FORD MOTOR CO
F, F-PB, F-PC, F-PD · Motor Vehicles & Passenger Car Bodies · 3.73B shares · +0%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: -$125M (gross $335M, SBC $460M)
Reference price $14.05 · est. market cap ~$52.4B — last insider purchase, 2026-06-23 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C62Scaled automaker with solid cash flow but a loss-laden year from massive EV restructuring and tariff costs.
Strengths
- Large cash/investments ($38.5B, 92nd pct) and healthy operating cash margin (66.7th pct)
- Gross margin above sector median (63.6th); Ford Credit and strong core franchise
Risks
- Negative operating margin (-4.9%) on >$12B of EV impairments/charges plus ~$2B net tariff hit and Novelis supply disruption
- Flat revenue (+1.2%, 32nd pct), thin liquidity (current ratio 1.07), recall/warranty and EV-demand exposure
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Net lossNet loss (net margin -4.4%)
- Strong balance sheetStrong balance sheet — $38.5B cash & investments
- Insider buyingInsider buying — 2 open-market buy(s) by 2 insider(s) (cluster of 2 insiders, ~$2M, last 6mo) Form 4 ↗
- China exposureTo the extent governments in various regions implement or intensify restrictions or barriers to trade, such as tariff or non-tariff barriers, export controls, currency manipulation, or policies that o
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
6.8%
Operating margin
-4.9%
Net margin
-4.4%
Return on equity
-22.7%
Return on assets
-2.8%
Revenue growth (QoQ)
-5.7%
Net-income growth
-238.8%
Current ratio
1.1×
EBITDA
$6.8B
Tangible book value
$35.3B
Cash & investments
$38.5B
Stock comp / revenue
0.3%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-23 | THORNTON JOHN L | Buy | 11K | $14.05 |
| 2026-06-04 | Crockett Kyle | Tax withheld | 32K | $15.71 |
| 2026-06-04 | Crockett Kyle | Option exercise | 74K | — |
| 2026-05-21 | Ford III Henry | Grant | 16K | $13.22 |
| 2026-05-21 | English Alexandra Ford | Grant | 23K | $13.22 |
| 2026-05-21 | May John C II | Grant | 23K | $13.22 |
| 2026-05-21 | Helman William W | Grant | 16K | $13.22 |
| 2026-05-21 | THORNTON JOHN L | Grant | 16K | $13.22 |
| 2026-05-20 | Veihmeyer John B | Option exercise | 37K | — |
| 2026-05-20 | WEINBERG JOHN S | Option exercise | 34K | — |
| 2026-05-15 | Waldo Jennifer | Tax withheld | 27K | $14.48 |
| 2026-05-15 | Waldo Jennifer | Tax withheld | 27K | $14.48 |
| 2026-05-15 | Waldo Jennifer | Option exercise | 61K | — |
| 2026-05-15 | Waldo Jennifer | Tax withheld | 27K | $14.48 |
| 2026-05-15 | Waldo Jennifer | Option exercise | 61K | — |
| 2026-05-15 | Waldo Jennifer | Option exercise | 63K | — |
| 2026-04-01 | Aragon Michael | Tax withheld | 123K | $11.54 |
| 2026-04-01 | Aragon Michael | Option exercise | 282K | — |
| 2026-03-04 | FARLEY JR JAMES D | Option exercise | 235K | — |
| 2026-03-04 | FARLEY JR JAMES D | Tax withheld | 102K | $12.70 |
