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What Ford's Quarter ended Sep 30, 2026 10-Q says: 5 signals

Ford filed its latest 10-Q with the SEC on Oct 28, 2026. It discusses bookings decline, margin pressure and restructuring.

Public (F)Motor Vehicle Manufacturing10,000+ employeesford.comLinkedIn

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Filed
Oct 28, 2026
Period
Quarter ended Sep 30, 2026
Filings
3
Signals
11

Source: Autobound Signal API · 68 signals tracked for Ford · updated

10-Q · latest 9

What Ford's 10-Q filings say

  1. 10-Q · Quarter ended Sep 30, 2026

    Filed · 5 signals

    SEC EDGAR

  2. 10-Q

    Filed · 3 signals

    SEC EDGAR

  3. 10-Q

    Filed · 3 signals

    SEC EDGAR

Showing 9 of 11 filing signals. The Signal API returns all of them.

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Earnings calls

Ford earnings headlines

From earnings call transcripts (Signal API type earnings-transcripts).

Earnings call headlines
Call dateWhat the company said
Major supply chain crisis from Novelis fire causing $1.5-2B EBIT headwindA fire at a key aluminum supplier (Novelis) is causing a massive Q4 production and financial disruption. The company has mobilized a crisis team and is actively seeking alternative aluminum sources, creating an urgent need for supply chain resilience and alternative material solutions.
Increasing spending on next-gen universal EV platform (UEV).Ford is increasing spending on its UEV platform, including installing new equipment in its Louisville plant and ramping up its Marshall LFP battery plant. This multi-year capital project for a 2027 launch creates significant opportunities for factory automation, manufacturing tech, and supply chain partners.
Investing heavily in new affordable universal EV platform (UEV)Ford is making a major strategic bet on a new 'universal EV platform' (UEV) for affordable vehicles starting around $30,000. With sourcing 95% complete and equipment installation beginning this year for a 2027 launch, this represents a massive, long-term investment and opportunity for suppliers in manufacturing, battery tech (LFP), and vehicle software.
Appointed Alicia Boler Davis as new President of Ford ProThe CEO announced the appointment of Alicia Boler Davis as the new President of Ford Pro, a critical and high-growth commercial division. New C-level leadership often triggers reviews of existing strategies, budgets, and vendor relationships, creating a window of opportunity for new partners.
Shifting product mix strategy due to anticipated easing of emissions rulesLeadership anticipates a significant reduction in federal emissions requirements, which is causing a strategic shift to optimize their product mix of ICE, hybrids, and EVs. This change creates opportunities for suppliers aligned with their renewed focus on more profitable ICE and hybrid vehicles, particularly high-demand trucks and SUVs.
Ford Pro's paid software subscriptions grew 8% to 818,000.The Ford Pro commercial division is successfully growing its high-margin software business, with subscriptions up 8% to over 800,000. This growth in a key strategic area indicates continued investment in the underlying software platforms, data services, and partner integrations to support this revenue stream.

Signal API · MCP

Track Ford with the Signal API

One POST /v1/companies/enrich call with ford.com returns Ford 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.

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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"ford.com","signal_types":["sec-10q"],"limit":20}'

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Questions about Ford 10-Q

When did Ford file its latest 10-Q?
Ford filed its latest 10-Q (Quarter ended Sep 30, 2026) on Oct 28, 2026. The one before it was filed on Jul 28, 2026.
What did Ford disclose in its latest 10-Q?
From the filing dated Oct 28, 2026: Fires at Novelis aluminum facility disrupted supply, forcing Ford into temporary alternative sourcing
What did Ford say on its recent earnings calls?
Q3 FY2025: Major supply chain crisis from Novelis fire causing $1.5-2B EBIT headwind (dated Oct 23, 2025).
Where can I read Ford's 10-Q filing?
The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/37996/000003799626000191/f-20260930.htm. This page summarizes what the filing says and links to it.

Page updated , the date of the newest row on this page.

Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of .

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