What are these trade deals that the Trump administration is doing going to do for Ford's EV competitiveness globally. And what if anything needs to happen in these uh negotiations the administration's in with China. >> Well, yes.I I think first of all, you know, the EU and the Japan trade agreement are pretty material for our for our industry. For a company like Ford who makes most of its products in the US, you know, that's a $5 $6,000 benefit. Um and so what we're working with the administration is the la ...

Ford to reveal more about its new low-cost electric vehicles on August 11 | TechCrunch https://t.co/L3tHdMpq1o ...

Core Insights - Ford is preparing to unveil details about its low-cost electric vehicles, with CEO Jim Farley describing the announcement as a "Model T moment" for the company [1] - The electric vehicle division of Ford reported a loss of approximately $1.3 billion in Q2 2025, with declining sales for its top EV models, the F-150 Lightning and Mustang Mach-E [2] - Ford's initiative for a low-cost electric vehicle is being led by former Tesla executive Alan Clarke, with a team composed of talent from various leading companies in the EV sector [3] Product Development - The first vehicle on the new low-cost platform is a mid-size pickup truck expected to launch in 2027, with plans for multiple vehicle styles aimed at both retail and commercial customers [4] - Ford has indicated that these vehicles will offer "personalized digital experiences," although specific details remain undisclosed [4] Market Context - Currently, there are virtually no mass-market electric vehicles available in the U.S. priced at or below $30,000, but this is expected to change with the introduction of Ford's low-cost EVs in the coming years [5] - Competitors like Tesla and General Motors are also planning to release more affordable electric models, with Tesla set to launch a stripped-down Model Y SUV and GM reintroducing the Chevy Bolt [5]

Core Insights - Ford's CEO, Jim Farley, stated that the Trump administration's tariff policy will impose a $2 billion cost on the automaker, which is an increase from the previously projected $1.5 billion [1][10] - Farley anticipates a shift in the automotive industry towards a regional business model due to tariffs, the rise of electric vehicles, and new carbon regulations [2] - The reduction of tariffs on Japan from 25% to 15% will provide Japanese automakers with a significant cost advantage over Ford [3] Group 1: Tariff Impact - The total tariff burden on Ford is now estimated at $2 billion, which is a net figure [1] - The company is facing competitive pricing challenges, with examples showing that a Kentucky-built Ford Escape could be $5,000 more expensive than a Japanese-made Toyota Rav4, and a Michigan-made Ford Bronco could be undercut by $10,000 by a Toyota 4Runner [8] - Farley indicated that the current tariff situation is a "windfall for South Korean and Japanese companies" [10] Group 2: Strategic Shifts - Farley expressed that automakers will likely adopt a regional approach, with Europe, North America, and Asia operating as distinct markets [2] - The company is working with the Trump administration to reduce tariff expenses to enhance competitiveness [9] - Ford's strategy is not to compete in commodity segments, focusing instead on other areas [9] Group 3: Market Reaction - Following the announcement, Ford's shares fell by nearly 1.6% in after-hours trading, although they are up 9.8% year to date [11]

Ford says Trump tariffs to cost it about $2bn this year https://t.co/A5vIW9F4vu ...

美国老牌车企福特汽车周三警告称，美国对进口汽车以及钢铝征收的关税对今年业绩造成的拖累，可能 会超过此前预期。 受此影响，福特股价在美股周三盘后交易中一度下跌约3%。 关税影响料加大 福特在周三发布的财报中表示，其第二季度业绩因关税受到8亿美元冲击。 就全年而言，福特将关税对总收入的预期影响上限上调了5亿美元，至30亿美元。该车企还预计，通过 采取应对措施将抵消其中10亿美元的总关税成本，今年"与关税相关的净不利影响约为20亿美元"。 福特首席执行官Jim Farley表示，公司每天都与白宫保持联系，最终目标是降低关税成本，尤其是零部 件关税。"我们认为，这存在很大的利好空间，具体取决于与（政府）的谈判进展如何。" Farley说道。 福特首席财务官Sherry House表示，福特之所以上调关税影响预期，是因为美国对墨西哥和加拿大征收 关税的持续时间比预期更长。她还提到了对钢铝征收的高额关税。 由于福特强大的国内制造基础，该车企受到的关税影响轻于其一些美国竞争对手。 通用汽车近日发布的财报显示，美国政府关税政策导致其第二季度损失11亿美元，净利润同比暴跌 35.4%至19亿美元。通用还预计，今年关税对其业绩的 ...