| 2026-03-04 | Waldo Jennifer | Tax withheld | 16K | $2.70 |
| 2026-03-04 | Croley Steven P. | Option exercise | 36K | — |
| 2026-03-04 | Croley Steven P. | Tax withheld | 16K | $12.70 |
| 2026-03-04 | Croley Steven P. | Option exercise | 60K | — |
| 2026-03-04 | Croley Steven P. | Tax withheld | 26K | $12.70 |
| 2026-03-04 | Lawler John T. | Option exercise | 45K | — |
| 2026-03-04 | Lawler John T. | Tax withheld | 19K | $12.70 |
| 2026-03-04 | Amend Michael | Option exercise | 19K | — |
| 2026-03-04 | Amend Michael | Tax withheld | 8.1K | $12.70 |
| 2026-03-04 | Amend Michael | Tax withheld | 13K | $12.70 |
| 2026-03-04 | Lawler John T. | Option exercise | 94K | — |
| 2026-03-04 | Lawler John T. | Tax withheld | 41K | $12.70 |
| 2026-03-04 | House Sherry Ann | Option exercise | 60K | — |
| 2026-03-04 | House Sherry Ann | Tax withheld | 26K | $12.70 |
| 2026-03-04 | House Sherry Ann | Option exercise | 72K | — |
| 2026-03-04 | House Sherry Ann | Tax withheld | 32K | $12.70 |
| 2026-03-04 | Galhotra Ashwani Kumar | Option exercise | 56K | — |
| 2026-03-04 | Galhotra Ashwani Kumar | Tax withheld | 24K | $12.70 |
| 2026-03-04 | Galhotra Ashwani Kumar | Option exercise | 78K | — |
| 2026-03-04 | Galhotra Ashwani Kumar | Tax withheld | 34K | $12.70 |
| 2026-03-04 | Frick Andrew | Option exercise | 28K | — |
| 2026-03-04 | Frick Andrew | Tax withheld | 12K | $12.70 |
| 2026-03-04 | Frick Andrew | Option exercise | 30K | — |
| 2026-03-04 | Frick Andrew | Tax withheld | 8.6K | $12.70 |
| 2026-03-04 | Amend Michael | Option exercise | 30K | — |
| 2026-03-04 | Wu Shengpo | Option exercise | 9.3K | — |
| 2026-03-04 | Wu Shengpo | Tax withheld | 3.6K | $12.70 |
| 2026-03-04 | Wu Shengpo | Option exercise | 82K | — |
| 2026-03-04 | FORD WILLIAM CLAY JR | Option exercise | 131K | — |
| 2026-03-04 | FORD WILLIAM CLAY JR | Tax withheld | 57K | $12.70 |
| 2026-03-04 | FORD WILLIAM CLAY JR | Option exercise | 183K | — |
| 2026-03-04 | FORD WILLIAM CLAY JR | Tax withheld | 80K | $12.70 |
| 2026-03-04 | Wu Shengpo | Tax withheld | 32K | $12.70 |
| 2026-03-04 | FIELD JOHN DOUGLAS | Option exercise | 91K | — |
| 2026-03-04 | FIELD JOHN DOUGLAS | Tax withheld | 45K | $12.70 |
| 2026-03-04 | FIELD JOHN DOUGLAS | Option exercise | 174K | — |
| 2026-03-04 | FIELD JOHN DOUGLAS | Tax withheld | 86K | $12.70 |
| 2026-03-04 | Waldo Jennifer | Option exercise | 31K | — |
| 2026-03-04 | Waldo Jennifer | Tax withheld | 14K | $12.70 |
| 2026-03-04 | Waldo Jennifer | Option exercise | 38K | — |
| 2026-03-04 | FARLEY JR JAMES D | Option exercise | 168K | — |
| 2026-03-04 | FARLEY JR JAMES D | Tax withheld | 73K | $12.70 |
| 2026-03-03 | Croley Steven P. | Option exercise | 82K | — |
| 2026-03-03 | Wu Shengpo | Option exercise | 17K | — |
| 2026-03-03 | Wu Shengpo | Tax withheld | 6.7K | $13.39 |
| 2026-03-03 | Wu Shengpo | Option exercise | 6.2K | — |
| 2026-03-03 | Wu Shengpo | Tax withheld | 2.6K | $13.39 |
