Ford’s Big Tax Shock: £604 Million Loss in Q2 2025
When the U.S. president slapped new import duties on imported cars, Ford’s pockets took a serious hit. In the second quarter of 2025, the company found itself out‐spent by a whopping £604 million.
What This Means for the Big Three
- Annual tariff bill climbs: The total impact for the year now sits at a staggering £2.2 billion.
- Stock dip: Despite beating Wall Street’s earnings expectations, Ford’s shares slipped 3% after the news.
- Profit forecast cut back: Full year guidance nudged down to a range of £4.9 billion–£5.6 billion.
Why the Numbers Look a Bit weird
CFRA Research analyst Garrett Nelson summed it up nicely: “Ford’s revenue shook out better than expected, showing strong pricing power, but the tightening margins hint that costs are still a major pain point.”
Bottom Line
Ford’s wall‑of‑tidy ledger shows that the extra tariffs are more than a nuisance—they’re a full‑blown cost crisis that’ll keep executives and investors on their toes for the rest of the year.
