Ford Motor (F) earnings Q2 2025

Ford engine On Wednesday, he reported the second quarter income, which meets expectations and includes a full -year guidance of a 2 billion dollar hit from tariffs.

The car manufacturer suspended full -year guidance in May due to President Donald Trump’s automobile tariffs. At that time, Ford foresees an effect of $ 2.5 billion from tariffs this year, but he said he could balance $ 1 billion of this total with his efforts to mitigate.

The new estimate reflects a total of $ 3 billion of tariffs, but the company still predicts that it can balance $ 1 billion.

The company’s shares fell more than 3% during post -overtime transactions.

Chief Finance Manager Sherry House said that the media and Ford were “in communication close to the day” with the Trump administration and made “constructive conversations”. He said that steel and aluminum tariffs are a focus.

He said that Ford has seen about 1% price increases in the retail segment and expects an increase in the rest of the year.

The new guidance, the corrected earnings before the interest, and the tax between $ 6.5 billion and $ 7.5 billion is lower than the pre -tariff interval given between $ 7 billion and $ 8.5 billion in February. Corrected free cash flow is estimated to be $ 3.5 billion to $ 4.5 billion in accordance with the previous guidance. In addition, it is waiting for a capital expenditure of approximately 9 billion dollars against $ 8 billion to $ 9 billion.

“We make about 80% of our vehicles [in the U.S.]But we still import parts from all over the world and the opportunity to work with this management. And they are very determined to support companies that are connected to the US production base like Ford.

Trump’s 25% tariffs in imported vehicles and many parts of the car are in force. The Trump administration has automatically announced some relevant agreements, including the repayment of car manufacturers and the “stacking” of tariffs for the sector for some US parts, and car manufacturers are still struggling with tariff -based impact on the bottom line, while making changes, including reducing the “resignation” of automatic manufacturers.

Farley said that these changes were useful in this spring, but more action was needed.

Ford’s estimated tariff effect is less than Crosstown’s rival General Motors predicted, because Ford has a larger US footprint and imports less than GM. Last week, the GM reiterated that it expects tariff effects of $ 4 billion to $ 5 billion in 2025. Only in the second quarter, GM said he saw a hit of $ 1.1 billion.

The company performed such in the second quarter compared to the average estimates compiled by LSEG:

• Earning per share: 37 cents set. It was not immediately clear whether this was compared to 33 cents expected.
• Automotive income: 46.94 billion dollars and 43.21 billion dollars expected

For the second quarter, Ford reported a total income, including finance business, an increase of 5% from $ 47.81 billion in the second quarter of 2024. The automotive revenue in the Year-Earkier neighborhood was $ 44.81 billion.

Corrected gains before interest and taxes reached $ 2.14 billion compared to $ 2.76 billion compared to the previous year. This total contains effects on negative tariffs of $ 800 million. According to Streetaccount, Wall Street analysts waited $ 1.89 billion.

The automobile manufacturer reported a net $ 36 million loss regarding a “Special Fees” from a field service action and the cancellation of a previously announced electric vehicle program. The net income for the same period last year was $ 1.83 billion.

This month, the car manufacturer recalled more than 694,000 Crossover SUVs and said Ford would cost the company for about $ 570 million at that time and will be reflected to the second quarter results.

House, in his call to journalists, the wage of 570 million dollars was included in “special accusations” that affected the net loss.

“We are not satisfied with the current recall level or the number of vehicles affected. We are working to reduce the cost of these recalls,” COO gaming Galhotra said. He said.

Ford’s traditional “Blue” operations revenue less than $ 1.17 billion in the same period in 2024 and a decrease of $ 661 million. In the call of the media, House called the “Professional” company’s “growth engine” of the company. This segment saw an increase of 11%income.

Ford’s “Model E” electric vehicle business, 2024 with a loss of $ 1.15 billion in the second quarter lost $ 1.33 billion.

Ford saw strong sales for the second quarter of 2025, a total of 612,095 vehicles or a 14.2% increase a year ago. Electric vehicle sales increased by 6.6% from 2024 in a quarter to 82,886. While pure houses decreased by 31.4%, hybrids increased by 23.5%.

During a call with analysts, Ford executives said the company adapted the home strategy among the changing policies under the Trump administration. Trump’s new tax and expenditure law, after September 30, will end tax loans for new and used homes, and EPA will try to repel greenhouse gas emission standards in some vehicles this week.

“Now we are not synchronized with our opponents that are completely loaded with all their homes and they will have to commit them.” He said.

Ford shares have increased by about 9% since the closing of Wednesday.