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Ford Motor Co. late Monday pulled its 2025 guidance, citing significant near-term risks, and said it expects a tariff hit of about $1.5 billion for the year as U.S. automakers continue to grapple with economic uncertainty and some consumers shy away from big-ticket expenses.
Ford F listed four “material” reasons it was pulling the year’s outlook, saying it sees potential for an industrywide supply-chain disruption hurting production; for additional or increased tariffs in the U.S.; for changes in tariff implementation, including the possibility that countries would enact their own retaliatory tariffs and other restrictions; and ongoing policy uncertainty around tax and emissions policy.