Ford's Earnings Report Sees Biggest Miss in Four Years: Tariff Costs Weigh, but Optimism for 2026 Recovery

Gelonghui, February 11｜Profit Misses Expectations: Ford Motor has reported its first quarterly profit miss since 2024, marking the largest shortfall in four years. Tariff Shadow: The earnings miss was mainly due to an unexpected tariff cost of approximately $900 million in 2025, related to auto parts tax credits that failed to take effect as scheduled. Recovery Guidance: Despite underperforming last year, Ford expects 2026 to be a year of recovery, projecting adjusted EBIT to reach $8-10 billion, up from $6.8 billion last year. Heavy Losses: The sudden change in tariff provisions caused Ford to lose the $900 million in savings originally expected last year, doubling its total annual tariff costs to $2 billion.