Ford Raises Annual Guidance Amid Tariff Refunds
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 29 2026
0mins
Source: Newsfilter
Ford Motor Co's stock is down 5.07% in pre-market trading, hitting a 5-day low.
The company raised its projected earnings before interest and taxes for the year from $8 billion to a new range of $8.5 billion to $10.5 billion, primarily benefiting from a $1.3 billion tariff refund. Despite this positive development, Ford faces rising raw material costs and production disruptions, particularly with its F-150 model, which has seen a significant inventory drop.
This guidance increase reflects Ford's strong financial performance, with adjusted earnings per share significantly surpassing analysts' expectations. However, the stock's decline in pre-market trading suggests that investors are cautious amid ongoing cost pressures and production challenges.
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Analyst Views on F
Wall Street analysts forecast F stock price to fall
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 13.830
Low
11.00
Averages
13.65
High
16.00
Current: 13.830
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services, including BlueCruise (ADAS) and security. The Company's segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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