Ford Motor Co. is projected to incur an additional loss approximating $900 million because of adjustments to the tariff policies enacted by the administration of U.S. President Donald Trump. This information originates from a Bloomberg report, which cites a statement made by the company’s Chief Financial Officer, Sheryl Heuss.
Under the revised guidelines, which Ford received on December 23, 2025, the firm was permitted to benefit from preferential tariff terms for imported auto components only starting in November, rather than the originally anticipated May start date. This regulatory shift caused the automotive giant’s total customs expenditures for 2025 to reach $2 billion, doubling the preliminary forecasts. A comparable level of tariff-related spending is anticipated to persist throughout the present year.
Notwithstanding this amplified fiscal burden, Ford maintains optimism, expecting that escalating consumer appetite for their high-margin trucks and SUVs will enable the company to secure operating income up to $10 billion as early as 2026.
In a separate development last December, Ford disclosed a significant overhaul of its electric vehicle division, a move that necessitated a writedown totaling $19.5 billion. Despite this, the losses reported by the EV segment for the year narrowed to $4.8 billion, an improvement from the $5.1 billion recorded the previous year.
Tariffs and Inflation: Did Trump Succeed in Making America More Affordable Within a Year?
In March 2025, Trump implemented 25% duties on both imported vehicles and auto parts. This measure targeted all vehicles not manufactured within the United States. Presidential administration officials had indicated that the anticipated revenue generated from these tariffs was supposed to approach $100 billion annually. Following this announcement, the stock valuations of both General Motors Co. and Ford Motor Co. experienced a decline exceeding 5%.
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