Trump’s tariffs risks Ford losing over £2 billion

Import duties imposed by the US President cost automotive giant Ford £604 million in the second quarter of 2025.

As a result, the automotive giant will increase their annual tariff impact to £2.2 billion, following the announcement shares fell 3% even though Ford surpassed Wall Street’s predictions.

Adjusted earnings for the full year guidance has been revised down to between £4.9 billion and £5.6 billion.

CFRA Research analyst Garrett Nelson said, “The substantial revenue outperformance demonstrates Ford’s pricing power, but margin compression suggests underlying cost pressures remain problematic.”