Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we have a robust ongoing effort with supplies that we've communicated multiple times in the past... We're also focused on our shared service platforms and the strength that they give us and the ability to expand their influence across the company is helpful as we continue to move forward.
We now project this net impact will be at the low end of our $100 million to $200 million range.
I'd like to thank President Trump and his team for the recent tariff policy developments, which are favorable to Ford as the most American auto manufacturer.
We now expect the unmitigated tariff impact on fiscal year 2026 to be approximately $150 million.
Uncertainty around tariffs and elevated borrowing rates continue to weigh on consumer sentiment and limit discretionary demand.
we are seeing enough rationalization in both biodiesel and renewable diesel where fat prices are finally starting to soften.
Recent U.S. tariffs of 50% on Indian imports... introduced uncertainty and have dampened commercial lending, particularly to small and medium-sized businesses in export-oriented sectors.
These benefits more than offset the anticipated pressure from tariff costs and higher transportation costs.
we're navigating the complexity of ongoing trade and tariff uncertainty, persistently abundant highway truck capacity and outside factors, including competitor responses to our merger announcement
Tariffs affected product costs by $5 million in the quarter, resulting in a 100 basis point decline in the gross margin rate.