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Posted by
Two Blokes Jul 12 -
Filed in
Stock
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F has highlighted up to -$1.5B in adj. EBIT impact arising from tariffs, with similar commentaries offered by its automaker peers in varying degrees. This is worsened by the halted EV tax credits and the dismantled provision for electric utility vans, with these likely to trigger its impacted Model-e and Ford Pro performance. With the prior FY2025 guidance suspended and the trade war still developing, we believe that H2'25 may bring forth more volatility as the 90-day tariff pause ends.
