Ford Faces Profit Squeeze Amid EV Shift and Trade Uncertainty

Revenue is projected to slide to $49.08 billion from $50.53 billion, with adjusted earnings expected at 41 cents a share. While the Dearborn-based company reported a 6.6% decline in total quarterly sales—partly due to phasing out Escape and Lincoln Corsair models—management maintains that performance remains resilient within its F-Series truck and large SUV lineups. Investors remain wary of the company’s pivot away from electric vehicles, which involves approximately $19.5 billion in restructuring charges. Market sentiment remains fragile; while shares climbed 1.3% recently to $11.73, they are down 11% year-to-date.

Beyond internal restructuring, Ford faces external pressure from shifting trade policies. Potential aluminum tariffs involving Canada and stalled U.S.-Mexico trade negotiations threaten to escalate production costs. Analysts at RBC Capital Markets suggest that a bilateral agreement before year-end could provide necessary upside, though the company currently operates under the shadow of General Motors’ recent earnings growth and more consistent execution.