Company Dossier · Consumer Discretionary
Ford Motor Company
- S&P 500
- Russell 1000
What Ford Motor Company is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $190 billion, up 3.8% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: $9.55 billion, up 2.6% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to March 31, 2026: $9.37 billion, up 11% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $49.7 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 28, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 6 outlook figures raised, 0 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 11, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q2 2026: $0.1 million on the open market.SEC Form 4
- 1,747 institutional managers reported a position at June 30, 2026 (+34 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 323 (382 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 113 — latest NHTSA vehicle recall, Oct 6, 2026 →
Company Posture
How Company Posture is measured →What Ford Motor Company is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings58th pct
- Deals and private raises48th pct
- Patent publications57th pct
Confident ↔ Hedging
Confident
- Call sentiment78th pct
- Call confidence55th pct
- Guidance changes98th pct
- Risk factors added73rd pct
- Insider open-market trades82nd pct
- + Guidance changes
- + Call sentiment
- + Insider open-market trades
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver71st pct
- Stress filings50th pct
Credit
How these are built →Ford Motor Company's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$0.7B
- Due within a year $0.0B
- Longer term $0.7B
- Default point $0.4B (short + ½ long)
Finance leases included · Dec 31, 2020 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (AVOQ, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (MARSHALL & POPP, LLC)third_quarter 2026
- Oct 20, 2026LobbyingLobbying report (FORD MOTOR COMPANY)third_quarter 2026 · $1.2 million
- Oct 20, 2026LobbyingLobbying report (WILLIAMS AND JENSEN, PLLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (RESONANT TAX STRATEGIES, LLP)third_quarter 2026 · $0.1 million
- Oct 20, 2026PatentPatent granted: ACCESS CONTROL BARRIERUS 12770449
- Oct 20, 2026PatentPatent granted: VEHICLE CONTROLUS 12767135
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 12, 2026LobbyingLobbying report (RYAN COSTELLO STRATEGIES)third_quarter 2026 · $0.0 million
- Oct 6, 2026LobbyingLobbying report (O'KEEFFE SHAHMORADI STRATEGIES, LLC)third_quarter 2026 · $0.0 million
- Oct 6, 2026Risk event
- Oct 6, 2026Risk event
- Oct 6, 2026Risk event
- Sep 24, 2026LobbyingLobbying report (CAPITOL TAX PARTNERS, LLP)fourth_quarter 2025 · $0.1 million
- Sep 22, 2026Risk event
- Sep 22, 2026Risk event
- Sep 22, 2026Risk event
- Sep 17, 2026Risk event
- Sep 9, 2026Risk event
- Sep 9, 2026Risk event
- Sep 9, 2026Risk event
- May 21, 20268-KMaterial agreement signedItem 1.01
- May 19, 20268-KShareholder vote resultsItem 5.07
- Apr 15, 20268-KDirector or officer changeItem 5.02
- Apr 15, 20268-KMaterial agreement signedItem 1.01
- Feb 11, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Dec 15, 20258-KMaterial impairmentItem 2.06
- Dec 12, 20258-KDirector or officer changeItem 5.02
- Jul 28, 20258-KMaterial agreement signedItem 1.01
- May 13, 20258-KDirector or officer changeItem 5.02
- May 13, 20258-KShareholder vote resultsItem 5.07
- Apr 17, 20258-KMaterial agreement signedItem 1.01
- Feb 6, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 5, 20258-KDirector or officer changeItem 5.02
- Dec 16, 20248-KMaterial agreement signedItem 1.01
- Nov 7, 20248-KDirector or officer changeItem 5.02
- Oct 31, 20248-KDirector or officer changeItem 5.02
- Feb 7, 202410-KAnnual report (10-K)2 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| General Motors GM | $170B | $14.4B | Sep 30, 2026 |
| Home Depot Inc. HD | $169B | $15.1B | Aug 2, 2026 |
| Target Corp. TGT | $108B | $4.5B | Aug 1, 2026 |
| Tesla Inc. TSLA | $104B | $5.8B | Jun 30, 2026 |
| Lowe's Companies LOW | $90.4B | $7.0B | Jul 31, 2026 |
| TJX Companies TJX | $62.4B | $5.9B | Aug 1, 2026 |
| Amazon.com Inc. AMZN | $776B | −$11.6B | Jun 30, 2026 |
| Nike Inc. NKE | $45.9B | $2.1B | Aug 31, 2026 |