| 2026-03-03 | Waldo Jennifer | Option exercise | 64K | — |
| 2026-03-03 | Waldo Jennifer | Tax withheld | 18K | $13.39 |
| 2026-03-03 | Waldo Jennifer | Option exercise | 23K | — |
| 2026-03-03 | Waldo Jennifer | Tax withheld | 8.8K | $13.39 |
| 2026-03-03 | Lawler John T. | Option exercise | 125K | — |
| 2026-03-03 | Lawler John T. | Tax withheld | 44K | $13.39 |
| 2026-03-03 | Lawler John T. | Option exercise | 45K | — |
| 2026-03-03 | Lawler John T. | Tax withheld | 20K | $13.39 |
| 2026-03-03 | Galhotra Ashwani Kumar | Option exercise | 111K | — |
| 2026-03-03 | Galhotra Ashwani Kumar | Tax withheld | 40K | $13.39 |
| 2026-03-03 | Galhotra Ashwani Kumar | Option exercise | 41K | — |
| 2026-03-03 | Galhotra Ashwani Kumar | Tax withheld | 18K | $13.39 |
| 2026-03-03 | Frick Andrew | Option exercise | 29K | — |
| 2026-03-03 | Frick Andrew | Tax withheld | 8.4K | $13.39 |
| 2026-03-03 | Frick Andrew | Option exercise | 11K | — |
| 2026-03-03 | Frick Andrew | Tax withheld | 3.0K | $13.39 |
| 2026-03-03 | FORD WILLIAM CLAY JR | Option exercise | 366K | — |
| 2026-03-03 | FORD WILLIAM CLAY JR | Tax withheld | 149K | $13.39 |
| 2026-03-03 | FORD WILLIAM CLAY JR | Option exercise | 132K | — |
| 2026-03-03 | FORD WILLIAM CLAY JR | Tax withheld | 57K | $13.39 |
| 2026-03-03 | FIELD JOHN DOUGLAS | Option exercise | 254K | — |
| 2026-03-03 | FIELD JOHN DOUGLAS | Tax withheld | 125K | $13.39 |
| 2026-03-03 | FIELD JOHN DOUGLAS | Option exercise | 91K | — |
| 2026-03-03 | FIELD JOHN DOUGLAS | Tax withheld | 45K | $13.39 |
| 2026-03-03 | FARLEY JR JAMES D | Option exercise | 469K | — |
| 2026-03-03 | FARLEY JR JAMES D | Tax withheld | 205K | $13.39 |
| 2026-03-03 | FARLEY JR JAMES D | Option exercise | 169K | — |
| 2026-03-03 | FARLEY JR JAMES D | Tax withheld | 74K | $13.39 |
| 2026-03-03 | Croley Steven P. | Tax withheld | 36K | $13.39 |
| 2026-03-03 | Croley Steven P. | Option exercise | 29K | — |
| 2026-03-03 | Croley Steven P. | Tax withheld | 13K | $13.39 |
| 2026-03-03 | Amend Michael | Option exercise | 57K | — |
| 2026-03-03 | Amend Michael | Tax withheld | 16K | $13.39 |
| 2026-03-03 | Amend Michael | Option exercise | 21K | — |
| 2026-03-03 | Amend Michael | Tax withheld | 8.7K | $13.39 |
| 2026-02-19 | English Alexandra Ford | Gift | 1.4K | — |
| 2026-02-19 | English Alexandra Ford | Gift | 2.8K | — |
| 2026-02-19 | FORD WILLIAM CLAY JR | Other | 583K | — |
| 2026-02-19 | FORD WILLIAM CLAY JR | Other | 85K | — |
| 2026-02-19 | FORD WILLIAM CLAY JR | Gift | 1.4K | — |
| 2026-02-19 | FORD WILLIAM CLAY JR | Gift | 1.4K | — |
| 2026-02-19 | FORD WILLIAM CLAY JR | Buy | 140K | $13.82 |
| 2026-02-15 | Amend Michael | Option exercise | 80K | — |
| 2026-02-15 | Amend Michael | Tax withheld | 24K | $14.12 |
| 2026-01-13 | Galhotra Ashwani Kumar | Option exercise | 51K | — |
| 2026-01-13 | Galhotra Ashwani Kumar | Tax withheld | 15K | $14.03 |
