Ford Motor Company (NYSE:F) has increased prices on three of its Mexico-produced vehicles, becoming the first major automaker to officially adjust sticker prices following new tariffs implemented by President Trump's administration. The price hikes, effective for vehicles built after May 2, will affect the Mustang Mach-E, Maverick, and Bronco Sport models, raising costs by as much as $2,000 depending on the trim and configuration, a company spokesperson told Reuters.
Ford's Q1 2025 earnings beat estimates, but suspending guidance due to tariff uncertainties and supply chain disruptions spooked investors. Unfortunately, there is more bad news for F shareholders once we go into further detail of the earnings release. In spite of the muted share price response following the report, investors should not assume smooth sailing through the rest of 2025.
Ford Motor NYSE: F reported earnings after the market closed on May 5. The automaker's report was better than expected, and the stock jumped nearly 3% the day after the report.
F expects a $2.5 billion hit from President Trump's tariffs but aims to offset $1 billion through strategic measures.
Ford's Q1 2025 earnings reveal mixed results: revenue beat estimates, but wholesale units and EBIT margins declined significantly across key segments, raising concerns. Import tariffs are expected to impact Ford's FY2025 EBIT by $2.5B gross, with net impact reduced to $1.5B through recovery measures. Despite extensive US manufacturing, Ford suspended FY guidance due to policy uncertainties, signaling market unease and potential stock price drops.
Ford's Q1 2025 results exceeded analysts' expectations, but shares fell 2.5% due to management's cautious outlook and trade war impacts. Revenue declined 5% year-over-year, driven by drops in Ford Blue and Ford Pro segments, despite a strong performance from Model e and Ford Credit. Management withdrew 2025 guidance due to uncertainty, citing a $1.5 billion net tariff impact, making short-term investment risky but long-term prospects potentially attractive.
Ford reports higher-than-expected earnings for the first quarter and amid tariff woes, it expects an adverse adjusted EBIT impact of about $1.5 billion this year.
Ford Motor Company (NYSE:F) shares were indicated to open 2.5% lower Tuesday after the car giant scrapped its full-year guidance, citing growing uncertainty over President Trump's proposed auto tariffs. The move follows similar warnings from GM and Chrysler owner Stellantis, both of which flagged heavy hits to 2025 earnings from the new trade policy.
Ford suspended 2025 guidance due to supply chain and future tariff risks. The COO of Ford said his team "is in the trenches" trying to minimize the impact of tariffs.
Ford Motor Company (NYSE:F) estimated at $1.5 billion impact from tariffs in 2025 and pulled its financial guidance due to the associated uncertainty. The automaker said its underlying business is "strong" and trading remains within the previous guidance for adjusted EBIT in a range of $7 billion to $8.5 billion, excluding tariff-related impact.
While the top- and bottom-line numbers for Ford Motor (F) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Ford Motor Company (NYSE:F ) Q1 2025 Earnings Conference Call May 5, 2025 5:00 PM ET Company Participants Lynn Antipas Tyson - Chief IRO Jim Farley - President and CEO Kumar Galhotra - COO Sherry House - CFO Andrew Frick - President, Ford Blue and Model e and Interim Head of Ford Pro Conference Call Participants Emmanuel Rosner - Wolfe Research Dan Levy - Barclays Adam Jonas - Morgan Stanley Joseph Spak - UBS John Murphy - Bank of America Mark Delaney - Goldman Sachs Ryan Brinkman - JPMorgan James Picariello - BNP Paribas Colin Langan - Wells Fargo Itay Michaeli - TD Cowen Operator Good day, everyone. My name is Layla, and I will be your conference operator today.