福特 2026年季度报告

FORM10-Q ☑Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934For the quarterly period ended June30, 2026 or ☐Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934For the transition period from__________ to __________Commission file number 1-3950 Ford Motor Company (Exact name of Registrant as specified in its charter) 38-0549190(I.R.S. Employer Identification No.) (State of incorporation) One American RoadDearborn, Michigan(Address of principal executive offices) 48126(Zip code) 313-322-3000(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of theSecurities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant wasrequired to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes☑No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to besubmitted pursuant to Rule 405 of RegulationS-T (§232.405 of this chapter) during the preceding 12 months (or for suchshorter period that the registrant was required to submit such files).Yes☑No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, asmaller reporting company, or an emerging growth company.See the definitions of “large accelerated filer,” “acceleratedfiler,” “smallerreportingcompany,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large Accelerated Filer☑Accelerated filer☐Non-accelerated filer☐Smaller reporting company☐Emerginggrowthcompany☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transitionperiod for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of theExchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☑ As of July24, 2026, Ford Motor Company had outstanding 3,916,743,591 shares of Common Stock and 70,852,076shares of ClassBStock. Exhibit Index begins on page68 Item 1Legal Proceedings67Item 5Other Information67Item 6Exhibits68Signature69 PART I. FINANCIAL INFORMATION FORD MOTOR COMPANY AND SUBSIDIARIESCONSOLIDATED BALANCE SHEETS(in millions) ASSETS The following table includes assets to be used to settle liabilities of the consolidated variable interest entities (“VIEs”). These assets and liabilities areincluded in the consolidated balance sheets above.December 31,June 30, ASSETS FORD MOTOR COMPANY AND SUBSIDIARIESCONSOLIDATED STATEMENTS OF CASH FLOWS(in millions) FORD MOTOR COMPANY AND SUBSIDIARIESCONSOLIDATED STATEMENTS OF EQUITY(in millions, unaudited) The accompanying notes are part of the consolidated financial statements. FORD MOTOR COMPANY AND SUBSIDIARIESNOTES TO THE FINANCIAL STATEMENTS Table of Contents FootnotePageNote 1Presentation8Note 2New Accounting Standards8Note 3Revenue9Note 4Other Income/(Loss)10Note 5Income Taxes11Note 6Capital Stock and Earnings/(Loss) Per Share11Note 7Cash, Cash Equivalents, and Marketable Securities12Note 8Ford Credit Finance Receivables and Allowance for Credit Losses14Note 9Inventories17Note 10Other Liabilities and Deferred Revenue18Note 11Retirement Benefits19Note 12Debt20Note 13Derivative Financial Instruments and Hedging Activities22Note 14Employee Separation Actions and Exit and Disposal Activities24Note 15Accumulated Other Comprehensive Income/(Loss)25Note 16Variable Interest Entities26Note 17Commitments and Contingencies27Note 18Segment Information30 FORD MOTOR COMPANY AND SUBSIDIARIESNOTES TO THE FINANCIAL STATEMENTS NOTE 1.PRESENTATION For purposes of this report, “Ford,” the “Company,” “we,” “our,” “us,” or similar references mean Ford Motor Company,our consolidated subsidiaries, and our consolidated VIEs of which we are the primary beneficiary, unless the contextrequires otherwise. We also make reference to Ford Motor Credit Company LLC, herein referred to as Ford Credit. Ourconsolidated financial statements are presented in accordance with U.S. generally accepted accounting principles(“GAAP”) for interim financial information, instructions to the Quarterly Report on Form 10-Q, and Rule 10-01 ofRegulation S-X. We reclassified certain prior year amounts in our consolidated financial statements to conform to thecurrent year presentation. In the opinion of management, these unaudited financial statements include all adjustments, consisting of only normalrecurring adjustments, necessary for a fair statement of our results of operations and financial condition for the periods,and at the dates, presented.The results for interim periods are not necessarily indicative of results that may be expectedfor