Ford Motor Company Ford Credit — Recorded investment increased by 2.0% to $111.49B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 0.9%, from $112.50B to $111.49B. Over 4 years (FY 2021 to FY 2025), Ford Credit — Recorded investment shows an upward trend with a 5.6% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Reflects the actual asset base of the lending business; growth indicates a larger, potentially more profitable portfolio.
The carrying amount of financing receivables on the balance sheet, adjusted for deferred fees, costs, and premiums or di...
Standard accounting metric for the net value of a loan portfolio in financial services.
f_segment_ford_credit_recorded_investment| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $87.24B | $84.42B | $84.72B | $83.62B | $81.22B | $82.35B | $89.47B | $92.30B | $96.00B | $96.88B | $102.96B | $102.47B | $106.47B | $110.09B | $112.50B | $107.93B | $108.35B | $109.26B | $111.49B |
| QoQ Change | — | -3.2% | +0.4% | -1.3% | -2.9% | +1.4% | +8.7% | +3.2% | +4.0% | +0.9% | +6.3% | -0.5% | +3.9% | +3.4% | +2.2% | -4.1% | +0.4% | +0.8% | +2.0% |
| YoY Change | — | — | — | — | -6.9% | -2.5% | +5.6% | +10.4% | +18.2% | +17.7% | +15.1% | +11.0% | +10.9% | +13.6% | +9.3% | +5.3% | +1.8% | -0.8% | -0.9% |