Ford Sees Profit Rebounding After $900 Million Tariff Surprise

Ford Motor Co. expects profit to jump in 2026 even after a surprise $900 million tariff bill at the end of last year dented the carmaker’s earnings.

The Trump administration informed Ford on Dec. 23 that the company could only apply a measure to trim tariffs paidon imported auto parts dating back to November, rather than May, Chief Financial Officer Sherry House told reporters alongside the company’s fourth-quarter earnings report.

The change effectively doubled Ford’s tariff toll to $2 billion in 2025, she said, a level the company expects to face again this year.

The updated tariff outlook highlights ...