secwatch.observer — SEC 8-K summary ====================================== Issuer: FORD MOTOR CREDIT CO LLC (—) CIK: 0000038009 Form: 8-K Filed at: 2026-04-29T23:59:59+00:00 Accession: 0000038009-26-000021 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Ford Q1 2026 net income $2.5B ($0.63 EPS); raises FY adj EBIT guidance ---------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/38009/000003800926000021/0000038009-26-000021-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/38009/000003800926000021/fmcc-20260429.htm HTML page: https://secwatch.observer/filing/0000038009-26-000021 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer