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Screener / SEC EDGAR /CIK 0000037996 /10-K filed Feb 11, 2026, compared with Feb 6, 2025 /Numbers from the XBRL of the 10-Ks
Consumer discretionary peers:
FTSLAGMHDLOWTJX
NYSE Consumer discretionary · Automakers

Ford Motor Company F

F quote by TradingView

Ford Motor Company was incorporated in Delaware in 1919. 10-K, Item 1

Headquarters
Dearborn, MI
Next results
around Feb 9, 2027
Compare with peers Embed

Where each dollar of revenue went, FY2024

Revenue of $185.0B through the costs to a net profit of $5.9B · income statement of the 10-K

3% operating margin
Revenue to Gross profit: $26.6BRevenue to Cost of revenue: $158.4BGross profit to Operating profit: $5.2BGross profit to Operating expenses: $21.3BOperating profit to Net profit: $3.9BOperating profit to Tax: $1.3BOther income to Net profit: $2.0BOperating expenses to R&D: $8.0BOperating expenses to Sales, admin & other: $13.3B Revenue: $185.0B REVENUE $185.0B +5% Y/Y Gross profit: $26.6B · 14% margin GROSS PROFIT $26.6B 14% margin Cost of revenue: $158.4B · 86% of revenue COST OF REVENUE $158.4B 86% of revenue Operating profit: $5.2B · 3% margin OPERATING PROFIT $5.2B 3% margin · −4% Y/Y Other income: $2.0B · 1% of revenue OTHER INCOME $2.0B 1% of revenue Operating expenses: $21.3B · 12% of revenue OPERATING EXPENSES $21.3B 12% of revenue Net profit: $5.9B · 3% margin NET PROFIT $5.9B 3% margin · +35% Y/Y Tax: $1.3B · 1% of revenue TAX $1.3B 1% of revenue R&D: $8.0B · 4% of revenue R&D $8.0B 4% of revenue Sales, admin & other: $13.3B · 7% of revenue SALES, ADMIN & OTHER $13.3B 7% of revenue
Gross profit $26.6B 14% margin
Operating profit $5.2B 3% margin · −4% Y/Y
Net profit $5.9B 3% margin · +35% Y/Y
The full income statement, year by year

F among Consumer discretionary peers

Six ratios from the latest 10-K. Each corner is the share of 46 peers the company is above, not a score.

Compare
Revenue growth: 1.2%, above 20% of 46 peers (their median 5.9%) REVENUE GROWTH 1.2% · above 20% Gross margin: 8.4%, above 0% of 30 peers (their median 42.2%) GROSS MARGIN 8.4% · above 0% Operating margin: -3.8%, above 0% of 39 peers (their median 16.0%) OPERATING MARGIN -3.8% · above 0% Net margin: -4.2%, above 0% of 46 peers (their median 11.0%) NET MARGIN -4.2% · above 0% FCF margin: 2.8%, above 11% of 44 peers (their median 9.5%) FCF MARGIN 2.8% · above 11%
F Peer median Below the median

What changed

12 new risk paragraphs and 2 accounting facts worth reading about. 10-K filed Feb 11, 2026 against Feb 6, 2025.

Risk factors
12 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Critical audit matters changed
New this year: Impairments of Model e Long-Lived Assets and Equity in Net Assets of an Affiliated Company (“As described in Notes 2, 13, 14, and 23 to the consolidated financial statements, the Company’s net property was $37.3 billion as of December 31, 2025, a portion of which relates to the Model e long-lived assets, and equity in net assets of affiliated companies was $2.8 billion as of December 31, 20”). Same as last year: Warranty and Field Service Actions Accrual (United States); Ford Credit Consumer Finance Receivables Allowance for Credit Losses
10-K · XBRL
Material impairment (8-K item 2.06)
8-K item 2.06 (material impairments) filed Dec 15, 2025: “As previously disclosed, although we are investing in our electric vehicle (“EV”) strategy, we anticipate that the market for EVs will continue to be challenging. As a result, we are taking several actions to adjust our business strategy, which impact our EV manufacturing capacity and product roadmap. BlueOval SK, LLC On December 9, 2025, Ford Motor Company (“Ford”), SK On Co., Ltd. (“SK On”), SK…”
10-K · XBRL
Accounting checks
9 other checks clear, 2 worth a look
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
2 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

