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NYSE: F FORD MOTOR CO 10-Q

Ford receives $2.8B tariff reimbursement, suspends 2025 guidance amid trade uncertainty

Filed April 30, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 6, 2025 · ~1 min read

Key Changes

  • high

    Ford expects $2.8 billion in tariff reimbursements from government and suppliers, including $1.3 billion from Supreme Court and trade court rulings in Q1 2026—a major cash inflow offsetting prior tariff costs.

    MD&A: Tariff Reimbursements verify on EDGAR →
  • high

    Company suspended full-year 2025 adjusted EBIT and free cash flow guidance, citing $2.5 billion gross tariff impact ($1.5 billion net) and risks of supply chain disruption and future tariff changes.

    MD&A: Guidance Suspension verify on EDGAR →
  • high

    The $2.5 billion Brogdon product liability case (2015 F-250 rollover) no longer appears in legal disclosures, suggesting resolution or settlement of the punitive damages award.

    Legal Proceedings verify on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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