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What changed in F's 10-Q
Source: 10-Q filed 2026-04-30 · compared against 10-Q 2025-10-24. Every passage below is quoted verbatim from the filing itself.
Guidance
This filing
For full-year 2026, we now expect adjusted EBIT of $8.5 billion to $10.5 billion
Financial Performance
This filing
Operating income/(loss) 319 2,329
Novelis Fire
This filing
we expect to partially recover the production lost to date
Tariffs
This filing
we expect to receive about $2.8 billion related to tariff reimbursements
EV Strategy
This filing
we announced our decision to rationalize our EV manufacturing capacity
Compliance Credits
This filing
our future purchase obligations under our compliance credit purchase agreements as of March 31, 2026 totaled about $40 million
Liquidity
This filing
Cash and cash equivalents $ 23,356 $ 17,649
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.