Can Ford's US Muscle Shield It From the Tariff Crossfire?

Key Takeaways Ford forecasts a $1.5B adjusted EBIT hit in 2025 due to shifting tariff dynamics and suspends guidance. F logged $1B adjusted EBIT in Q1 and suspended guidance amid uncertainties in the industry. Ford gains edge with high U.S. output, 80% USMCA-compliant parts and tariff-avoidance shipping tactics.Ford Motor Company (F) is anticipating pressure built from tariffs in the upcoming periods. The industry-wide supply chain is yet to wholly grasp the impact of tariffs on production, changes in the ...