| 2026-01-13 | Croley Steven P. | Option exercise | 119K | — |
| 2026-01-13 | Croley Steven P. | Tax withheld | 52K | $14.03 |
| 2025-12-22 | FORD WILLIAM CLAY JR | Gift | 1.4K | — |
| 2025-12-22 | FORD WILLIAM CLAY JR | Gift | 21K | — |
| 2025-12-22 | FORD WILLIAM CLAY JR | Gift | 2.8K | — |
| 2025-12-22 | English Alexandra Ford | Gift | 5.6K | — |
| 2025-12-22 | English Alexandra Ford | Gift | 2.8K | — |
| 2025-12-22 | English Alexandra Ford | Gift | 11K | — |
| 2025-11-20 | Ford III Henry | Gift | 9.0K | — |
| 2025-11-20 | Ford III Henry | Gift | 3.0K | — |
| 2025-11-20 | Ford III Henry | Gift | 9.0K | — |
| 2025-11-20 | Ford III Henry | Gift | 9.0K | — |
| 2025-11-18 | Wu Shengpo | Tax withheld | 37K | $13.19 |
| 2025-11-17 | Galhotra Ashwani Kumar | Tax withheld | 16K | $13.19 |
| 2025-11-17 | Lawler John T. | Tax withheld | 10K | $13.19 |
| 2025-11-17 | Frick Andrew | Tax withheld | 22K | $13.19 |
| 2025-11-17 | FIELD JOHN DOUGLAS | Tax withheld | 100K | $13.19 |
| 2025-11-15 | Galhotra Ashwani Kumar | Option exercise | 36K | — |
| 2025-11-15 | Frick Andrew | Option exercise | 21K | — |
| 2025-11-15 | Frick Andrew | Option exercise | 30K | — |
| 2025-11-15 | FIELD JOHN DOUGLAS | Option exercise | 101K | — |
| 2025-11-15 | Lawler John T. | Option exercise | 24K | — |
| 2025-11-15 | Wu Shengpo | Option exercise | 95K | — |
| 2025-11-15 | FIELD JOHN DOUGLAS | Option exercise | 101K | — |
| 2025-11-14 | THORNTON JOHN L | Buy | 7.5K | $13.19 |
| 2025-10-30 | WEINBERG JOHN S | Option exercise | 17K | — |
| 2025-10-30 | Veihmeyer John B | Option exercise | 20K | — |
| 2025-07-02 | Frick Andrew | Sell | 30K | $11.50 |
| 2025-07-01 | Frick Andrew | Sell | 30K | $11.00 |
| 2025-06-10 | English Alexandra Ford | Conversion | 8.1K | — |
| 2025-06-10 | English Alexandra Ford | Conversion | 8.1K | — |
| 2025-06-10 | FORD WILLIAM CLAY JR | Conversion | 924K | — |
| 2025-06-10 | FORD WILLIAM CLAY JR | Conversion | 924K | — |
| 2025-06-03 | House Sherry Ann | Option exercise | 132K | — |
| 2025-06-03 | House Sherry Ann | Tax withheld | 58K | $9.98 |
| 2025-05-21 | Veihmeyer John B | Option exercise | 48K | — |
| 2025-05-21 | WEINBERG JOHN S | Option exercise | 48K | — |
| 2025-05-15 | Helman William W | Grant | 20K | $10.75 |
| 2025-05-15 | Huntsman Jon M Jr | Option exercise | 63K | — |
| 2025-05-15 | Huntsman Jon M Jr | Tax withheld | 19K | $10.65 |
| 2025-05-15 | English Alexandra Ford | Grant | 29K | $10.75 |
| 2025-05-15 | THORNTON JOHN L | Grant | 20K | $10.75 |
| 2025-05-15 | May John C II | Grant | 29K | $10.75 |
| 2025-05-15 | Waldo Jennifer | Option exercise | 101K | — |
| 2025-05-15 | Waldo Jennifer | Option exercise | 61K | — |
| 2025-05-15 | Waldo Jennifer | Option exercise | 61K | — |
| 2025-05-15 | Waldo Jennifer | Tax withheld | 97K | $10.65 |
| 2025-05-15 | Ford III Henry | Grant | 20K | $10.75 |
| 2025-03-04 | FARLEY JR JAMES D | Option exercise | 408K | — |
