Ford Motor Company is a US-listed company in the automobile manufacturers industry. Its financial year ends in December.
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~$7.0
Valuation models combined (2)
Base case. Range ~$6.6–$7.3. Weighted average of 2 models (residual income, justified price-to-book).
No Buy/Hold/Sell rating is issued: consolidated figures include Ford Credit, a finance arm whose borrowing funds customer loans, so a single cash-flow value of the group is not meaningful; not rated until we value the parts separately.
Ford Motor Company valuation: adjust assumptions and compare models →
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
Revenue for the twelve months to September 2026 was $187.0bn, down 1.4% on a year earlier, against growth of 1.5% a quarter earlier. Free-cash-flow margin fell to 2.8% from 6.3% a year earlier. Operating margin narrowed to -3.8% from 1.9%. Its fundamentals grade moves from C to C+. Our model value is little changed at $6.78 a share, against a share price of $12.27.
Source: 10-Q filed October 29, 2026 on SEC EDGAR · Financials · Valuation
Ford's revenue over the twelve months to June 2026 came in at $187.0bn, a 1.4% decline on the same period a year earlier. That marks a reversal from the prior quarter, when the top line was growing at 1.5%. Profitability has also weakened: the free-cash-flow margin dropped to 2.8%, down from 6.3% a year earlier, while the operating margin slid further into negative territory, narrowing to -3.8% from 1.9%. Despite this deterioration, the fundamentals grade has actually improved, moving from D to C. Valuation tells a different story, though. Our model value has been cut sharply, from $37.17 to $6.73 a share, which now sits well below the current share price of $11.95.
Revenue for the twelve months to June 2026 was $188.0bn, up 1.5% on a year earlier, slower than 3.8% a quarter earlier. That puts it 783 of 931 for growth among all the companies we cover. Free-cash-flow margin fell to 3.9% from 5.5% a year earlier. Operating margin narrowed to -3.7% from 1.6%. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 1 of our 2 financial-health checks. Our cash-flow model value is $35.41 a share, against a share price of $12.05.
Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.
Ford Motor Company's trailing-twelve-month revenue fell 1.4% year on year, with a free-cash-flow margin of 2.8%. Where it stands out: stock pay as % of revenue of 0.2% ranks 1 of 15 automobile manufacturers companies we cover.
Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 21% in the quarter to 2026-09-30, the 3rd beat in the last four quarters.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
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Company announcements, filed results and changes that matter to shareholders.
Ford Motor Company published its financial results for the third quarter of 2026. The release contains the company's performance data for the period. No specific figures or dates were provided in the text.
The company also guided to adjusted free cash flow of $6.00bn to $7.00bn for the full-year 2026; capital expenditures of $9.50bn to $10.50bn for the full-year 2026.
The provided release text consists of raw PDF binary data and does not contain readable information. Ford Motor Company did not provide specific sales figures, dates, or details in the extract. No financial results or operational changes can be reported from this source.
We value Ford Motor Company as an operating company, with every model that fits that kind of business. Cost of equity 10%: the 10-year Treasury yield (4.9%) plus a beta of 1.13 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. | — | Does not apply: fewer than 5 peers with a usable multiple |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | ~$7.3 ~$5.7–$9.3 | Included |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | ~$6.6 ~$6.0–$7.4 | Included |
| Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. | ~$25 ~$16–$82 | Left out: far from the other models (more than 3x away from their median) |
| Cash-flow model (DCF) Free cash flow after stock pay, grown then faded to 2.5%, discounted at 8.5%. | — | Does not apply: The finance arm and operating business require separate valuations; consolidated financing debt is not industrial debt. |
| Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. | — | Does not apply: The finance arm and operating business require separate valuations; consolidated financing debt is not industrial debt. |
| Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. | — | Does not apply: The finance arm and operating business require separate valuations; consolidated financing debt is not industrial debt. |
| Combined value Weighted average of the models that apply: the primary model (forward price-to-earnings vs peers) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. | ~$7.0 ~$6.6–$7.3 | 2 models |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Ford Motor Company with Automobile Manufacturers in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
| At fiscal year end | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Now |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Share price | $7.87 | $7.25 | $7.88 | $5.17 | $6.71 | $6.45 | $15.31 | $8.85 | $10.25 | $8.91 | $12.68 | $12.60 |
| Market value | $31.5bn | $29.0bn | $31.5bn | $20.7bn | $26.9bn | $25.6bn | $61.8bn | $35.5bn | $41.4bn | $35.8bn | $50.5bn | $50.4bn |
| + Net debt (− = net cash) | $118.6bn | $127.1bn | $135.8bn | −$16.1bn | −$16.9bn | −$24.8bn | −$20.5bn | −$25.1bn | −$24.9bn | −$22.9bn | −$23.4bn | −$22.3bn |
| Enterprise value | $150.1bn | $156.0bn | $167.3bn | $4.6bn | $9.9bn | $838m | $41.2bn | $10.4bn | $16.6bn | $12.9bn | $27.1bn | $28.2bn |
| Multiples | ||||||||||||
| Price / sales | 0.2x | 0.2x | 0.2x | 0.1x | 0.2x | 0.2x | 0.5x | 0.2x | 0.2x | 0.2x | 0.3x | 0.3x |
| Price / earnings | 4.3x | 6.3x | 4.1x | 5.6x | n/m | — | 3.4x | — | 9.5x | 6.1x | — | — |
| Price / free cash flow | 3.5x | 2.3x | 2.9x | 2.9x | 2.7x | 1.4x | 6.5x | — | 6.2x | 5.3x | 4.0x | 9.8x |
| EV / EBITDA | — | — | 11.8x | 0.4x | 0.9x | 0.2x | 3.5x | 0.7x | 1.3x | 1.0x | 4.0x | 3.2x |
Weak moat
How hard Ford Motor's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.
Cash operating profit has been a median 4.2% of total assets over 10 years.
Gross margin has been a median 14.2%, moving by 2.1 percentage points (standard deviation) across 10 years.
Operating margin has been a median 1.5%; its worst year was -3.8%.
Free cash flow was positive in 10 of 10 years, at a median 5.6% of revenue.
The diluted share count fell 0.0% over five years; stock-based pay has been a median 0.2% of revenue.
AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (41 before it).
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $1.91 | +75% | $175.6bn | +1% |
| Next | $1.91 | −0% | $179.3bn | +2% |
Next year's EPS estimate has moved +0.7% in 90 days, across 19 analysts.
The consensus EPS forecast for the current fiscal year is +2.6% on 90 days ago. In the last 30 days, 3 analysts raised Ford Motor Company's forecast and 2 cut it.
Average of analysts' published estimates (third-party data).
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $1.86 | $1.90 |
| 60 days ago | $1.87 | $1.91 |
| 30 days ago | $1.86 | $1.96 |
| 7 days ago | $1.84 | $1.92 |
| Now | $1.91 | $1.91 |
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Sept 2026 | $0.40 | $0.49 | +21.4% |
| Jun 2026 | $0.35 | $0.42 | +21.3% |
| Mar 2026 | $0.19 | $0.66 | +256.6% |
| Dec 2025 | $0.19 | $0.13 | −32.9% |
Adjusted EPS as companies report it, against the average analyst estimate.
Last 12 months +0.4%
| Part | Then | Now | Effect |
|---|---|---|---|
| Revenue (last 12 months) | $185.3bn | $188.0bn | +1.5% |
| P/S multiple | 0.3x | 0.3x | −1.3% |
| Share count | 4008m | 3996m | +0.3% |
Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.
Last 3 years +41.9%
| Part | Then | Now | Effect |
|---|---|---|---|
| Revenue (last 12 months) | $169.8bn | $188.0bn | +10.7% |
| P/S multiple | 0.2x | 0.3x | +27.5% |
| Share count | 4017m | 3996m | +0.5% |
Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.
| Calendar year | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|---|---|
| Return | ||||||
| F | +138% | −42% | +16% | −13% | +42% | −1% |
| Industry peers (median) | +18% | −65% | +7% | −43% | −50% | −57% |
| S&P 500 | +29% | −18% | +26% | +25% | +18% | +11% |
| Months that ended higher | ||||||
| F | 75% | 33% | 58% | 50% | 75% | 64% |
| S&P 500 | 75% | 42% | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | ||||||
| F | −21% | −56% | −36% | −33% | −16% | −33% |
| S&P 500 | −5% | −25% | −10% | −8% | −19% | −9% |
Worst fall since November 2, 2015: 65% from January 12, 2018 to March 23, 2020. Getting back needed a 184% gain, reached on January 21, 2021, 304 days after the low.
