Form 8-K · Current report
Ford Motor Company 8-K, filed Oct 2, 2026
- Filed
- CIK
- 0000037996
- Accession no.
- 0000037996-26-000184
Summary
Ford reported third-quarter 2026 U.S. sales of 509,764 vehicles, down 6.6%, while estimating retail share rose about 0.4 percentage points year over year to 12.1% when excluding the planned phase-out of the Escape and Corsair. A short-term supplier issue unrelated to aluminum affected F-150 truck production at the end of September, and Ford said the expected financial impact is containable within its full-year 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion issued July 28, 2026.
Key points
- Ford estimated third-quarter retail share rose approximately 0.4 percentage points year over year to 12.1%, adjusting for the planned phase-out of Escape and Corsair.
- Super Duty third-quarter production reached 110,275 trucks, up 4.4% and the best quarterly result in 19 years.
- F-Series September sales rose 2.4% to 67,448 trucks, keeping it on track for a 50th consecutive year as America's best-selling truck.
- Active paid software subscriptions exceeded 1.7 million through September, up more than 40% year over year.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 7.01Regulation FD Disclosure
- 8.01Other Events
- 9.01Financial Statements and Exhibits
From the filing
Item 7.01. Regulation FD Disclosure. At the end of September, production of our F-150 trucks was affected by a short-term supplier issue unrelated to aluminum. The expected financial impact is containable within the full-year 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion we provided on July 28, 2026.* Item 8.01. Other Events. Our news release dated October 2, 2026 concerning U.S. sales in the third quarter of 2026 is filed as Exhibit 99 to this Report and incorporated by reference herein, except the statement in the fourth bullet point (“F-150 production”) at the top of page 1 of the news release and the section entitled “F-150 Production” on page 2 of the news release, each…
An excerpt of the text as filed with the SEC, cut for length.
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