---
schema_version: "secwatch.filing_event.v1"
accession: "0000037996-26-000184"
form_type: "8-K"
ticker: "F"
cik: "0000037996"
company_name: "FORD MOTOR CO"
filed_at: "2026-10-02T13:16:49+00:00"
generated_at: "2026-10-12T14:33:11.681824+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.45
calibrated_materiality_score: 0.45
confidence: "high"
source: SEC EDGAR
---

# Ford Q3 US sales fall 6.6% to 509,764 on Escape/Corsair phase-out; retail share up 0.4 pp

## Summary
- Q3 US sales totaled 509,764 vehicles, down 6.6% YoY; excluding the planned Escape and Corsair phase-out, retail share rose about 0.4 pp to 12.1% and total volume was essentially flat.
- F-Series September sales rose 2.4% to 67,448 trucks; YTD 561,508, more than 140,000 ahead of Chevrolet Silverado, on track for a 50th straight year as America's best-selling truck.
- Super Duty Q3 production reached 110,275 trucks, up 4.4% and the best quarter in 19 years; overall F-Series production rose 4.5% to 266,777 trucks.
- End-of-September F-150 supplier issue, unrelated to aluminum, is containable within Ford's FY2026 adjusted EBIT guidance of $10.0B-$11.0B provided July 28, 2026.
- Paid software subscriptions exceeded 1.7 million through September, up more than 40% YoY; Maverick Hybrid set a Q3 record of 27,793 units, up 59.6%.

## SEC filing metadata
- accession: 0000037996-26-000184
- form_type: 8-K
- ticker: F
- cik: 0000037996
- company_name: FORD MOTOR CO
- filed_at: 2026-10-02T13:16:49+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.45
- calibrated_materiality_score: 0.45
- confidence: high
- sec_items: 7.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/37996/000003799626000184/0000037996-26-000184-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/37996/000003799626000184/f-20261002.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000037996-26-000184
- JSON: https://secwatch.observer/filing/0000037996-26-000184.json
- Plain text: https://secwatch.observer/filing/0000037996-26-000184.txt

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