10-Q · latest 5
What Ford's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 3 signals
Ford faces reinstated $82M damages award in Versata software lawsuit, with more potential losses
A federal court reinstated an $82 million damages award against Ford for breach of a software contract and ordered a new trial for trade secret misappropriation claims.
$82M
Reinstated jury award for breach of contract damages
Versata Software, LLC
Ford Takes $2.93B Charge on 'BOSK' Investment Disposition in H1 2026
Ford recorded a massive $2.93 billion non-cash charge related to the disposition of its 'BOSK' investment, indicating a significant divestiture of a non-core asset.
$2.9B
Non-cash charge for disposition of BOSK investment in H1 2026
- SEC EDGAR
10-Q
Filed · 3 signals
Ford files new 2026 executive compensation metrics to accelerate strategic plan.
Ford has filed new performance metrics for its 2026 annual bonus and long-term incentive plans, directly tying executive pay to new strategic goals.
Ford faces potential $1B+ collateral requirement for Brazilian tax litigation
Ford is managing a major tax dispute in Brazil that could require posting over $1 billion in collateral, creating significant financial uncertainty and risk.
$1B
Potential collateral requirement for Brazilian tax litigation
Ford Credit issued $12.6B in new long-term debt in Q1 2026
Ford's financing arm, Ford Credit, actively managed its balance sheet by issuing $12.565 billion in new long-term debt while making payments of $13.294 billion on existing debt.
$12.6B
Proceeds from issuance of long-term debt by Ford Credit in Q1 2026
Showing 5 of 6 filing signals. The Signal API returns all of them.
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Ford earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Major supply chain crisis from Novelis fire causing $1.5-2B EBIT headwindA fire at a key aluminum supplier (Novelis) is causing a massive Q4 production and financial disruption. The company has mobilized a crisis team and is actively seeking alternative aluminum sources, creating an urgent need for supply chain resilience and alternative material solutions. | |
| Increasing spending on next-gen universal EV platform (UEV).Ford is increasing spending on its UEV platform, including installing new equipment in its Louisville plant and ramping up its Marshall LFP battery plant. This multi-year capital project for a 2027 launch creates significant opportunities for factory automation, manufacturing tech, and supply chain partners. | |
| Investing heavily in new affordable universal EV platform (UEV)Ford is making a major strategic bet on a new 'universal EV platform' (UEV) for affordable vehicles starting around $30,000. With sourcing 95% complete and equipment installation beginning this year for a 2027 launch, this represents a massive, long-term investment and opportunity for suppliers in manufacturing, battery tech (LFP), and vehicle software. | |
| Appointed Alicia Boler Davis as new President of Ford ProThe CEO announced the appointment of Alicia Boler Davis as the new President of Ford Pro, a critical and high-growth commercial division. New C-level leadership often triggers reviews of existing strategies, budgets, and vendor relationships, creating a window of opportunity for new partners. | |
| Shifting product mix strategy due to anticipated easing of emissions rulesLeadership anticipates a significant reduction in federal emissions requirements, which is causing a strategic shift to optimize their product mix of ICE, hybrids, and EVs. This change creates opportunities for suppliers aligned with their renewed focus on more profitable ICE and hybrid vehicles, particularly high-demand trucks and SUVs. | |
| Ford Pro's paid software subscriptions grew 8% to 818,000.The Ford Pro commercial division is successfully growing its high-margin software business, with subscriptions up 8% to over 800,000. This growth in a key strategic area indicates continued investment in the underlying software platforms, data services, and partner integrations to support this revenue stream. |
Signal API · MCP
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .