Ford reported better-than-expected Q1 earnings but suspended its full-year guidance due to anticipated $1.5 billion adverse impacts from auto tariffs. The company noted that while its business remains strong, the uncertainty surrounding tariff policies and potential supply chain disruptions necessitated this cautious approach. Ford's adjusted EBIT for 2025 is now projected to be significantly affected by these tariffs, particularly the 25% levy on auto parts, which took effect recently.

Despite the challenges, Ford's domestic production mitigates some tariff impacts compared to competitors like General Motors, which expects a $4 to $5 billion hit. Ford's revenue for the quarter reached $40.7 billion, surpassing estimates, but the company is facing pressures from planned downtimes and unfavorable pricing. The suspension of guidance reflects broader industry risks, including potential retaliatory tariffs and market uncertainties.