---
schema_version: "secwatch.filing_event.v1"
accession: "0000037996-25-000238"
form_type: "8-K"
ticker: "F"
cik: "0000037996"
company_name: "FORD MOTOR CO"
filed_at: "2025-12-15T23:59:59+00:00"
generated_at: "2026-05-16T13:16:55.347533+00:00"
event_type: "other_material"
sentiment: "negative"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Ford records ~$19.5B in special items, cancels EVs, ends F-150 Lightning, launches battery storage

## Summary
- Aggregate special items ~$19.5B pre-tax, majority in Q4 2025: ~$8.5B Model e asset write-down, ~$3B BOSK impairment, plus program cancellation costs.
- Cancels three planned EVs (full-size pickup, two commercial vans); ends current F-150 Lightning production; next-gen Lightning will be extended-range EV.
- Enters JV disposition agreement for BlueOval SK; Ford subsidiary to own Kentucky battery plants, SK On to own Tennessee plant.
- Raises 2025 adjusted EBIT guidance to ~$7B; reaffirms FCF trend to high end of $2-3B; expects ~$5.5B cash outflows from special items, mainly in 2026.
- Launches battery energy storage business using Kentucky plants; plans 20 GWh annual capacity by late 2027; invests ~$2B over two years.

## SEC filing metadata
- accession: 0000037996-25-000238
- form_type: 8-K
- ticker: F
- cik: 0000037996
- company_name: FORD MOTOR CO
- filed_at: 2025-12-15T23:59:59+00:00
- event_type: other_material
- sentiment: negative
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.06, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/37996/000003799625000238/0000037996-25-000238-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/37996/000003799625000238/f-20251209.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000037996-25-000238
- JSON: https://secwatch.observer/filing/0000037996-25-000238.json
- Plain text: https://secwatch.observer/filing/0000037996-25-000238.txt

## Source-grounded claims
- claim_id: abe8f7bafd3cdd9280e58b529479c6eda6cf58ee
  claim: FORD MOTOR CO announced a impairment with charges of about $8.5 billion affecting Ford Model e segment.
  evidence_excerpt: As a result, we concluded that our Ford Model e segment long-lived assets are impaired. In addition, we will write down certain other long-lived assets related to the canceled EVs. The aggregate expected pre-tax write-down is estimated to be about $8.5 billion, which will be recognized in the fourth quarter of 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/37996/000003799625000238/0000037996-25-000238-index.htm
- claim_id: c26d0c9f3b174eac4a0b7f5665987bf9f177b5d5
  claim: FORD MOTOR CO announced a impairment with charges of about $3 billion affecting BlueOval SK, LLC.
  evidence_excerpt: As a result of Ford’s entry into the Joint Venture Disposition Agreement, on December 9, 2025, we concluded that we will recognize a charge related to our share of BOSK’s long-lived asset impairment and the impairment of our remaining investment in BOSK. The aggregate expected pre-tax charge is estimated to be about $3 billion, which will be recognized in the fourth quarter of 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/37996/000003799625000238/0000037996-25-000238-index.htm

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