Ford Motor Co

Company facts

Industry

Motor Vehicles & Passenger Car Bodies

Headquarters

Dearborn, Michigan

Most recent report

10-Q, filed Oct 29, 2026

Incorporated

Delaware

Filings on record

1,000+ filings

On EDGAR

CIK 37996

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Sep 2026 10-Q

SECSift found 3 of 9 sections worth reading, with 1 positive, 4 notable, and 3 negative flags.

• Part I

  Core financial statements with segment results, debt changes, and BOSK joint venture wind-down.
  Notable

  • Ford assumed a $3.8B DOE loan at 4.814% from BOSK, with interest-only payments through Jan 2030.
  Negative

  • BOSK wind-down caused $2.9B charge in Q2 2026, plus $0.7B in cost of sales.

• Financial Statements (Item 1)

  Segment detail, cash swing, special items, guidance, and offtake commitments.
  Positive

  • Expect $2.2B in tariff reimbursements; received $500M in Q3 2026, with partial Novelis production recovery beginning.
  Notable

  • Offtake commitments through 2035 total about $6.2B, with purchase obligations subject to market price fluctuations.

• Legal Proceedings (Item 1)

  Contains resolved and ongoing litigation with large dollar amounts and a new $1B+ collateral risk.
  Notable

  • Hetsler v. Ford: $103 million judgment satisfied after final appeal denied September 30, 2026. Case closed.
  • Capic class action in Australia: liability upheld, damages trial for sub-groups held September 2026, decision pending.
  Negative

  • Brazilian tax assessments may require over $1 billion in collateral; $400 million already posted. Risk is called remote but cash could be tied up.
  • Versata trade secret case: $82 million jury award reinstated on appeal in May 2026, plus possible interest from 2015 filing.

What changed: Sep 2026 vs. Jun 2026

About 2% of F's Sep 2026 10-Q is new information. 8 paragraphs were added, 167 changed, and 32 removed. Below are the most important lines SECSift identified.

• Item 1 79
• Part I 43
• Item 6 9
• Item 3 3
• Item 2 2
• Item 4 2
• Item 5 1