The spin from Ford after pulling guidance is amazing. 
Ford Pulls 2025 Guidance, Expects $1.5B Tariff Hit this Year
Please note Ford Pulls 2025 Guidance, Expects $1.5B Tariff Hit this Year
Ford Details
- Ford said it expects a $2.5 billion impact this year due to the tariffs enacted by President Trump—offsetting $1 billion of those costs through remediation actions as well as volume and pricing expectations for a total impact of $1.5 billion.
- The Detroit automaker noted “near-term risks, especially the potential for industrywide supply chain disruption impacting production” and the potential for future or increased tariffs in the U.S. as core reasons for suspending its guidance.
- Ford expects the tariff impact—which it said is split between imported vehicles and automotive parts—to lower its U.S. industry sales by 15.5 million units, a drop of 500,000 units prior to the measures.
The Spin
- Ford’s decision to pull its 2025 guidance—just days after publicly downplaying the impact of tariffs—signals a shift from confidence to caution that every dealer and supplier should take seriously.
- “Our results in the first quarter show that the Ford+ [turnaround] plan is working. We are transforming this company into a higher growth, higher margin, more capital efficient, and more durable business,” said Sherry House, CFO at Ford.
Sherry House Missed Her Calling
“We are transforming this company into a higher growth, higher margin, more capital efficient, and more durable business.”
One has to admire the call for higher margins while reporting an expected decline in revenue of $1.5 billion after “remediation actions as well as volume and pricing expectations.”
House missed her calling as Economic spokeswoman for the Administration.
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It only took one day for complaints to roll in. Also, Ford is hiking prices.
Ford announced price hikes due to tariffs after saying it wouldn’t.
The automakers are not exactly “thrilled” by Tariffs as Trump proclaimed.
Heck, the Big 3 are not even happy with the deal Trump made with the UK, as pathetic as it was.
Ford makes trash. The stats, recalls and poor resale value speak for themselves.
I’ve owned lots of great Fords and own 17 vehicles. Right now I have a 2016 Ford Explorer in my farm fleet with just over 106,000 miles and it has been absolutely reliable (it gets flogged by employees). Heck, this year it started right up in the dead of winter on a -5 degree day after sitting for three months – outside.
Way more reliable than the Ferrari!
The GMC diesel Sierra Denali HD has only 30k on it and it eats its batteries in only three weeks when sitting. Tows dam near anything though as it is a pulling monster!
All in all, the Porsche Cayenne Turbo S’s are the best of the bunch for comfort, reliability, drivability and bang for the buck.
Either way, most Ford owners I know are quite happy with their vehicles.
Why all the dissing of Ford?
My 92 year old mom had a Ford Fusion Hybrid and put something like 5 tanks of gas in it in five years! Absolutely best car she ever owned – according to her.
Another friend has a Ford electric pickup and drives it up the canyon everyday to Alta and or Snowbird ski areas. He is a retired Google exec and loves the thing. Says it is a rocket ship on wheels!
My guess is because Ford made some EV’s none of you complainers have driven one, your judgement is more political than rational.
I, for one, can not wait for solid state battery technology! That will end my just for hydrocarbon burners (except for thumping V8 nostalgia rides)…
trust the plan. centrally planned economy by chairman mao tse trump. what could go wrong. we’ll be all melting pig iron in back yard furnaces by 2027
Great incentive to build non-electronic simple cars which are priced for the young people. Maybe a small pickup like in the seventies. The key is affordable.
Ford has no one to blame but themselves. They inserted themselves into the EV doom loop by cow towing to the whims of the elite ruling class. Their own rank and file told them that EV’s were just a pipe dream. But Ford only listened to the Biden administration and the environmental whackos.
Now it’s gotten to the point where they are afraid of competition from the UK of all places. If you can’t beat the Brits you might as well give up.
Exceptional greed on their part caused them to totally eliminate Henry Ford’s model of centrally located mass production of affordable vehicles and adopt a ridiculous model of extreme logistics where the same part travels across the Detroit River to Canada and back several times before being fully assembled in order to insert into a severely overpriced monster SUV.
Screw Ford.
I do get a chuckle out of the naming of their SUV’s!
Lighten up kiddies!
Go drive a McLaren! That will put the fear of the Brits in yer britches!
Leading the Constructors Championship in Formula 1 with Norris and Piastri one and two in the Drivers Championship points after six races.
If tomorrow talks between the US and Iran stall B2 “events” might send oil exponentially higher. Ford and GM biggest risk is $250/$200 oil, not tariffs.The cost of proliferation might be higher. Can JP stop a high inflation: no !
Apparently, you dismiss the events of 72-73.
I didn’t dismiss Yom Kippur war in Oct 1973. JP is smarter than Dr Danielle DiMartino Booth who wants to cut rates as other CB did.
What happened to a chicken in every pot (and a car in every garage)?
You take a 96 month loan on one, and… a 96 month loan on the other, too. Shoot.
Maybe the overpriced, unreliable junk in Ford’s lineup is the reason fewer people are buying from them.
