Ford's Q2 Beat Overshadowed by Tariff Pain: What's Your Move Now?

Key Takeaways Ford posted Q2 revenues of $46.9B and EPS of $0.37, beating expectations on both fronts.Tariff costs totaled $800M in Q2, prompting a full-year increase in the expected net impact from $1.5B to $2B.Ford expects 2025 EBIT of $6.5B-$7.5B, down from its initial estimate of $7B-$8.5B due to tariff pressure.U.S. legacy automaker Ford (F) posted better-than-expected results for the second quarter of 2025. Automotive revenues rose nearly 5% to $46.9 billion, beating the Zacks Consensus Estimate of $4 ...