Ford lifts 2026 profit outlook following tariff refund

The automaker raised its annual profit forecast to $10.5 billion following a large tariff refund. Higher aluminum costs continue to impact truck production.

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FORD MOTOR CO raised its 2026 EBIT guidance by $500 million to a range of $8.5 billion to $10.5 billion. The United States automaker benefited from a $1.3 billion tariff refund following a February Supreme Court ruling. Investors are weighing the cash windfall against supply chain disruptions that cut F-150 production 12% in the first quarter.

Tariff Refunds Offset Material Costs

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