Forensic Analysis · OEM & Vehicle Bodies · as of Nov 9, 2026

Ford Motor Co (F)

A forensic read on Ford Motor Co built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

D · Weak — demands caution

Forensic grade

Distress

Financial health

0.4

Distress distance

Clean

Earnings quality

Forensic signals

-20.3%

ROE

1.2%

Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (auditor quality, say on pay, board independence, going concern). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Ford Motor Co earns a D (Weak — demands caution) forensic quality grade, and its balance-sheet distress test reads 0.4, placing it in the Distress zone. 2 forensic signals were flagged in its latest SEC filings, led by return on invested capital.

What the filings flag

-3.5%

FY2025

Return on invested capital. Return on invested capital is -3.5% in the latest fiscal year and slipping across FY2023–FY2025 from 3.3%. After-tax operating profit was $4.9B in FY2023 and ($7.2B) in FY2025, with operating income at 3.1% of revenue in FY2023, 2.8% in FY2024 and -4.9% in FY2025. The capital base behind it cannot be compared across FY2023–FY2025: short-term debt and long-term debt are tagged in one of those two fiscal years and not the other, and an untagged line enters this calculation as zero, so any change in the base would be a change in what the filer tagged. FY2025's operating profit carried a $9.4B asset write-down that alone took about 3.6 points off that year's return, so about 3.6 of the 6.8-point fall across FY2023–FY2025 is that charge landing in the latest year rather than the capital earning less. A non-cash write-down lowers the reported return in the year it lands.

-37%

FY2023→FY2024

Dividend — cut. The payout was CUT ~37% in FY2024 (from FY2023). It still returns some cash, but it is NOT the dependable, rising dividend an unbroken streak implies.

Key fundamentals

Latest Revenue$187.27B

Revenue Growth YoY+1.2%

Revenue CAGR (2yr)+3.1%

Net Margin-4.4%

Free Cash Flow$12.47B

Return on Equity-20.3%

Debt / Equity4.54x

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Data from SEC EDGAR public filings · metrics as of Nov 9, 2026. Forensic signals flag probability, not certainty.

See a wrong number? Report an error with the filing it should match.