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.
Ford (F) reported first-quarter earnings that topped analysts' expectations, but suspended its full-year forecast amid worries about an uncertain auto tariff environment.
Ford Motor also reported a sharp drop in profits in the first three months of the year.
Net income fell sharply to $471 million from $1.3 billion a year earlier.
‘Substantial' risks lead Ford to pull outlook for the year amid a $1.5 billion hit from tariffs.
Ford Motor is set to report first-quarter results after markets close Monday. Wall Street analysts expect Ford to report adjusted earnings per share of 2 cents and automotive revenue of $36.21 billion.
It's been a tough start to 2025 for most automakers. Much of that tough start, with many automakers trailing the broader market, was due to tariff uncertainty.
Automakers are navigating a complex landscape, with tariffs, shifting consumer demand, and technological transitions shaping the fortunes of major players like Ford (NYSE:F).