Role change
John Lawler
Vice Chair
F ·
FORD MOTOR CO
Ms. House succeeds John Lawler as Chief Financial Officer.
Ready 8-Ks
43
Latest filing
May 21, 2026, 6:45 AM ET
Top materiality
0.90
Event mix
other_material ×16 · earnings ×9 · leadership ×8
Sentiment
11 pos · 10 neg · 22 neu
Latest earnings
reported 2026-Q1
Executive change
recent →
Recent 8-K filings for F
Highest-materiality recent filing
Ford Q2 Revenue $50.2B, Net Loss $36M; Declares 15c Dividend; Reinstates 2025 Guidance
- Second-quarter revenue reached a record $50.2 billion; net loss of $36 million due to special items.
- Adjusted EBIT was $2.1 billion, including $0.8 billion of adverse net tariff-related impacts.
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Ford assumes $3.805B DOE loan for Kentucky battery plant, exits BlueOval SK JV
Ford redeemed its membership interest in BlueOval SK (BOSK) and terminated its $6.6B capital contribution commitment.
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Ford annual meeting: all directors elected, recapitalization proposal rejected
All 15 director nominees elected; William Clay Ford Jr. received highest 'against' at 449M shares (9%) but still elected.
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Ford Q1 revenue $43.3B, net income $2.5B; raises FY adjusted EBIT guidance to $8.5-10.5B
Adjusted EBIT of $3.5B includes $1.3B one-time IEEPA tariff benefit; GAAP EPS $0.63 vs $0.12 YoY.
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Ford extends $13.5B in revolving credit maturities and $3B term loan availability
Extended $3.4B 2028 revolver to 2029 and $10.1B 2030 revolver to 2031 via Twenty-Third Amendment.
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Ford's Chief EV, Digital, and Design Officer J. Douglas Field to depart next month
J. Douglas Field, Chief EV, Digital, and Design Officer, notified Ford on April 15, 2026 of his decision to leave after a transition period.
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Ford Q1 2026 US sales: retail share up to 11.6%; SUV and truck demand strong
Total sales of 457,315 vehicles; estimated retail share rose 0.2pp to 11.6%.
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Ford Motor Company Announces Anti-Dilutive Share Repurchase Program of Up to 31.7 Million Shares
Board authorizes repurchase of up to 31.7 million shares of Ford Common Stock.
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Ford reports Q4 net loss of $11.1B on special items; 2026 EBIT guide $8-10B
Q4 revenue $45.9B (-5% YoY); full-year revenue $187.3B (+1% YoY).
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Ford discloses $0.6B pre-tax pension remeasurement loss for Q4 2025
Pre-tax remeasurement loss of ~$0.6B to be recorded in Q4 2025 results; $0.3B US pension, $0.3B non-US pension.
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Ford Q4 2025 US sales up 2.7%, full-year up 6%; market share rises to 13.2%
Total 2025 US sales of 2,204,124 vehicles (+6% YoY); annual market share 13.2% (+0.6 ppt).
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Ford records ~$19.5B in special items, cancels EVs, ends F-150 Lightning, launches battery storage
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.
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Ford amends retirement plans, closes SRP to new retirees; updates By-Laws
SRP closed to new retirees effective Jan 2, 2026; BEP and SRP amended effective Jan 1, 2026.
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Ford reaffirms FY2025 guidance after supplier Novelis plant fire; operations mostly restored
Fire at Novelis Oswego plant on Nov. 20 contained; no injuries; cold mill and heat treatment operations now running.
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Ford reports record Q3 revenue $50.5B, net income $2.4B; full-year EBIT guidance $6.0-6.5B
Revenue $50.5B (record), net income $2.4B, diluted EPS $0.60 vs $0.22 YoY.
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Ford Q3 US sales rise 8.2% to 545,522; electrified vehicles hit record 85,789
Total sales 545,522, up 8.2% YoY; seven consecutive months of growth.
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Ford Q2 Revenue $50.2B, Net Loss $36M; Declares 15c Dividend; Reinstates 2025 Guidance
Second-quarter revenue reached a record $50.2 billion; net loss of $36 million due to special items.
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Ford closes $3.0B unsecured term loan facility with JPMorgan
$3.0B commitments available through July 28, 2026; loans mature December 31, 2028.
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Ford discloses $570M fuel injector recall for 2021-24 Bronco Sport, 2020-22 Escape, 2019-24 Kuga
Estimated aggregate cost of $570M for fuel injector field service action on certain models.
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Ford Q2 2025 U.S. sales up 14.2%; market share surges to 14.3%
Total sales of 612,095 vehicles, with F-Series posting best Q2 since 2019 at 222,459 units sold.
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Ford appoints Kyle Crockett as Chief Accounting Officer; annual meeting votes ratified
Crockett, former Carrier VP/Controller/CAO, becomes Ford CAO effective after Q2 2025 10-Q filing.
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Ford Q1 revenue $40.7B, net income $471M; suspends FY2025 guidance due to tariffs
Revenue $40.7B, down 5% YoY; net income $471M vs $1.3B; EPS $0.12 vs $0.33.
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Main revolver: $3.4B commitments now due April 17, 2028; $10.1B now due April 17, 2030 (prior: $25M/2026, $3.4B/2027, $0.1B/2028, $10.0B/2029).
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Ford Q1 US retail sales up 5%, F-Series best start in 20 years, electrified record 73,623
U.S. retail sales rose 5% in Q1; March retail up 19%.
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Ford appoints Sherry House CFO; Lawler to Vice Chair; multiple leadership changes
Sherry House named CFO effective Feb 6; she joined Ford as VP Finance in June 2024.
