Ford Motor Company Furnishes Regulation FD Disclosure
Summary
Ford Motor Company expects to record a pre-tax remeasurement loss of approximately $0.6 billion in its fourth quarter 2025 results related to its pension and OPEB plans. This includes $0.3 billion for U.S. pension plans due to actuarial losses and $0.3 billion for non-U.S. plans from changes in measurement assumptions. On an after-tax basis, the loss is expected to decrease net income by about $0.5 billion. The company uses the mark-to-market method, reporting these as special items. * The remeasurement will not affect adjusted EBIT or adjusted earnings per share. * It had no effect on cash in 2025 and doesn't change 2026 pension contribution expectations. * Funded plans remain fully funded in aggregate.
Why It Matters
Investors should note the expected pre-tax remeasurement loss of approximately $0.6 billion, which will reduce Q4 2025 net income by about $0.5 billion after tax. While significant, this is reported as a special item and will not impact adjusted EBIT, adjusted EPS, or cash flow, indicating it's a non-operating accounting adjustment. The company's funded plans remain fully funded.
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Key Quote
“6 billion related to our pension and OPEB plans.”
— From Item 7.01
Filing Details
Reported Items
Additional Information
- CIK Number
- 0000037996
- Filing Date
- Thursday, January 29, 2026
- Filing Time
- 12:00 AM UTC
- Form Type
- 8-K
- Materiality Level
- medium
- Sentiment
- neutral