8-KItem 7.01 · Reg FD Disclosure
Ford filed 1/29/26 expecting a ~ $0.6B pre-tax Q4 2025 pension/OPEB remeasurement loss (~$0.3B US…
Filed with the SEC on · Summarized by InvestorsBot
Ford filed 1/29/26 expecting a ~ $0.6B pre-tax Q4 2025 pension/OPEB remeasurement loss (~$0.3B US pensions, ~$0.3B non‑US; OPEB immaterial), cutting net income ~ $0.5B after‑tax. Special item — no impact on adj. EBIT or adj. EPS. $F 📉 #Ford #Earnings
Remeasurement drivers: US losses from actuarial variances; non‑US due to longer life expectancy. No cash impact in 2025, no change to 2026 pension contributions. Funded plans remain fully funded; YE2025 underfunded: pensions ~$0.2B, OPEB ~$4.4B. $F 🔎 #Pensions #Funding