2facts worth reading about the other 9 checks found nothing to note

  • Critical audit matters changed
    New this year: Impairments of Model e Long-Lived Assets and Equity in Net Assets of an Affiliated Company (“As described in Notes 2, 13, 14, and 23 to the consolidated financial statements, the Company’s net property was $37.3 billion as of December 31, 2025, a portion of which relates to the Model e long-lived assets, and equity in net assets of affiliated companies was $2.8 billion as of December 31, 20”). Same as last year: Warranty and Field Service Actions Accrual (United States); Ford Credit Consumer Finance Receivables Allowance for Credit Losses
  • Material impairment (8-K item 2.06)
    8-K item 2.06 (material impairments) filed Dec 15, 2025: “As previously disclosed, although we are investing in our electric vehicle (“EV”) strategy, we anticipate that the market for EVs will continue to be challenging. As a result, we are taking several actions to adjust our business strategy, which impact our EV manufacturing capacity and product roadmap. BlueOval SK, LLC On December 9, 2025, Ford Motor Company (“Ford”), SK On Co., Ltd. (“SK On”), SK…”
  • Receivables +4.6% vs revenue +1.2% (+3.4 pts)
8 more checks with nothing to note
  • Cash from operations $21.3B vs net income −$8.2B (FY ending Dec 31, 2025)
  • Inventory +2.2% vs revenue +1.2% (+1.0 pts)
  • Same auditor in both 10-Ks: PricewaterhouseCoopers LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 1.03 in the last 2 years

In their words

12 paragraphs in Risk Factors that were not in the 10-K filed Feb 6, 2025. Quoted as filed.

All 12 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Feb 6, 2025 10-K, ITEM 1A
    Ford is also subject to environmental regulatory compliance requirements, and in many jurisdictions (including the United States), we are required to report on and correct certain emissions-related defects. Similarly, where required by regulation, we are obligated to honor certain warranties on emissions-related components, which can…
  2. Item 1A · new paragraph · not in the 10-K filed Feb 6, 2025 10-K, ITEM 1A
    While we continue to invest in direct-to-consumer sales methods for our connectivity, digital and physical services, and integrated software services offerings, we are dependent on the efforts of third-party dealers for the majority of our sales in this space. We have invested and will continue to invest in programs to enhance sales…
  3. Item 1A · new paragraph · not in the 10-K filed Feb 6, 2025 10-K, ITEM 1A
    Changes in international trade policy can also have a substantial adverse effect on our financial condition, results of operations, or our business in general. To the extent governments in various regions implement or intensify restrictions or barriers to trade, such as tariff or non-tariff barriers, export controls, currency…
  4. Item 1A · new paragraph · not in the 10-K filed Feb 6, 2025 10-K, ITEM 1A
    Additionally, as noted above, U.S. federal tax incentives for purchasers of plug-in vehicles have changed in recent years. In 2022, Congress established these incentives and many retail and commercial vehicle purchasers were eligible for a tax credit of up to $7,500 per vehicle, increasing market demand for plug-in vehicles. Further, to…

New risk paragraphs, against peers

Latest 10-K of each, Consumer discretionary companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2022FY2023FY2024FY2025
Revenue$158.1B$176.2B$185.0B$187.3B
Net income−$2.0B$4.3B$5.9B−$8.2B
Operating cash flow$6.9B$14.9B$15.4B$21.3B
Free cash flow−$13.0M$6.7B$6.7B$12.5B

Revenue, FY2016 to FY2025

Ten fiscal years, each from its own 10-K · XBRL · USD

$187.3B ▲ 1.2% in FY2025

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings

About the company

Ford Motor Company, Dearborn, MI · from the 10-K filed Feb 11, 2026

Ford Motor Company was incorporated in Delaware in 1919. We acquired the business of a Michigan company, also known as Ford Motor Company, which had been incorporated in 1903 to produce and sell automobiles designed and engineered by Henry Ford. We are a global company based in Dearborn, Michigan. With about 169,000 employees worldwide, the Company is committed to helping build a better world, where every person is free to move and pursue their dreams. The Company’s Ford+ plan for growth and value creation combines existing strengths, new capabilities, and always-on relationships with customers to enrich experiences for customers and deepen their loyalty.

Headquarters
Dearborn, MI
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
December 31
Last results
Oct 28, 2026
Incorporated in
DE

Email alerts

Sources

The 10-K filed Feb 11, 2026 (open at SEC), compared with the 10-K filed Feb 6, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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