8-K

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D. C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of

the Securities Exchange Act of 1934

Date of Report: August 3, 2022

(Date of earliest event reported)

FORD MOTOR COMPANY

(Exact name of registrant as specified in its charter)

Delaware

(State or other jurisdiction of incorporation)

Registrant’s telephone number, including area code 313-322-3000

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act

(17 CFR 240.14d-2(b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act

(17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01. Other Events.

Our news release dated August 3, 2022 concerning U.S. sales in July 2022 is filed as Exhibit 99 to this Report and incorporated by reference herein.

Item 9.01. Financial Statements and Exhibits.

EXHIBITS*

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

exhibit99july2022salesre

 On improved inventory flow, Ford for the second month in a row is the only major automaker to produce sales gains. Ford July sales grew 36.6 percent, vs. an industry down 10.5 percent. Ford total market share hits 13.9 percent – up 1.0 percentage point from June and 4.8 percentage points over a year-ago. Gains come from higher EV sales and share, F-Series and high-end large SUVs.  Ford electric vehicle sales up 168.7 Percent. With Mustang Mach-E up 74.1 percent, F-150 Lightning delivering its best-month since launch and E-Transit’s dominant share position, Ford grew more than 3 times the rate of the overall electric vehicle segment in July.  Sales of Ford Hybrid vehicles continues to climb, increasing 35.3 percent in July, placing the Ford brand second in hybrid vehicle sales to only Toyota. F-150 Hybrid sales totaled 4,364 vehicles, while Maverick Hybrid sales totaled 2,153 trucks.  To date, 66,500 customers have purchased Ford’s BlueCruise hands-free driver-assist technology. Ford is expanding BlueCruise through Power-Up software updates adding nearly 15,000 2021 F- 150 and Mustang Mach-E customers in July, with another 35,000 in process. Ford BlueCruise customers accumulated 11.4 million miles of hands-free highway driving since July 2021.  For the fourth straight month, Ford reported a record pace of just over 50 percent of retail sales coming from previously placed orders. Meanwhile, on Aug. 2 retail order banks re-opened for Bronco Sport, Edge, Explorer and Ranger. Retail orders for Ford’s hot-selling F-150 and Transit re-opened a few weeks ago.  Ford overall pickup sales, including F-Series, Ranger and Maverick produced total sales of 74,034 up 27.0 percent over a year ago. Ford’s total pickup share for the month was 31.6 percent – up more than 6 percentage points over last year and the highest share of any brand in the total pickup segment.  Ford brand SUV sales gained 70.0 percent over last year – totaling 66,266 SUVs. Combined Bronco family sales, including Bronco Sport, were up 227 percent over last year. About Ford Motor Company Ford Motor Company (NYSE: F) is a global company based in Dearborn, Michigan, that is committed to helping build a better world, where every person is free to move and pursue their dreams. The company’s Ford+ plan for growth and value creation combines existing strengths, new capabilities and always-on relationships with customers to enrich experiences for and deepen the loyalty of those customers. Ford develops and delivers innovative, must-have Ford trucks, sport utility vehicles, commercial vans and cars and Lincoln luxury vehicles, as well as connected services. Additionally, Ford is establishing leadership positions in mobility solutions, including self-driving technology, and provides financial services through Ford Motor Credit Company. Ford employs about 182,000 people worldwide. More information about the company, its products and Ford Credit is available at corporate.ford.com. *U.S. sales volume reflects transactions with (i) retail and fleet customers (as reported by dealers), (ii) government and (iii) Ford management. Average transaction pricing based on J.D. Power and Associates PIN data. J U LY 2 0 2 2 S A L E S “Ford was America’s best-selling brand in July powered by strong demand across our lineup. Our overall sales rose 37 percent in July and electric vehicle sales grew at 3 times the rate of the EV segment. F-Series hit the 60,000-truck mark for the first time this year, with our all-new electric F-150 Lightning having its best sales month yet. Ford SUVs were up 70 percent, while E-Transit leads the electric van space with 95 percent of the electric van segment.” – Andrew Frick, vice president, Sales, Distribution & Trucks, Ford Blue Ford is America’s No 1 Brand In July; EV Sales Outpace Segment, F-Series No. 1 Truck; Ford Brand SUV Sales Post 70 Percent Gain; Lincoln SUVs Set July Record H I G H L I G H T S M U S T - H A V E P R O D U C T S F-Series overall truck sales hit the 60,000-truck threshold for the first time this year, with 63,341 trucks sold – up 21.1 percent over last year. F- Series expanded its sales lead through July of this year over its second-place competitor to 66,691 trucks. Turning in record rates, approximately 65 percent of F-Series retail sales came from previously placed customer orders. Ford Pro Ford Trucks Lincoln SUVs www.twitter.com/Ford Ford Electric Ford SUV The Bronco family of vehicles, including Bronco Sport, sales totaled 18,228 SUVs in July – up 227 percent over a year ago. Going into July with a stronger gross stock position, Ford saw strong increases coming from Explorer – up 32.4 percent, the newly redesigned Expedition with sales up 27.9 percent and Escape Hybrid sales gain 142 percent over a year ago. Total Sales vs. July 2021 Retail Sales vs. July 2021 Total Vehicle Truck SUV EVs Total U.S. Sales 163,942 87,335 73,234 7,669 36.6% 52.3% 20.3% 33.0% 69.9% 81.6% 168.7% 147.3% Both Transit and E-Transit continued their leadership in the commercial van segment. E- Transit sales through July totaled 3,534. Ford E- Transit represents 95 percent of the electric van market through July of this year. Compared to year ago, Ford Commercial and Government sales were strong in July with gains of 13.9 and 46.3 percent, respectively. Ford Pro Software is growing rapidly with global paid telematics subscriptions growing over 40 percent sequentially for each of the last two quarters. Ford’s overall share of the electric vehicle segment is rapidly expanding. In July, Ford established 10.9 percent share of the segment – its highest level on record. This compares to 7.3 percent in Q2 and 4.4 percent in Q1 of this year. Combined, Mustang Mach-E, F-150 Lightning and E-Transit are conquesting from competitors at a rate over 60 percent this year. Ford now ranks as America’s second best- selling EV brand behind just Tesla. Lincoln SUV sales posted a July gain of 68.3 percent over a year ago. With 6,968 Lincoln SUVs sold, July represented a record sales month for Lincoln SUVs. On improved inventory flow, Navigator sales were up 32.0 percent and Aviator gained 71.1 percent. Lincoln’s best- selling SUV, the Corsair, provided over a 3-fold increase in its sales over last year.