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| October 28, 2026 | +5.6% | 0.0% | — | — |
| July 28, 2026 | +4.1% | −1.3% | −3.0% | −4.3% |
| April 29, 2026 | −2.6% | +1.0% | −1.9% | +42.4% |
| February 10, 2026 | +1.9% | −0.3% | +3.0% | −10.4% |
| October 23, 2025 | +11.3% | +1.4% | +5.1% | +4.4% |
| July 30, 2025 | −0.1% | −0.5% | +1.2% | +7.1% |
| May 5, 2025 | +1.6% | −1.4% | +4.1% | +1.1% |
| February 5, 2025 | −8.9% | +0.8% | −9.2% | +0.6% |
| October 28, 2024 | −6.0% | +0.5% | −6.4% | +1.6% |
| July 24, 2024 | −19.3% | −2.8% | −21.8% | −19.8% |
| April 24, 2024 | +0.8% | −0.4% | −5.7% | −5.3% |
| February 6, 2024 | +10.4% | +1.1% | +9.4% | +10.0% |
Source: SEC EDGAR filings. Retrieved October 30, 2026.
| Period | Revenue (TTM) |
|---|---|
| FY23 Q4 | $176.2B |
| FY24 Q1 | $177.5B |
| FY24 Q2 | $180.3B |
| FY24 Q3 | $182.7B |
| FY24 Q4 | $185B |
| FY25 Q1 | $182.9B |
| FY25 Q2 | $185.3B |
| FY25 Q3 | $189.6B |
| FY25 Q4 | $187.3B |
| FY26 Q1 | $189.9B |
| FY26 Q2 | $188B |
| FY26 Q3 | $187B |
Source: SEC EDGAR filings. Retrieved October 30, 2026.
| Period | Revenue growth, TTM YoY |
|---|---|
| FY23 Q4 | 11.5% |
| FY24 Q1 | 7.5% |
| FY24 Q2 | 6.2% |
| FY24 Q3 | 4.9% |
| FY24 Q4 | 5.0% |
| FY25 Q1 | 3.0% |
| FY25 Q2 | 2.7% |
| FY25 Q3 | 3.7% |
| FY25 Q4 | 1.2% |
| FY26 Q1 | 3.8% |
| FY26 Q2 | 1.5% |
| FY26 Q3 | -1.4% |
Source: SEC EDGAR filings. Retrieved October 30, 2026.
| Period | Operating margin (TTM) |
|---|---|
| FY23 Q4 | 3.1% |
| FY24 Q1 | 2.6% |
| FY24 Q2 | 2.2% |
| FY24 Q3 | 2.0% |
| FY24 Q4 | 2.8% |
| FY25 Q1 | 2.4% |
| FY25 Q2 | 1.6% |
| FY25 Q3 | 1.9% |
| FY25 Q4 | -4.9% |
| FY26 Q1 | -3.8% |
| FY26 Q2 | -3.7% |
| FY26 Q3 | -3.8% |
Source: SEC EDGAR filings. Retrieved October 30, 2026.
