---
schema_version: "secwatch.filing_event.v1"
accession: "0000037996-25-000185"
form_type: "8-K"
ticker: "F"
cik: "0000037996"
company_name: "FORD MOTOR CO"
filed_at: "2025-10-23T23:59:59+00:00"
generated_at: "2026-05-17T02:36:16.844337+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Ford reports record Q3 revenue $50.5B, net income $2.4B; full-year EBIT guidance $6.0-6.5B

## Summary
- Revenue $50.5B (record), net income $2.4B, diluted EPS $0.60 vs $0.22 YoY.
- Adjusted EBIT $2.6B including $0.7B net tariff impacts; operating cash flow $7.4B, adj. FCF $4.3B.
- Full-year 2025 guidance: adj. EBIT $6.0-6.5B, adj. FCF $2.0-3.0B, capex ~$9B.
- Q4 regular dividend declared at $0.15 per share.
- Novelis headwind: 2025 adj. EBIT impact $1.5-2.0B; expected mitigation of at least $1.0B in 2026.

## SEC filing metadata
- accession: 0000037996-25-000185
- form_type: 8-K
- ticker: F
- cik: 0000037996
- company_name: FORD MOTOR CO
- filed_at: 2025-10-23T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/37996/000003799625000185/0000037996-25-000185-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/37996/000003799625000185/f-20251023.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000037996-25-000185
- JSON: https://secwatch.observer/filing/0000037996-25-000185.json
- Plain text: https://secwatch.observer/filing/0000037996-25-000185.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.