AI-extracted from the 10-Q filed 2026-07-29 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Ford reported Q2 net loss of $1.3B driven by $4.2B in special charges from BOSK JV exit and EV program cancellations, though adjusted EBIT of $2.5B rose 17% YoY.
Biggest Revenue Drivers
Vehicles, parts, and accessories$42.7B-5% YoY
Decline reflects lower Ford Blue and Ford Pro wholesales and 53% drop in Ford Model e EV production.
Leasing income$1.5B+16% YoY
Ford Credit leasing portfolio growth offset by lower volume.
Biggest Revenue Drivers
Total revenue: $48.3B-4% YoY
Vehicles, parts, and accessories$42.7B-5% YoY
Decline reflects lower Ford Blue and Ford Pro wholesales and 53% drop in Ford Model e EV production.
Leasing income$1.5B+16% YoY
Ford Credit leasing portfolio growth offset by lower volume.
Lower volumes and favorable pricing offset by higher commodity costs and Novelis-related temporary sourcing.
Ford Credit interest, operating, and other expenses$2.8B+1% YoY
Relatively stable Ford Credit operations with modest growth in operating costs.
Selling, administrative, and other expenses$2.7B—
Flat year-over-year at $2.7B.
Margins: Net income margin deteriorated to negative 2.7% in Q2 2026 from negative 0.1% YoY, primarily due to $4.2B in pre-tax special item charges. Adjusted EBIT margin improved 90 bps to 5.2%, reflecting improved Ford Blue and Model e performance and favorable market factors offsetting higher commodity costs.
Watch Items from the Filing
BOSK JV exit resulted in $3.6B pre-tax charge in Q2 2026; Ford assumed $3.8B DOE loan at 4.814% maturing 2040, adding debt and interest expense burden.
Ford Model e segment operating loss widened to $919M in Q2 2026; company expects $4.0B loss for full-year 2026 due to EV program cancellations and reduced Mustang Mach-E production.
Novelis aluminum supply disruption from September/November 2025 fires continues to impact production; company expects partial recovery of lost production in H2 2026.
Company liquidity at $43.4B; cash of $22.3B below $20B+ target threshold; company adjusted free cash flow of $2.1B in Q2, down 25% YoY due to timing and working capital.
Ford Pro EBIT decreased $600M YoY to $1.7B, reflecting lower volumes from Escape discontinuation and aluminum disruption; 2026 guidance targets $7.0-7.5B, representing mid-point decline.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
71 transactions in F reported by 18 members of Congress under the STOCK Act, most recent trade Aug 31, 2026. Reported transactions, not recommendations.
About FORD MOTOR CO (F): stock profile, AI score and financials
FORD MOTOR CO (F) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores F at 53.6/100 on a composite quality score built from its SEC filings, placing it at rank #1,383 of 2,925 stocks — the top half of the AI-ranked universe. F scores in the top quartile across revenue scale (99.2), earnings quality (93.4), institutional flow (80.8). Areas of concern include profitability (27.8) and revenue growth (31.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), FORD MOTOR CO reports quarterly revenue of $48.3B, net income of $-1.3B, an operating margin of 1.3%. Top institutional holders of F by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. F trades on the NYSE exchange and files with the SEC under CIK 37996. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate F daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for FORD MOTOR CO directly from SEC EDGAR.