secwatch.observer — SEC 8-K summary
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Issuer:     FORD MOTOR CO (F)
CIK:        0000037996
Form:       8-K
Filed at:   2026-10-02T13:16:49+00:00
Accession:  0000037996-26-000184
Event type: other_material
Sentiment:  neutral
Materiality: 0.45
Item codes: 7.01, 8.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/37996/000003799626000184/0000037996-26-000184-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/37996/000003799626000184/f-20261002.htm
  HTML page:      https://secwatch.observer/filing/0000037996-26-000184

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