| Period | FCF margin (TTM) |
|---|---|
| FY23 Q4 | 3.8% |
| FY24 Q1 | 2.8% |
| FY24 Q2 | 2.9% |
| FY24 Q3 | 3.5% |
| FY24 Q4 | 3.6% |
| FY25 Q1 | 5.1% |
| FY25 Q2 | 5.5% |
| FY25 Q3 | 6.3% |
| FY25 Q4 | 6.7% |
| FY26 Q1 | 5.0% |
| FY26 Q2 | 3.9% |
| FY26 Q3 | 2.8% |
| Fiscal year | 2009 Dec 2009 | 2010 Dec 2010 | 2011 Dec 2011 | 2012 Dec 2012 | 2013 Dec 2013 | 2014 Dec 2014 | 2015 Dec 2015 | 2016 Dec 2016 | 2017 Dec 2017 | 2018 Dec 2018 | 2019 Dec 2019 | 2020 Dec 2020 | 2021 Dec 2021 | 2022 Dec 2022 | 2023 Dec 2023 | 2024 Dec 2024 | 2025 Dec 2025 | LTM Sept 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income | ||||||||||||||||||
| Revenue | 116.3 | 129.0 | 135.6 | 133.6 | 146.9 | 144.1 | 149.6 | 151.8 | 156.8 | 160.3 | 155.9 | 127.1 | 136.3 | 158.1 | 176.2 | 185.0 | 187.3 | 187.0 |
| Gross profit | 17.4 | 24.5 | 22.0 | 20.5 | 26.7 | 19.1 | 25.1 | 25.6 | 25.5 | 24.1 | 21.2 | 14.4 | 21.7 | 23.7 | 25.6 | 26.6 | 12.8 | 15.7 |
| EBITDA | — | — | — | — | — | — | — | — | 14.1 | 12.6 | 11.1 | 4.4 | 11.8 | 14.0 | 13.1 | 12.8 | 6.8 | 8.9 |
| Operating income | — | — | — | — | — | — | — | — | 4.9 | 3.2 | 0.6 | −4.4 | 4.5 | 6.3 | 5.5 | 5.2 | −9.2 | −7.1 |
| Net income | 2.7 | 6.6 | 20.2 | 5.6 | 12.0 | 1.2 | 7.4 | 4.6 | 7.7 | 3.7 | 0.0 | −1.3 | 17.9 | −2.0 | 4.3 | 5.9 | −8.2 | −7.8 |
| Diluted EPS | $0.86 | $1.66 | $4.94 | $1.41 | $2.94 | $0.31 | $1.84 | $1.15 | $1.93 | $0.92 | $0.01 | −$0.32 | $4.45 | −$0.49 | $1.08 | $1.46 | −$2.06 | −$1.95 |
| Growth (year on year) | ||||||||||||||||||
| Revenue | −19.0% | +10.9% | +5.2% | −1.5% | +10.0% | −1.9% | +3.8% | +1.5% | +3.3% | +2.3% | −2.8% | −18.4% | +7.2% | +15.9% | +11.5% | +5.0% | +1.2% | −1.4% |
| EBITDA | — | — | — | — | — | — | — | — | — | −10.9% | −12.1% | −60.5% | +171.2% | +17.8% | −5.7% | −2.8% | −46.8% | −21.5% |
| Operating income | — | — | — | — | — | — | — | — | — | −34.4% | — | — | — | +38.8% | −13.0% | −4.4% | −275.7% | — |
| Net income | — | +141.5% | +208.1% | −72.2% | +113.0% | −89.7% | — | −37.8% | +68.5% | −52.4% | −98.7% | — | — | −111.0% | — | +35.2% | −239.2% | −265.6% |
| Diluted EPS | — | +93.0% | +197.6% | −71.5% | +108.5% | −89.5% | — | −37.5% | +67.8% | −52.3% | −98.9% | — | — | −111.0% | — | +35.2% | −241.1% | −266.1% |
| Margins | ||||||||||||||||||
| Gross margin | 15.0% | 19.0% | 16.2% | 15.4% | 18.2% | 13.2% | 16.8% | 16.9% | 16.2% | 15.0% | 13.6% | 11.3% | 15.9% | 15.0% | 14.6% | 14.4% | 6.8% | 8.4% |
| EBITDA margin | — | — | — | — | — | — | — | — | 9.0% | 7.9% | 7.1% | 3.4% | 8.7% | 8.8% | 7.5% | 6.9% | 3.6% | 4.7% |
| Operating margin | — | — | — | — | — | — | — | — | 3.1% | 2.0% | 0.4% | −3.5% | 3.3% | 4.0% | 3.1% | 2.8% | −4.9% | −3.8% |
| Net margin | 2.3% | 5.1% | 14.9% | 4.2% | 8.1% | 0.9% | 4.9% | 3.0% | 4.9% | 2.3% | 0.0% | −1.0% | 13.2% | −1.3% | 2.5% | 3.2% | −4.4% | −4.2% |
