Common-Size Balance Sheet: Assets
Quarterly Data
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- Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
- Analysis of Liquidity Ratios
- Analysis of Geographic Areas
- Enterprise Value to FCFF (EV/FCFF)
- Price to FCFE (P/FCFE)
- Present Value of Free Cash Flow to Equity (FCFE)
- Current Ratio since 2005
- Total Asset Turnover since 2005
- Price to Operating Profit (P/OP) since 2005
- Analysis of Debt
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Ford Motor Co., common-size consolidated balance sheet: assets (quarterly data)
Based on: 10-Q (reporting date: 2026-03-31), 10-K (reporting date: 2025-12-31), 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31).
The asset composition of the balance sheet demonstrates a strategic shift in liquidity management and an increasing concentration in financing receivables over the analyzed period. While the overall distribution between current and non-current assets remains relatively stable, there are distinct migrations within those categories that suggest changes in capital allocation and operational priorities.
- Liquidity and Cash Equivalents
- A notable contraction in highly liquid assets is observed. Marketable securities experienced a sustained downward trend, declining from a peak of 11.30% in December 2021 to 4.55% by March 2026. Cash and cash equivalents also showed a general decrease in the latter half of the period, moving from a high of 10.86% in September 2021 to 6.25% by March 2026. This combined reduction suggests a transition from a highly liquid defensive posture to a more aggressive deployment of capital.
- Financing and Credit Assets
- There is a clear expansion in the weight of Ford Credit finance receivables. Both current and non-current receivables have increased their share of total assets, with non-current receivables rising from 20.16% in March 2021 to 21.36% by March 2026. Furthermore, net investment in operating leases followed a U-shaped trajectory, decreasing from 10.66% in early 2021 to a low of 7.70% in March 2023, before recovering to 10.26% by March 2026. This indicates a renewed expansion of the leasing portfolio in recent quarters.
- Operational Assets and Inventories
- Inventories and trade receivables have exhibited moderate volatility without a definitive long-term directional trend. Inventories generally fluctuated between 4.69% and 6.84%, ending the period at 5.86%. Trade and other receivables saw a gradual increase from approximately 4.01% in early 2021 to a peak of 6.82% in March 2023, eventually stabilizing around 6.10% by March 2026. Net property, plant, and equipment remained remarkably consistent, largely hovering between 13% and 15% of total assets.
- Other Non-Current Asset Trends
- Deferred income taxes have shown a steady increase as a percentage of total assets, rising from 4.64% in March 2021 to 7.89% by March 2026. Conversely, the equity in net assets of affiliated companies has generally declined, dropping from 1.80% at the start of the period to 0.97% by the end, indicating a reduction in the relative significance of these investments.
In summary, the asset structure has evolved from a cash-heavy position toward one more heavily weighted in credit-based assets and tax-deferred items. The stability of the net property percentage suggests that capacity expansions have occurred in proportion to the overall growth of the balance sheet, while the shift in liquidity indicates a strategic reallocation of resources toward the financing arm of the business.