Overview

• Ford’s second-quarter revenue rose 5% to $50.2 billion year over year
• The automaker absorbed an $800 million hit from U.S. import duties and raised its full-year tariff cost outlook by $500 million to $3 billion
• Ford posted a net loss of $36 million for the quarter, driven by recall and special charges tied to a canceled electric SUV
• The company trimmed its 2025 full-year adjusted EBIT guidance to $6.5 billion–$7.5 billion, down from $7.0 billion–$8.5 billion
• Its EV and software division logged a $1.3 billion operating loss in Q2 and is forecast to lose up to $5.5 billion for the year