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Ford posts record revenue $185B in FY24, but 2025 EBIT guidance of $7-8.5B vs $10.2B prior year
Q4 revenue $48.2B (+5% YoY), net income $1.8B (vs -$0.5B loss Q4'23), adjusted EBIT $2.1B.
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Ford discloses $0.7B pre-tax pension remeasurement gain in Q4 2024
Pre-tax remeasurement gain on pension/OPEB plans of ~$0.7B in Q4 2024.
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Q4 retail sales up 17%; full-year 2024 retail gains 6%, twice the estimated retail industry rate.
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Ford guarantees 50% of BlueOval SK's $9.63B DOE loan for battery plants
BlueOval SK (Ford 50/50 JV with SK On) entered DOE Loan Agreement for $9.63B to finance battery plants in TN and KY.
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Ford enters NHTSA consent order over 2020 recall, agrees to $165M civil penalty
Consent order resolves NHTSA allegation that 2020 rearview camera recall was untimely; no admission of liability.
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Ford extends Peter Stern's departure date to Dec 31, 2024
Peter C. Stern, President of Ford Integrated Services, will now separate on Dec 31, 2024 (previously Dec 15).
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Ford Integrated Services President Peter Stern resigns; Michael Amend to lead interim
Peter Stern resigns as President, Ford Integrated Services, effective Dec 15, 2024.
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Ford Q3 revenue $46B (+5% YoY), adjusted EBIT $2.6B; cuts FY2024 adj. EBIT guide to ~$10B
Net income $0.9B (down $0.3B YoY) includes $1B EV-related charge; diluted EPS $0.22.
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Ford Q3 U.S. sales up 1% vs industry -2%; EV sales +12%, hybrids +38%
Ford retail sales up 4% in Q3; overall sales +1%, outpacing industry decline of 2%.
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Ford extends Tax Benefit Preservation Plan to 2027 to protect $43B in tax attributes
Amendment No. 5 extends TBPP expiration from Sept 30, 2024 to Sept 30, 2027.
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Ted Cannis to retire from Ford; Andrew Frick interim Ford Pro leader, Daniel Justo to lead FCSD
Ted Cannis, CEO of Ford Pro and FCSD, retires after 35 years at Ford; effective end of September.
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Ford cancels all-electric three-row SUV, takes $400M impairment; broadens hybrid focus
$400M non-cash impairment for canceled all-electric three-row SUV; special item in Q3 2024.
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Ford Q2 revenue up 6% to $47.8B, net income $1.8B, adj. EBIT $2.8B; raises FCF guidance
Revenue $47.8B (+6% YoY); net income $1.8B; diluted EPS $0.46.
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Ford elects Adriana Cisneros, CEO of Cisneros Group, to board effective July 11
Adriana Cisneros appointed to Board effective July 11, 2024, expanding the board to 15 directors.
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Ford Q2 2024 U.S. sales release filed; specific figures unavailable in provided text
Ford filed an 8-K with an Exhibit 99 news release on Q2 2024 U.S. sales.
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Ford annual meeting elects all 14 director nominees; recapitalization proposal rejected
All 14 nominees elected; William Clay Ford Jr. had 4.06B votes for, 638.8M against.
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Ford appoints John Lawler as Vice Chair; Sherry House to become CFO in early 2025
John Lawler, current CFO, appointed Vice Chair effective June 3, 2024; retains CFO role initially.
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Ford Q1 revenue $42.8B, net income $1.3B; raises FCF guidance, declares $0.15 dividend
Q1 revenue $42.8B (+3% YoY); net income $1.3B; adjusted EBIT $2.8B.
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Ford refinances credit lines, extends maturities and increases 364-day facility to $2.5B
Twenty-First Amendment: prior $3.4B due 2026 and $10.1B due 2028 replaced with $3.4B due 2027, $10.0B due 2029, plus minor earlier maturities.
Executive changes
Appointed
Sherry House
Chief Financial Officer
F ·
FORD MOTOR CO
On February 4, 2025, the Board of Directors of Ford Motor Company (“Ford” or “Company”) approved the appointment of Sherry House as Chief Financial Officer of the Company, effective February 6, 2025.
Departed
Peter C. Stern
President, Ford Integrated Services
F ·
FORD MOTOR CO
announced that Peter C. Stern, President, Ford Integrated Services, will resign from his position in order to pursue a new opportunity and that Mr. Stern will provide transition services until his separation from the Company effective December 15, 2024.
Appointed
(interim)
Michael R. Amend
Chief Enterprise Technology Officer
F ·
FORD MOTOR CO
Michael R. Amend, the Company’s Chief Enterprise Technology Officer, will also lead Ford Integrated Services, on an interim basis, until Mr. Stern’s replacement is appointed.
Departed
Peter C. Stern
President, Ford Integrated Services
F ·
FORD MOTOR CO
On October 30, 2024, Ford Motor Company (the “Company”) was notified of the intention of Peter C. Stern, President, Ford Integrated Services, to resign from his position in order to pursue a new opportunity.
Appointed
Adriana Cisneros
Director
F ·
FORD MOTOR CO
On July 11, 2024, the Board of Directors of Ford Motor Company (the “Company”) elected Ms. Adriana Cisneros to the Board of Directors, effective as of July 11, 2024.
Role change
John Lawler
Vice Chair
F ·
FORD MOTOR CO
On May 8, 2024, the Board of Directors of Ford Motor Company (the “Company”) approved the appointment of John Lawler as Vice Chair of the Company, effective June 3, 2024.
Appointed
Sherry House
Vice President of Finance
F ·
FORD MOTOR CO
Also on May 8, 2024, the Board of Directors of the Company appointed Sherry House as Vice President of Finance, effective June 3, 2024.
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.90 · Median 0.60 · Most common event other_material