这是最新的一例，凸显出汽车制造商正受到特朗普政策的反复影响。美国对进口汽车、汽车零部件、钢 铁和铝材，以及来自美国主要贸易伙伴的商品征收的关税，大幅提高了福特及其竞争对手的成本。尽管 福特在美国生产的汽车数量超过其他任何汽车制造商，但该公司仍面临着高额且不断增长的关税成本。 不过，与此同时，特朗普政府放松严格的尾气排放标准的举措对福特及其底特律的竞争对手而言可能是 一个重大利好，这将使它们能够销售利润丰厚的高油耗型SUV和皮卡。福特首席执行官Jim Farley表 示，这些政策调整预示着全球汽车行业的长期转变。 Farley周三在福特财报电话会议上表示："我们越来越发现，欧洲、北美和亚洲正逐渐成为各自独立的区 域性市场。我认为这是一次相当重大的变革。" Farley表示，特朗普政府与日本达成的降低关税(从25%降至15%)的贸易协议，使像丰田汽车(TM.US)这 样的竞争对手在与福特的竞争中获得了巨大的成本优势，而这一优势若考虑到日本较低的劳动力成本和 货币成本因素则更为明显。他说，福特在肯塔基州生产的Escape跨界车与丰田的Rav4相比，成本上存在 约5000美元的劣势，而日本制造的4Runner SUV ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☑ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2025 or ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from __________ to __________ Commission file number 1-3950 Ford Motor Company (Exact name of Registrant as specified in its charter) One American Road Dearborn, Michigan 48126 ...

Market Overview - The Federal Open Market Committee (FOMC) decided to keep interest rates steady at +4.25-4.50% during its five meetings in 2025, acknowledging moderated growth but stable unemployment and labor market conditions [2][4] - Fed Chair Powell indicated that tariffs are beginning to impact inflation metrics, with the latest CPI Inflation Rate rising to +2.7% [5][4] - Market indexes experienced declines following Powell's statements, although the Nasdaq managed a slight gain of +0.15% by the close [1][6] Company Earnings Reports - Microsoft reported fiscal Q4 earnings of $3.65 per share, exceeding expectations by $0.30, with revenues of $76.4 billion, up +18% year over year, driven by a +39% increase in its Azure cloud business [6] - Meta Platforms significantly surpassed earnings projections with $7.14 per share against an anticipated $5.83, and revenues of $47.52 billion, up from $44.84 billion, with a +6% increase in Daily Active People to 3.48 billion [7] - Ford Motor Co. reported Q2 earnings per share of $0.37, exceeding estimates, with revenues over $50 billion, but shares fell due to $800 million in costs attributed to direct tariff exposure [9] - Qualcomm's fiscal Q3 earnings were $2.77 per share, beating expectations by $0.07, but revenues of $10.37 billion slightly missed the forecast, leading to a -4.6% drop in shares [10]

Core Viewpoint - Ford Motor has indicated that US tariffs on imported vehicles and materials will have a greater financial impact than previously anticipated, leading to a decline in its stock price by approximately 3% in after-market trading [1] Financial Impact - The second-quarter results were negatively affected by $800 million due to tariffs, which is less severe compared to some competitors due to Ford's strong domestic manufacturing base [2][8] - Ford has increased its full-year projection for tariff-related revenue losses by $500 million, now estimating a total impact of $3 billion [2][4] - The company expects adjusted earnings before interest and taxes for the full year to be between $6.5 billion and $7.5 billion, a decrease from the previous estimate of $7.0 billion to $8.5 billion [5] Quarterly Performance - For the latest quarter, Ford reported a 21% decrease in earnings per share to 37 cents, surpassing analysts' expectations of 33 cents, but recorded a net loss of $36 million primarily due to special charges [6] - Revenue for the quarter was $50.2 billion, reflecting a 5% increase year-over-year, aided by aggressive discounting strategies [7][15] Market Position and Strategy - Ford has gained market share through discounting programs, including a "zero, zero, zero" campaign offering no down payment, zero percent interest for 48 months, and no payments for the first 90 days [7] - The company has a domestic production rate of around 80% for vehicles sold in the US, which is about 25% higher than its Detroit rivals, providing some resilience against tariffs [12] Challenges - Ford faces significant challenges in its electric vehicle (EV) investments, projecting a loss of up to $5.5 billion in its EV and software business by 2025, with a $1.3 billion operating loss reported for the latest quarter [13] - Quality issues and a high volume of recalls remain critical challenges for the company, which have been prioritized for resolution by management since 2020 [14]