{"schema_version":"secwatch.filing_event.v1","accession":"0000038009-26-000021","form_type":"8-K","ticker":null,"cik":"0000038009","company_name":"FORD MOTOR CREDIT CO LLC","filed_at":"2026-04-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.588434+00:00","generated_at":"2026-05-15T02:31:31.827824+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Ford Q1 2026 net income $2.5B ($0.63 EPS); raises FY adj EBIT guidance","bullets":["Q1 revenue $43.3B (+6% YoY), net income $2.5B vs $0.5B, diluted EPS $0.63 vs $0.12.","Adj EBIT $3.5B includes $1.3B one-time IEEPA tariff benefit; FY guidance raised to $8.5-10.5B from $8-10B.","Declared Q2 dividend $0.15/share; operating cash flow $1.3B; adj free cash flow use $1.9B.","Wholesale units 934k (down 4% YoY); Ford CFO expects Novelis profit recovery in H2 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0000038009-26-000021","json":"https://secwatch.observer/filing/0000038009-26-000021.json","markdown":"https://secwatch.observer/filing/0000038009-26-000021.md","text":"https://secwatch.observer/filing/0000038009-26-000021.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/38009/000003800926000021/0000038009-26-000021-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/38009/000003800926000021/fmcc-20260429.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T02:31:31.827824+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"b22e532b876153e68dc586576533e27c464ac820","claim":"FORD MOTOR CREDIT CO LLC reported first quarter 2026 results: revenue $43.3 billion, net income $2.5 billion, EPS $0.63. Guidance raised.","evidence_excerpt":"Ford Reports First-Quarter 2026 Financial Results; Raises Full-Year Guidance • First-quarter revenue of $43.3 billion; net income of $2.5 billion; adjusted EBIT of $3.5 billion; operating cash flow was $1.3 billion; adjusted free cash flow was a use of $1.9 billion • Net income of $2.5 billion and adjusted EBIT of $3.5 billion reflect a $1.3 billion one-time IEEPA tariff benefit, strong product mix and net pricing, and growth in software and physical services • Company declared a second-quarter regular dividend of 15 cents per share on April 28, 2026 • Company raises full-year adjusted EBIT guidance to $8.5 billion to $10.5 billion (from $8.0 billion to $10.0 billion) DEARBORN, Mich., April 29, 2026 – Ford Motor Company (NYSE: F) today announced its first-quarter quarter 2026 financial results.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/38009/000003800926000021/0000038009-26-000021-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter 2026"},{"label":"Revenue","value":"$43.3 billion"},{"label":"Net income","value":"$2.5 billion"},{"label":"EPS","value":"$0.63"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}