Ford Motor Company (F) FY2025 10-K Annual Report
Ford Motor Company (F) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 11, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Ford Motor Company FY2025 10-K Analysis
Business Overview
- • Global automotive manufacturer focusing on designing, manufacturing, marketing, and servicing Ford trucks, SUVs, and electrified vehicles
- • No new products, business segments, or strategic shifts disclosed in this filing compared to prior years
- • R&D and employee metrics not specified; emphasis remains on ongoing financial documentation and governance
- • Extensive amendments to credit and revolving credit agreements through 2025 reflecting active capital management
- • Filing heavily incorporates information by reference, lacks standalone business operational disclosures this year
Management Discussion & Analysis
- • No revenue or profitability figures disclosed in the section
- • Operating lease portfolio depreciation sensitive to auction values +/-100 bps impacts $±50M lifetime depreciation
- • Return volume assumptions +/-100 vehicles impacts lifetime depreciation $±10M
- • Accumulated supplemental depreciation adjustments affect balance sheet and income statement accounts in Ford Credit
- • No forward-looking guidance or management outlook provided in this section
Risk Factors
- • Tariffs and aluminum supply costs impacting Novelis division with $1.5-$2.0 billion temporary costs in 2026
- • U.S. automotive sales outlook sensitive to SAAR forecast of 16.0-16.5 million units in 2026
- • Ford Model e segment operating loss expected at $4.0-$4.5 billion, pressuring overall profitability
- • Competitive risk from EV investment ramp-up with significant spending on Universal EV platform
- • Cost pressures from inflation-driven commodity prices rising by approximately $1.0 billion in 2026
Ford Motor Company FY2025 Key Financial MetricsXBRL
Revenue
$187.3B
▲ +1.2% YoY
Net Income
-$8.2B
▼ -239.2% YoY
Operating Margin
-4.9%
▼ -772bp YoY
Net Margin
-4.4%
▼ -755bp YoY
ROE
-22.8%
▼ -3587bp YoY
Total Assets
$289.2B
▲ +1.4% YoY
EPS (Diluted)
$-2.06
▼ -241.1% YoY
Operating Cash Flow
$21.3B
▲ +38.0% YoY
Source: XBRL data from Ford Motor Company FY2025 10-K filing on SEC EDGAR. All figures in USD.
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