Ford Motor is set to report its second-quarter earnings after suspending full-year guidance due to President Trump’s auto tariffs. Ford predicted a $2.5 billion impact from tariffs this year, offsetting $1 billion. GM predicts $4-5 billion in tariff impacts in 2025, with a $1.1 billion hit in Q2. Wall Street expects 33 cents adjusted earnings per share and $43.21 billion in automotive revenue. Ford saw a 14.2% increase in sales for Q2, totaling 612,095 vehicles, with strong electrified vehicle sales. Investors await updates on Ford’s EV plans and quality issues, including recent recalls. Ford stock is up about 12% year to date.

Read more at CNBC: Ford Motor (F) earnings Q2 2025