Ford's Quarterly Earnings Worst Since 2021

[Jim Lewis]

So much for Farley's earlier statements in 2025 that new U.S. tariffs would not have a significant business impact: https://www.cnbc.com/2026/02/10/ford-motor-f-earnings-q4-2025.html

The earnings miss was largely due to unexpected tariff costs of roughly $900 million related to credits for auto parts not taking effect as early as expected, the company said. Ford, as of Dec. 15, had confirmed $7.7 billion in earnings before interest and taxes for the fourth quarter, but the additional costs dropped that to $6.8 billion.

Ford CFO Sherry House said the lower-than-expected earnings were also related to additional impacts from fires at a Novelis aluminum supplier plant last year in New York, which now isn’t expected to be fully operational until the middle of this year. The plant supplies Ford’s lucrative F-Series pickup trucks.

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[RickLightning]

So the aluminum plant is like 6 months behind schedule coming back online.

https://www.repairerdrivennews.com/...give-update-after-third-aluminium-plant-fire/

https://www.syracuse.com/business/2...pment-at-aluminum-plant-in-oswego-county.html