Ford Motor Co

F: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Ford Earnings: Tariff Headwinds Mask Good Progress on Operating Cost Reductions

David Whiston

Jul 31, 2025

Ford's second-quarter adjusted diluted EPS of $0.37 fell 21.3% year over year on about $800 million of net tariff costs but beat the $0.33 LSEG consensus. Management resumed 2025 guidance after suspending it on May 5, and net tariff costs are now guided at about $2 billion, from $1.5 billion.

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Ford Motor Co

Ford Earnings: Tariff Headwinds Mask Good Progress on Operating Cost Reductions

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