| 2025-03-04 | English Alexandra Ford | Gift | 2.1K | — |
| 2025-03-04 | English Alexandra Ford | Gift | 4.1K | — |
| 2025-03-04 | Galhotra Ashwani Kumar | Option exercise | 122K | — |
| 2025-03-04 | Galhotra Ashwani Kumar | Option exercise | 35K | — |
| 2025-03-04 | Galhotra Ashwani Kumar | Option exercise | 56K | — |
| 2025-03-04 | Galhotra Ashwani Kumar | Tax withheld | 83K | $9.39 |
| 2025-03-04 | Croley Steven P. | Option exercise | 90K | — |
| 2025-03-04 | Croley Steven P. | Option exercise | 26K | — |
| 2025-03-04 | Croley Steven P. | Option exercise | 36K | — |
| 2025-03-04 | Croley Steven P. | Tax withheld | 66K | $9.39 |
| 2025-03-04 | FARLEY JR JAMES D | Option exercise | 117K | — |
| 2025-03-04 | FARLEY JR JAMES D | Option exercise | 168K | — |
| 2025-03-04 | FARLEY JR JAMES D | Tax withheld | 302K | $9.39 |
| 2025-03-04 | Kosman Mark | Option exercise | 8.4K | — |
| 2025-03-04 | Kosman Mark | Option exercise | 3.6K | — |
| 2025-03-04 | Kosman Mark | Option exercise | 3.5K | — |
| 2025-03-04 | Kosman Mark | Tax withheld | 4.8K | $9.39 |
| 2025-03-04 | Amend Michael | Option exercise | 62K | — |
| 2025-03-04 | Amend Michael | Option exercise | 18K | — |
| 2025-03-04 | Amend Michael | Option exercise | 19K | — |
| 2025-03-04 | Amend Michael | Tax withheld | 43K | $9.39 |
| 2025-03-04 | House Sherry Ann | Option exercise | 57K | — |
| 2025-03-04 | House Sherry Ann | Tax withheld | 25K | $9.39 |
| 2025-03-04 | Lawler John T. | Option exercise | 149K | — |
| 2025-03-04 | Lawler John T. | Option exercise | 43K | — |
| 2025-03-04 | Lawler John T. | Option exercise | 45K | — |
| 2025-03-04 | Lawler John T. | Tax withheld | 94K | $9.39 |
| 2025-03-04 | FORD WILLIAM CLAY JR | Option exercise | 346K | — |
| 2025-03-04 | FORD WILLIAM CLAY JR | Option exercise | 99K | — |
| 2025-03-04 | FORD WILLIAM CLAY JR | Option exercise | 131K | — |
| 2025-03-04 | FORD WILLIAM CLAY JR | Tax withheld | 251K | $9.39 |
| 2025-03-04 | FORD WILLIAM CLAY JR | Gift | 2.1K | — |
| 2025-03-04 | FORD WILLIAM CLAY JR | Gift | 2.1K | — |
| 2025-03-04 | FIELD JOHN DOUGLAS | Option exercise | 225K | — |
| 2025-03-04 | FIELD JOHN DOUGLAS | Option exercise | 65K | — |
| 2025-03-04 | FIELD JOHN DOUGLAS | Option exercise | 91K | — |
| 2025-03-04 | FIELD JOHN DOUGLAS | Tax withheld | 189K | $9.39 |
| 2025-03-04 | Waldo Jennifer | Option exercise | 31K | — |
| 2025-03-04 | Waldo Jennifer | Tax withheld | 8.9K | $9.39 |
| 2025-03-04 | Frick Andrew | Option exercise | 25K | — |
| 2025-03-04 | Frick Andrew | Option exercise | 7.3K | — |
| 2025-03-04 | Frick Andrew | Option exercise | 28K | — |
| 2025-03-04 | Frick Andrew | Tax withheld | 17K | $9.39 |
| 2025-03-04 | Wu Shengpo | Option exercise | 9.3K | — |
| 2025-03-04 | Wu Shengpo | Tax withheld | 4.1K | $9.39 |
| 2025-03-03 | Wu Shengpo | Tax withheld | 2.7K | $9.55 |
| 2025-03-03 | FORD WILLIAM CLAY JR | Option exercise | 128K | — |
