1.1 billion on favorable pricing and product mix. Ford Credit remains a stable contributor, reporting $757 million in EBT. Management maintains a full-year 2026 guidance of $10.0 billion to $11.0 billion in adjusted EBIT and $6.0 billion to $7.0 billion in adjusted free cash flow. Key risks include ongoing trade policy uncertainty regarding $3 billion in expected tariff reimbursements, potential EV market volatility, and the need to recover production lost to supply chain disruptions. |
| Apr 30, 2026 | mda_quarterly | Ford reported a strong first quarter in 2026, with net income of $2.55 billion and Company adjusted EBIT of $3.49 billion, significantly outpacing the prior-year period. This performance was primarily driven by robust results in the Ford Blue and Ford Pro segments, alongside improved earnings at Ford Credit. Ford Blue EBIT reached $1.94 billion, benefiting from favorable market factors and lower regulatory compliance costs, while Ford Pro EBIT rose to $1.69 billion, supported by lower structural costs and a $500 million one-time IEEPA tariff benefit. Conversely, the Ford Model e segment continued to face challenges, reporting a $777 million EBIT loss, though this represented a slight improvement due to lower Gen-1 product losses. The company is navigating significant strategic shifts, including the cancellation of three EV programs and the discontinuation of the F-150 Lightning. Ford is also restructuring its EV battery strategy through a disposition agreement with BlueOval SK (BOSK), expecting to recognize $3.5 billion in special charges in the second quarter of 2026. Liquidity remains a priority, with $43.1 billion in Company liquidity at quarter-end. Management maintains its 2026 guidance, targeting $8.5–$10.5 billion in adjusted EBIT, despite ongoing headwinds from commodity costs and supply chain disruptions, notably at Novelis. |
Source: SEC EDGAR filing text and events; period Oct 2, 2026; filed Oct 2, 2026.
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