No! Its all muh Trump’s fault! EVERY American wants an SUV that costs $10,000 more than a same-sized Sedan and parks longer inside a dealer repair bay than at home. C’mon Man!
no, it’s the tariffs. Ford didn’t become overpriced and unreliable just now, right so this dropoff is not due to something tht existed last year.
and tariffs ensure Fords and other cars will become mpre overpriced and more junky, as parts become scarcer.
The fact is that every year now fewer and fewer people in the US can afford a new car. Tariffs are just the “icing on the cake.”
By the amount of people late or in default i’d say you’re right that 1k payments mixed with 3k rents, inflation and tariffs aren’t going to work well. I’m thinking this place is going to fly apart soon. We’re prob the reason for the h.corpus suspension. Off to alcatraz you 10k a month proptery tax protestor! What a disgrace.
Instead of buying 30 dolls just buy two= instead of buying a new car just get a bicycle, people need to lose weight anyway.
This is more and more reminiscent of Mao’s Great Leap Forward. What started as “Day One:” has mutated into The Long March. To where, I’m not sure, but it seems to be about one guy’s 1980’s vintage fantasies. Like, “250 pencils”? But don’t worry, we needed a Great Wall, and never really needed that “soft power.” Not for a bunch of self-styled Hard Guys.
personally I do fine with 180 pencils.
That would help with the bicycle industry’s woes. I like bikes but it’s hard carrying my sofa on one.
Can’t afford a sofa either.
I guarantee they can in India.
Winning.
And Tesla can’t sell almost $1 billion of nazi-mobile trucks.
https://www.arenaev.com/tesla_cybertruck_inventory_goes_through_the_roof-news-4680.php
Recession anyone?
Winning! /s
Butt ugly trucks!
But a great return to the metal pressing technologies of the 1910’s.
They litetally look like something i’d make in my barn.
The greenest car is the one already made.
Globalization did not hollow out the American middle classThe protectionist narrative is more myth than fact.https://www.noahpinion.blog/p/globalization-did-not-hollow-outhttps://www.noahpinion.blog/p/globalization-did-not-hollow-out
Seems like we had a few big problems a year ago, centered on immigration control, inflation, and the national debt. Now we have a cluster of problems, very much at middle class pain points.
Very insightful article, thank you.
Most of Ford Engineering was transferred to Ford China for cost savings. Many subsuppliers were forced to move to China in order for Ford to sell cars in China.
Ford has pulled out of the Chinese market since no one in China wants to buy a Ford.
At one point Ford had a large share of the Chinese market. Now the Chinese OEMs build at a lower cost with similar quality to Ford.
Ford quality has improved for sure. We owned a C-Max which was nice car, and plenty of power but the cargo room was awful due to the REAR HUMP covering the hybrid battery.
Ford has lost it’s market share by it’s own demise. I was car shopping and the Ford parking lot is full of overpriced poorly designed autos including the flagship F150. I ended up with a red and black corvette. Ford needs new Designers. CEO and managment before the money pit bottom falls out.
The new Corvettes are “too bat-mobile” for me. It is a matter of taste. Now, the newer Lamborghini’s – – WHOA! My last super car was a Ferrari in the 1990’s. It proved to be too much expense to have it worked on.
I then turned to Infinity Products for ten years. GREAT service.
vettes for anyone over 30 scream small dick / middle age crisis.
I’ll admit to the second half of that, anyway. Man I drooled when I saw that toothpaste green 1991 Corvette at the dealer lot for $9K. But then I recalled, “nothing more expensive than a cheap Corvette.”
Sadly Infinity (Nissan) looks like they are in really big trouble. They might not be around in another 10 years.
That’s what you get for manufacturing cars abroad. Deal with it. You car manufacturers asked for it and now you got it. We love our 2025 RAV 4 GM and Ford can go into the dust bin of history. Henry is rolling over in his grave.
Our neighbor just dumped her RAV 4 for the other Car, the BZ4X or whatever it is. She gets 250 miles but the charge cycle is something like 52 hours with the slow charger.
Takes hours just to charge a lawn mower battery. Can’t imagine the time and expense required to charge a car battery.
How uninformed can you possibly be not to know by now… I plug my car in once or twice a week when I get home from work, and it’s fully charged at some point overnight. It’s mindless and simple and I never have to stop at a gas station ever again. Nor get an oil change, or even a brake change. And with a level 3 charger I can top up in 30 minutes… Haven’t even bothered doing that though because of the convenience of simply charging at home.
rav and element best autos i’ve driven. though the 57 rocker silver cloud was awesome too.
Who uses a slow charger, it’s like $1k to install a level 2 charger and in progressive blue states the utility will most likely cover the cost of it. I know because that’s what I did. $500 for the hardware, $700 to the electrician, and a $1k rebate from my utility. Then I got a federal tax break for the charger on top of the $4000 rebate at the car dealer! And driving an EV is wonderful compared to old noisy, dirty, high maintenance ICE tech. Never going back to gas! Outdated and inferior once you experience electric.