F: Company disclosure · Other company developments

Item 7.01. Regulation FD Disclosure . At the end of September, production of our F-150 trucks was affected by a short-term supplier issue unrelated to aluminum. The expected financial impact is containable within the full-year 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion we provided on July 28, 2026.* Item 8.01. Other Events . Our news release dated October 2, 2026 concerning U.S. sales in the third quarter of 2026 is filed as Exhibit 99 to this Report and incorporated by reference herein, except the statement in the fourth bullet point (“F-150 production”) at the top of page 1 of the news release and the section entitled “F-150 Production” on page 2 of the news release, each of which is not incorporated by reference and is only being furnished pursuant to Item 7.01. Cautionary Note on Forward-Looking Statements Statements included or incorporated by reference herein may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on expectations, forecasts, and assumptions by our management and involve a number of risks, uncertainties, and other factors that could cause actual results to differ materially from those stated, including, without limitation: • Ford’s long-term success depends on delivering the Ford+ plan, including improving cost competitiveness; • Ford’s products have been and could continue to be affected by defects that result in recall campaigns, increased warranty costs, or delays in new model launches, and the time it takes to improve the quality of our products and services and reduce the costs associated therewith could continue to have an adverse effect on our business; • Ford is highly dependent on its suppliers to deliver components in ac