F 最新10-Q变化
将 F 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-10-29 与上一份 10-Q · 2026-07-29
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +21 | −25 | ~75 | 147 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~3 | 0 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 0 |
| 法律诉讼 | 文字有新增/删除 | +5 | −3 | 0 | 1 |
| 其他信息 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
未列出(无法可靠提取或缺失):风险因素
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-10-29
As of September 30, 2026, we expect to receive about $2.2 billion related to tariff reimbursements from the federal government and suppliers and as offsets to Company payment obligations to suppliers attributable to tariff actions taken by the U.S. government since March 2025.
Although we have started to receive reimbursements from the federal government, including about $500 million in the third quarter of 2026 related to the International Emergency Economic Powers Act (“IEEPA”) and tariff rulings from the United States Supreme Court and the Court of International Trade …
We recorded $127 million of pre-tax special item charges in the third quarter of 2026, primarily reflecting continued charges related to the EV program cancellations previously announced in December 2025, legal matter(s), and ongoing restructuring actions in Europe. Pension and OPEB remeasurement wa…
We recorded a $198 million benefit from tax special items in the third quarter of 2026, primarily reflecting a $179 million benefit resulting from legal entity restructuring of our South American operations.
In the third quarter of 2026, Ford Pro’s wholesales decreased 4% from a year ago, primarily reflecting the end of production of the Escape in North America for fleet customers (including daily rental) and lower Ranger and Transit wholesales. Higher Super Duty and F-150 wholesales were a partial offs…
相对上期删除的文字 · 来源:10-Q · 2026-07-29
As of June 30, 2026, we expect to receive about $3 billion related to tariff reimbursements from the federal government and suppliers and as offsets to Company payment obligations to suppliers. As previously disclosed, included in this amount is about $1.3 billion related to the International Emerge…
Although we have started to receive reimbursements from the federal government (excluding IEEPA), the timing for our receipt of these reimbursements is uncertain and is subject to changes in trade policy. Despite this uncertainty, we currently expect to receive about $500 million of reimbursements r…
Also as previously disclosed, in May 2026, Ford, SK On Co., Ltd., and SK Battery America, Inc., and BlueOval SK, LLC (“BOSK”) closed on the transactions contemplated by the Joint Venture Disposition Agreement (“JVDA”) the parties entered into in December 2025. In conjunction with the closing, our me…
Upon closing of the transactions, we recognized pre-tax special item charges of $3.6 billion, which includes about $500 million of cash expenditures. For additional information about BOSK, the JVDA, and the Ford DOE Loan Agreement, see Notes 12 and 16 of the Notes to the Financial Statements.
We recorded $4,179 million of pre-tax special item charges in the second quarter of 2026, primarily reflecting charges we recognized upon the closing of the transactions contemplated by the BOSK JVDA and charges related to the EV program cancellations previously announced in December 2025.
法律诉讼
相对上期新增的文字 · 来源:10-Q · 2026-10-29
Hetsler v. Ford (as previously reported on page 36 of our 2025 Form 10-K Report). Plaintiff, Robert Hetsler, filed this product liability action against Ford in the Circuit Court of the Fourth Judicial Circuit in and for Duval County, Florida on April 24, 2020, alleging that a 2016 Roush Mustang had…
Capic v. Ford Motor Company of Australia. Plaintiff, Biljana Capic, filed this class action against Ford Motor Company of Australia (“Ford Australia”) in the Federal Court of Australia in May 2016 on behalf of current and former owners of Ford Focus, Fiesta, and EcoSport models equipped with DPS6 Po…
Brazilian Tax Matters (as previously reported on page 38 of our 2025 Form 10-K Report, page 65 of our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, and page 67 of our Quarterly Report on Form 10-Q for the quarter ended June 30, 2026). One Brazilian state (São Paulo) and the Bra…
All of the outstanding assessments have been appealed to the relevant administrative court of each jurisdiction and some appeals have progressed to the judicial court system. To proceed with an appeal within the judicial court system, an appellant may be required to post collateral. If we are requir…
Versata v. Ford (as previously reported on page 67 of our Quarterly Report on Form 10-Q for the quarter ended June 30, 2026). Plaintiff, Versata Software, LLC, filed a trade secret and breach of contract action against Ford in the United States District Court for the Eastern District of Michigan on …
相对上期删除的文字 · 来源:10-Q · 2026-07-29
Brazilian Tax Matters (as previously reported on page 38 of our 2025 Form 10-K Report and page 65 of our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026). One Brazilian state (São Paulo) and the Brazilian federal tax authority currently have outstanding substantial tax assessments…
All of the outstanding assessments have been appealed to the relevant administrative court of each jurisdiction and some appeals are now pending in the judicial court system. To proceed with an appeal within the judicial court system, an appellant may be required to post collateral. If we are requir…
Versata v. Ford. Plaintiff, Versata Software, LLC, filed a trade secret and breach of contract action against Ford in the United States District Court for the Eastern District of Michigan on February 19, 2015, alleging that Ford misappropriated its trade secrets and breached the parties’ licensing c…
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议