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Ford Motor (F) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Oct 29, 2026 · Ford Motor (F) Q3 2026 earnings results →
Q3 2026 Revenue down 2% year over year to $49.5B · 4¢ of every $1 of revenue kept as net profit · operating margin 2.9%
Ford Motor made $49.5B in Q3 2026 (-2% Y/Y): Revenues from sales and services $46.2B, Leasing income $1.5B, Services and other revenue $1.0B. Operating margin 2.9%, net earnings $2.0B. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 29, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $49.5B in Q3 2026, down 2% year over year and up 3% from the previous quarter. Vehicles, parts, and accessories was the largest line at 89% of revenue. Vehicles, parts, and accessories lost $1.3B year over year (down 3%), 130% of the total change.
Operating profit was $1.5B, a 2.9% margin (down 0.1 points year over year). Total costs fell 2% while revenue fell 2%. The fastest-growing cost line was SG&A (+12%). Net earnings were $2.0B, down 16% year over year. The effective tax rate was 4.5%. Non-operating items added $0.69B, 32% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was $5.4B (down 27% year over year), 265% of net earnings. Non-cash charges added back $2.0B of depreciation and $0.11B of share-based compensation. Working capital and other items added $1.3B. Capital expenditures of $2.3B left free cash flow of $3.1B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Oct 29, 2026 | $49.5B | -2% | 2.9% | $2.0B | $5.4B |
| Q2 2026 | 10-Q | Jul 29, 2026 | $48.3B | -4% | 1.3% | −$1.3B | $4.3B |
| Q1 2026 | 10-Q | Apr 30, 2026 | $43.3B | +6% | 5.4% | $2.6B | $1.3B |
| Q4 2025 | 10-K | Feb 11, 2026 | $45.9B | -5% | -25.2% | −$11.1B | $3.9B |
| Q3 2025 | 10-Q | Oct 24, 2025 | $50.5B | +9% | 3.1% | $2.4B | $7.4B |
| Q2 2025 | 10-Q | Jul 31, 2025 | $50.2B | +5% | 1.0% | −$29.0M | $6.3B |
| Q1 2025 | 10-Q | May 6, 2025 | $40.7B | -5% | 0.8% | $473M | $3.7B |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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Customers and suppliers named in filings
Sells to
- Ford Motor Credit Co LLC · Stated in 10-K (named, share not stated) · source
- RUSHA · Stated in 10-K (named, share not stated) · source
- AN · Stated in 10-K (named, share not stated) · source
- MCHB · Stated in 10-K (named, share not stated) · source
- WGO · Stated in 10-K (named, share not stated) · source
Buys from
- VENU — 94% of the supplier’s revenue · Stated in 10-K (sentence) · source
- CPS — 27% of the supplier’s revenue · Stated in 10-K (customer table) · source
- VC — 26% of the supplier’s revenue · Stated in 10-K (customer table) · source
- STRT — 21% of the supplier’s revenue · Stated in 10-K (sentence) · source
- ULH — 20% of the supplier’s revenue · Stated in 10-K (sentence) · source
- SRI — 18% of the supplier’s revenue · Stated in 10-K (sentence) · source
- DCH — 15% of the supplier’s revenue · Stated in 10-K (sentence) · source
- BWA — 12% of the supplier’s revenue · Stated in 10-K (sentence) · source
- FOXF — 12% of the supplier’s revenue · Stated in 10-K (sentence) · source
- LEA — 12% of the supplier’s revenue · Stated in 10-K (customer table) · source
- GTX — 11% of the supplier’s revenue · Stated in 10-K (sentence) · source
- ADNT — 11% of the supplier’s revenue · Stated in 10-K (sentence) · source
About Ford Motor
Ford Motor Company was incorporated in Delaware in 1919. We acquired the business of a Michigan company, also known as Ford Motor Company, which had been incorporated in 1903 to produce and sell automobiles designed and engineered by Henry Ford. We are a global company based in Dearborn, Michigan. With about 169,000 employees worldwide, the Company is committed to helping build a better world, where every person is free to move and pursue their dreams. The Company’s Ford+ plan for growth and value creation combines existing strengths, new capabilities, and always-on relationships with customers to enrich experiences for customers and deepen their loyalty. Ford develops and delivers innovative, must-have Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services, including BlueCruise (ADAS) and security.
In its own words, from its 10-K, filed Feb 11, 2026.
Ford Motor against its Motor Vehicles & Passenger Car Bodies peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -2% against the peers' median +6%. Operating margin: 2.9% against the peers' median 2.9%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| F Ford Motor | Q3 2026 | $49.5B | -2% | 2.9% |
| GM General Motors | Q3 2026 | $50.0B | +3% | 7.2% |
| TSLA Tesla | Q3 2026 | $28.0B | -0.2% | 2.6% |
| PCAR Paccar | Q3 2026 | $7.9B | +19% | 13.6% |
| OSK Oshkosh | Q3 2026 | $2.8B | +6% | 6.9% |
| RIVN Rivian Automotive | Q3 2026 | $2.2B | +38% | -40.9% |
| FSS Federal Signal | Q3 2026 | $656M | +18% | 17.0% |
| LCID Lucid Group | Q2 2026 | $405M | +56% | -267.0% |
| CENN Cenntro | Q2 2026 | $6.2M | -3% | -120.5% |
Source: Ford Motor 10-Q on SEC EDGAR · CIK 37996 · Motor Vehicles & Passenger Car Bodies
Guidance and outlook
13F: who owns F and who is buying
More on F
- How Ford Motor makes money: revenue by segment
- Ford Motor next earnings date and what analysts expect
- Ford Motor stock forecast, price target and fair value
- Who owns Ford Motor stock: holders, funds and Congress trades
- Ford Motor guidance and outlook
- Is Ford Motor a takeover target? LBO and rumors
- Ford Motor recalls, complaints and regulation
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Ford Motor guidance history: guided vs reported
- Ford Motor operating margin by quarter
- Ford Motor net income by quarter
- Ford Motor free cash flow by quarter
- Ford Motor capital expenditures by quarter
- Ford Motor Revenues from sales and services revenue by quarter
- Ford Motor Leasing income revenue by quarter
- Ford Motor Services and other revenue revenue by quarter