| Free-cash-flow margin | 9.8% | 5.7% | 4.0% | 2.7% | 2.6% | 4.9% | 6.0% | 8.5% | 7.0% | 4.5% | 6.4% | 14.6% | 7.0% | −0.0% | 3.8% | 3.6% | 6.7% | 2.8% |
| Cash flow | ||||||||||||||||||
| Cash from operations | 15.5 | 11.5 | 9.8 | 9.0 | 10.4 | 14.5 | 16.2 | 19.9 | 18.1 | 15.0 | 17.6 | 24.3 | 15.8 | 6.9 | 14.9 | 15.4 | 21.3 | 15.0 |
| Capital spending | 4.1 | 4.1 | 4.3 | 5.5 | 6.6 | 7.5 | 7.2 | 7.0 | 7.0 | 7.8 | 7.6 | 5.7 | 6.2 | 6.9 | 8.2 | 8.7 | 8.8 | 9.8 |
| Free cash flow | 11.4 | 7.4 | 5.5 | 3.6 | 3.8 | 7.0 | 9.0 | 12.9 | 11.0 | 7.2 | 10.0 | 18.5 | 9.6 | −0.0 | 6.7 | 6.7 | 12.5 | 5.1 |
| Stock-based pay | 0.0 | 0.0 | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.5 | 0.5 | 0.5 | 0.4 |
| Free cash flow after stock pay | 11.4 | 7.4 | 5.3 | 3.4 | 3.7 | 6.9 | 8.8 | 12.6 | 10.8 | 7.0 | 9.8 | 18.3 | 9.3 | −0.3 | 6.2 | 6.2 | 12.0 | 4.7 |
| Balance sheet | ||||||||||||||||||
| Cash | 20.9 | 14.8 | 17.1 | 15.7 | 14.5 | 10.8 | 14.3 | 15.9 | 18.5 | 16.7 | 17.5 | 25.2 | 20.5 | 25.1 | 24.9 | 22.9 | 23.4 | 22.3 |
| Total debt | 131.6 | 104.0 | 99.5 | 105.1 | 114.7 | 119.2 | 132.9 | 143.0 | 154.3 | 0.6 | 0.6 | 0.5 | — | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Net debt (negative = net cash) | 110.7 | 89.2 | 82.3 | 89.4 | 100.2 | 108.4 | 118.6 | 127.1 | 135.8 | −16.1 | −16.9 | −24.8 | −20.5 | −25.1 | −24.9 | −22.9 | −23.4 | −22.3 |
| Diluted shares | 3,312m | 4,178m | 4,111m | 4,015m | 4,087m | 3,958m | 4,002m | 3,999m | 3,998m | 3,998m | 4,004m | 3,973m | 4,034m | 4,014m | 4,041m | 4,021m | 3,979m | 4,003m |
| Returned to shareholders | ||||||||||||||||||
| Dividends | — | 0.0 | 0.0 | 0.8 | 1.6 | 2.0 | 2.4 | 3.4 | 2.6 | 2.9 | 2.4 | 0.6 | 0.4 | 2.0 | 5.0 | 3.1 | 3.0 | 2.4 |
| Buybacks | — | 0.0 | 0.0 | 0.1 | 0.2 | 2.0 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | 0.0 | 0.0 | 0.5 | 0.3 | 0.4 | 0.0 | 0.3 |
| Total returned | — | 0.0 | 0.0 | 0.9 | 1.8 | 3.9 | 2.5 | 3.5 | 2.7 | 3.1 | 2.6 | 0.6 | 0.4 | 2.5 | 5.3 | 3.5 | 3.0 | 2.7 |
| Quarter | 2024 Q4 Dec 2024 | 2025 Q1 Mar 2025 | 2025 Q2 Jun 2025 | 2025 Q3 Sept 2025 | 2025 Q4 Dec 2025 | 2026 Q1 Mar 2026 | 2026 Q2 Jun 2026 | 2026 Q3 Sept 2026 |
|---|---|---|---|---|---|---|---|---|
| Income | ||||||||
| Revenue | 48.2 | 40.7 | 50.2 | 50.5 | 45.9 | 43.3 | 48.3 | 49.5 |
| Gross profit | 6.9 | 5.5 | 5.9 | 7.1 | −5.7 | 7.9 | 6.1 | 7.4 |
| EBITDA | 3.2 | 2.2 | 2.4 | 3.5 | −1.3 | 4.2 | 2.5 | 3.4 |
| Operating income | 1.2 | 0.3 | 0.5 | 1.6 | −11.6 | 2.3 | 0.6 | 1.5 |
| Net income | 1.8 | 0.5 | −0.0 | 2.4 | −11.1 | 2.5 | −1.3 | 2.0 |
| Diluted EPS | $0.45 | $0.12 | −$0.01 | $0.60 | −$2.78 | $0.63 | −$0.33 | $0.50 |
| Growth (year on year) | ||||||||
| Revenue | +4.9% | −5.0% | +5.0% | +9.4% | −4.8% | +6.4% | −3.8% | −2.0% |
| EBITDA | +78.9% | −30.2% | −36.5% | +29.8% | −141.3% | +94.4% | +3.9% | −2.5% |