| 2025-03-03 | Amend Michael | Option exercise | 20K | — |
| 2025-03-03 | Galhotra Ashwani Kumar | Option exercise | 40K | — |
| 2025-03-03 | Galhotra Ashwani Kumar | Tax withheld | 11K | $9.55 |
| 2025-03-03 | Amend Michael | Tax withheld | 5.7K | $9.55 |
| 2025-03-03 | FARLEY JR JAMES D | Tax withheld | 71K | $9.55 |
| 2025-03-03 | Wu Shengpo | Option exercise | 6.1K | — |
| 2025-03-03 | FORD WILLIAM CLAY JR | Tax withheld | 40K | $9.55 |
| 2025-03-03 | FIELD JOHN DOUGLAS | Option exercise | 89K | — |
| 2025-03-03 | FIELD JOHN DOUGLAS | Tax withheld | 44K | $9.55 |
| 2025-03-03 | Kosman Mark | Option exercise | 3.5K | — |
| 2025-03-03 | Kosman Mark | Tax withheld | 1.2K | $9.55 |
| 2025-03-03 | Croley Steven P. | Option exercise | 29K | — |
| 2025-03-03 | Croley Steven P. | Tax withheld | 12K | $9.55 |
| 2025-03-03 | Waldo Jennifer | Option exercise | 22K | — |
| 2025-03-03 | Waldo Jennifer | Tax withheld | 6.5K | $9.55 |
| 2025-03-03 | Lawler John T. | Option exercise | 44K | — |
| 2025-03-03 | Lawler John T. | Tax withheld | 12K | $9.55 |
| 2025-03-03 | Frick Andrew | Option exercise | 9.7K | — |
| 2025-03-03 | Frick Andrew | Tax withheld | 3.0K | $9.55 |
| 2025-03-03 | FARLEY JR JAMES D | Option exercise | 164K | — |
| 2025-02-20 | Ford III Henry | Other | 774K | $9.39 |
| 2025-02-15 | Amend Michael | Option exercise | 80K | — |
| 2025-02-15 | Amend Michael | Tax withheld | 24K | $9.48 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (5)
Suppliers (13)
- Novelis Inc.
- SK On Co., Ltd.
- SK Battery America, Inc.
- BlueOval SK, LLC
- Takata
- ARC Automotive
- Delphi Automotive
- DANA Inc
- PAMT CORP
- LEAR CORP
- STRATTEC SECURITY CORP
- STONERIDGE INC
- Dauch Corp
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-21 | Material agreementDebt obligationOtherExhibits | filing ↗ |
| 2026-05-19 | Shareholder vote | filing ↗ |
| 2026-04-29 | ResultsExhibits | filing ↗ |
| 2026-04-15 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-04-15 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-04-02 | OtherExhibits | filing ↗ |
| 2026-03-13 | Other | filing ↗ |
| 2026-02-10 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-21 | 2026-05-20 | 0000037996-26-000093 ↗ |
| 8-K | 2026-05-19 | 2026-05-14 | 0000037996-26-000090 ↗ |
| 10-Q | 2026-04-30 | 2026-03-31 | 0000037996-26-000086 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0000037996-26-000084 ↗ |
| 8-K | 2026-04-15 | 2026-04-15 | 0000037996-26-000081 ↗ |
| 8-K | 2026-04-15 | 2026-04-15 | 0000037996-26-000079 ↗ |
| 8-K | 2026-04-02 | 2026-04-02 | 0000037996-26-000075 ↗ |
| 8-K | 2026-03-13 | 2026-03-13 | 0000037996-26-000073 ↗ |
| 10-K | 2026-02-11 | 2025-12-31 | 0000037996-26-000015 ↗ |
| 8-K | 2026-02-10 | 2026-02-10 | 0000037996-26-000014 ↗ |
| 8-K | 2026-01-29 | 2026-01-29 | 0000037996-26-000011 ↗ |
| 8-K | 2026-01-06 | 2026-01-06 | 0000037996-26-000002 ↗ |