Ford Motor(US:F) Feng Huang Wang·2025-07-31 02:49Group 1 - Ford warned that the impact of tariffs on imported cars and steel/aluminum could exceed previous expectations, leading to a stock price drop of about 3% in after-hours trading [1] - The company reported an $800 million impact from tariffs on its Q2 performance and raised the annual revenue impact estimate by $500 million to $3 billion, expecting a net adverse impact of about $2 billion after mitigation efforts [2][3] - Ford's CEO Jim Farley stated that the company is in daily contact with the White House to negotiate lower tariff costs, particularly on parts, indicating potential for favorable outcomes depending on negotiations [2] Group 2 - Ford's Q2 revenue increased by 5% to $50.2 billion, driven by aggressive discounting and promotional activities, although earnings per share fell by 21% to $0.37, with a net loss of $36 million attributed to special charges and recall costs [5][6] - The company resumed its annual performance guidance after previously suspending it to assess the impact of tariffs [5] - Compared to competitors, Ford's domestic manufacturing base mitigated tariff impacts, with only 20% of its vehicles sold in the U.S. being imported, compared to 45% for General Motors [4][3]