| Operating income | — | −74.0% | −72.9% | — | <−999% | — | — | −6.7% |
| Net income | — | −64.6% | −102.0% | — | −706.6% | — | — | −16.3% |
| Diluted EPS | — | −63.6% | −102.2% | — | −717.8% | — | — | −16.7% |
| Margins | ||||||||
| Gross margin | 14.3% | 13.5% | 11.8% | 14.1% | −12.5% | 18.4% | 12.6% | 14.9% |
| EBITDA margin | 6.6% | 5.3% | 4.8% | 7.0% | −2.8% | 9.7% | 5.2% | 7.0% |
| Operating margin | 2.6% | 0.8% | 1.0% | 3.1% | −25.2% | 5.4% | 1.3% | 2.9% |
| Net margin | 3.8% | 1.2% | −0.1% | 4.8% | −24.1% | 5.9% | −2.7% | 4.1% |
| Free-cash-flow margin | 1.1% | 4.6% | 8.4% | 10.4% | 2.4% | −2.5% | 4.1% | 6.3% |
| Cash flow | ||||||||
| Cash from operations | 3.0 | 3.7 | 6.3 | 7.4 | 3.9 | 1.3 | 4.3 | 5.4 |
| Capital spending | 2.5 | 1.8 | 2.1 | 2.1 | 2.8 | 2.4 | 2.4 | 2.3 |
| Free cash flow | 0.5 | 1.9 | 4.2 | 5.3 | 1.1 | −1.1 | 2.0 | 3.1 |
| Stock-based pay | 0.1 | 0.1 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
| Free cash flow after stock pay | 0.4 | 1.7 | 4.1 | 5.1 | 1.0 | −1.2 | 1.9 | 3.0 |
| Last 12 months unless stated | F | GM | STLA | HMC | TM | TSLA | Median |
|---|---|---|---|---|---|---|---|
| Revenue, last 12 months | $187.0bn | $187.0bn | $173.6bn | $144.8bn | $336.8bn | $103.6bn | $6.5bn |
| Revenue growth, last 12 months | −1.4% | −0.3% | 2.2% | 1.7% | 6.8% | 8.3% | 1.7% |
| Revenue growth, 3-year average | 2.4% | 2.8% | — | — | — | 2.6% | 2.7% |
| Revenue growth, latest quarter | −2.0% | 2.9% | — | — | — | −0.2% | −2.0% |
| Gross margin | 8.4% | 18.3% | −1.4% | 16.5% | — | 19.3% | 13.3% |
| Operating margin | −3.8% | 2.3% | −17.1% | −1.9% | 7.4% | 3.3% | −16.2% |
| Operating margin, 3-year average | 0.0% | 4.4% | — | 3.2% | — | 5.3% | 0.0% |
| Net margin | −4.2% | 2.1% | −14.5% | −1.9% | 7.6% | 3.1% | −14.5% |
| Cash from operations / revenue | 8.0% | 12.5% | −3.0% | 5.2% | 10.8% | 18.1% | 3.4% |
| Free-cash-flow margin | 2.8% | 7.7% | — | 2.4% | 6.1% | 3.2% | 2.1% |
| Free-cash-flow margin, 3-year average | 4.2% | 6.7% | — | 5.3% | — | 4.7% | 4.0% |
| Stock pay / revenue | 0.2% | 0.2% | — | — | — | 4.2% | 1.1% |
| Change in share count | −0.3% | −8.6% | −3.0% | −14.4% | −1.7% | 0.5% | 0.5% |
| Measure | Company | Peer median | Rank |
|---|---|---|---|
| Revenue growth Growth | -1.4% | 1.7% | 15 of 23 |
| Change in growth rate Growth | -2.9pp | -2.1pp | 13 of 23 |
| Gross margin Profitability | 8.4% | 13.0% | 16 of 21 |
| Operating margin Profitability | -3.8% | -16.0% | 10 of 22 |
| Net margin Profitability | -4.2% | -14.5% | 11 of 23 |
| Free-cash-flow margin Cash generation | 2.8% | 2.4% | 10 of 22 |
| Stock pay as % of revenue Cash generation | 0.2% | 1.1% | 1 of 15 |
| Change in share count Balance sheet | -0.3% | 0.5% | 8 of 21 |
| Days sales outstanding Balance sheet | 38 days | 34 days | 10 of 16 |
Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| Company Excluding Ford Credit | $174B | 92.9% | ▲ 0.7% |
| Ford Credit | $13.3B | 7.1% | ▲ 8.0% |
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| All Sales Type Products and Services | $174B | 92.8% | ▲ 0.7% |
| Vehicles Parts and Accessories (part of All Sales Type Products and Services) | $167B | 96.3% | ▲ 0.1% |
| Service and Other Revenue (part of All Sales Type Products and Services) | $3.6B | 2.1% | ▲ 12.0% |
| Sale of Used Vehicles (part of All Sales Type Products and Services) | $2.9B | 1.6% | ▲ 31.2% |
| Financingincome | $8.2B | 4.4% | ▲ 5.0% |
| Leasingincome | $5.1B | 2.7% | ▲ 16.1% |
| Insuranceincome | $164M | 0.1% | ▲ 12.3% |
| Region | Revenue | Share | YoY |
|---|---|---|---|
| United States | $123B | 65.5% | ▼ 1.9% |
| Other Geographical | $35.4B | 18.9% | ▲ 3.9% |
| Canada | $14.5B | 7.8% | ▲ 8.5% |
| United Kingdom | $12.3B | 6.6% | ▲ 23.8% |
| Mexico | $2.5B | 1.3% | ▼ 6.5% |
From Ford Motor Company's 10-K filed February 11, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Blackrock, Inc. | $4.6B | 334.5M | 12.8% | ▲ 1.1% |
| Vanguard Capital Management LLC | $3.6B | 255.5M | 9.8% | ▲ 0.4% |
| State Street Corp | $2.7B | 194.0M | 7.4% | ▲ 0.8% |
| Vanguard Portfolio Management LLC | $2.5B | 181.6M | 7.0% | ▲ 1.0% |
| Charles Schwab Investment Management Inc | $1.9B | 137.0M | 5.2% | ▲ 9.9% |
| Newport Trust Company, LLC | $1.8B | 131.1M | 5.0% | ▼ 5.9% |
| Geode Capital Management, LLC | $1.7B | 121.0M | 4.7% | 0.0% |
| Bank Of America Corp | $1B | 72.4M | 2.8% | ▲ 318.0% |
| Morgan Stanley | $738M | 53.1M | 2.0% | ▲ 18.0% |
| Norges Bank | $719M | 51.7M | 2.0% | — |
| Bank Of New York Mellon Corp | $717M | 51.6M | 2.0% | ▲ 25.1% |
| Dimensional Fund Advisors LP | $678M | 48.8M | 1.9% | ▲ 2.8% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Ford Motor Company's complete shareholder register. Values are as reported by the filers ; 7 inconsistently scaled filing rows were excluded.
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Thornton John L Director | June 23, 2026 | Buy | 10,600 | $14.05 | $148,880 |
| Ford William Clay Jr Executive Chair and Chair | February 19, 2026 | Buy | 140,000 | $13.82 | $1.9M |
| Thornton John L Director | November 14, 2025 | Buy | 7,520 | $13.19 | $99,189 |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
In the last 12 months, 2 members of Congress disclosed 0 purchases and 2 sales of Ford Motor Company shares.
Next expected around February 9, 2027 estimated from the company's past filing pattern, not announced
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| Financial statements | SEC 10-K and 10-Q filings | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
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