Ford Motor Company filed its Form 10-Q for the quarterly period ended September 30, 2026 with the Securities and Exchange Commission on October 29, 2026, reporting third-quarter net income of $2.049 billion and first-nine-months net income of $3.278 billion.

Key Highlights

  • Third-quarter total revenues: $49.526 billion, compared with $50.534 billion in the same period of 2025, according to the filing.
  • Third-quarter net income attributable to Ford Motor Company: $2.049 billion, versus $2.447 billion in the third quarter of 2025.
  • Third-quarter diluted earnings per share: $0.50, down from $0.60 in the prior-year period.
  • First-nine-months net income attributable to Ford Motor Company: $3.270 billion, compared with $2.882 billion for the first nine months of 2025.
  • Total assets as of September 30, 2026: $292.484 billion, up from $289.160 billion at December 31, 2025.
  • Shares outstanding as of October 26, 2026: 3,922,365,390 shares of Common Stock and 70,852,076 shares of Class B Stock.
  • Equity in net income/(loss) of affiliated companies: a loss of $2.448 billion for the first nine months of 2026, compared with a loss of $135 million in the same period of 2025.

Ford's Third-Quarter and Nine-Month 2026 Financial Results

According to the Form 10-Q filed with the SEC (NYSE:F), Ford Motor Company reported third-quarter 2026 total revenues of $49.526 billion, a decrease from $50.534 billion in the third quarter of 2025. Revenues from company operations excluding Ford Credit were $46.082 billion in the third quarter of 2026, while Ford Credit revenues were $3.444 billion. Third-quarter operating income was $1.454 billion, compared with $1.558 billion a year earlier. Net income attributable to Ford Motor Company for the quarter was $2.049 billion, with diluted earnings per share of $0.50 on diluted weighted-average shares of 4,076 million.

For the first nine months of 2026, the filing reported total revenues of $141.075 billion against $141.377 billion in the first nine months of 2025. Operating income for the nine-month period was $4.421 billion, compared with $2.388 billion in the prior-year period. Net income attributable to Ford Motor Company was $3.270 billion, with basic earnings per share of $0.82 and diluted earnings per share of $0.80. The filing noted equity in net income/(loss) of affiliated companies was a loss of $2.448 billion for the first nine months of 2026, and the filing separately identified a non-cash charge of $2.930 billion related to the "Disposition of investment in BOSK" within cash flows from operating activities for the nine-month period.

The consolidated balance sheet as of September 30, 2026 showed total assets of $292.484 billion and total liabilities of $255.524 billion, resulting in total equity of $36.960 billion. Cash and cash equivalents were $22.275 billion at September 30, 2026, down from $23.356 billion at December 31, 2025. Long-term debt for the company excluding Ford Credit was $19.535 billion at September 30, 2026, compared with $16.369 billion at December 31, 2025. Ford Credit long-term debt was $90.234 billion.

What Was Disclosed

Ford Motor Company disclosed its unaudited consolidated financial statements for the quarter and nine months ended September 30, 2026, covering revenues, income, balance sheet position, cash flows, and share counts, as required under its quarterly reporting obligations.