Ford’s Fiscal Free‑Fall: 2Q 2025 Import Duties Slam Dunk
When a president decides to slap import duties on cars, you’d think they’d at least offer a souvenir. Instead, Ford felt the full brunt—£604 million in the second quarter alone.
Big Picture: A Whopping £2.2 Billion Impact
- Annual tariff wobble: The new duties have pushed Ford’s yearly cost to a staggering £2.2 billion.
- Stock slump: Shares dipped 3% after the announcement, even though the company still met Wall Street’s profit expectations.
- Profit guidance on a rollercoaster: Adjusted earnings for the full year are now pegged between £4.9 billion and £5.6 billion.
Analyst Take‑away
CFRA Research’s Garrett Nelson had the right words: “The substantial revenue outperformance demonstrates Ford’s pricing power, but margin compression suggests underlying cost pressures remain problematic.”
Bottom Line
Ford’s latest import duty nail‑down is a reminder that even the biggest automotive players can feel the pinch when tariffs hit the road. It’s pricey, but the brand’s resilience—and a dash of humor—keeps the wheels turning.
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