Ford Motor — Feb 10, 2026 release

“We improved our core business and execution, made significant progress in the areas of the business we control – lowering material and warranty costs and making real progress on quality – and made difficult but critical strategic decisions that set us up for a stronger future. Moving forward, we’ll continue building on our strong foundation to achieve our target of 8% adjusted EBIT margin by 2029.” Added Ford CFO Sherry House: “Improvements in our industrial system, a robust product roadmap that leverages our core strengths, and a disciplined approach to capital efficiency will drive even stronger results in 2026 and beyond. We remain relentlessly focused on three key levers to improve margins: improvements in EVs, highly accretive anti-cyclical businesses that grow and change our risk profile and next generation core products.” Total Company Highlights Fourth Quarter Full Year 2024 2025 Change 2024 2025 Change Wholesale Units (000) 1,188 1,083 (9)% 4,470 4,395 (2)% GAAP Financial Measures Cash Flows from Op. Activities ($B) $ 3.0 $ 3.9 $ 0.9 $ 15.4 $ 21.3 $ 5.9 Revenue ($B) 48.2 45.9 (5)% 185.0 187.3 1 % Net Income / (Loss) ($B) 1.8 (11.1) (12.9) 5.9 (8.2) (14.1) Net Income / (Loss) Margin (%) 3.8 % (24.1) % (27.9) ppts 3.2 % (4.4)% (7.6) ppts EPS (Diluted) 0.45 (2.77) $ (3.22) $ 1.46 $ (2.06) $ (3.52) Non-GAAP Financial Measures Company Adj. Free Cash Flow ($B) $ 0.7 $ (2.1) $ (2.9) $ 6.7 $ 3.5 $ (3.2) Company Adj. EBIT ($B) 2.1 1.0 (1.1) 10.2 6.8 (3.4) Company Adj. EBIT Margin (%) 4.4 % 2.3 % (2.2) ppts 5.5 % 3.6 % (1.9) ppts Adjusted EPS (Diluted) $ 0.39 $ 0.13