Ford Sees Profit Rebound After $900 Million Tariff Surprise

Ford Motor Co. expects profit to jump in 2026 even after a surprise $900 million tariff bill at the end of last year dented the carmaker’s earnings.

The Trump administration informed Ford on Dec. 23 that the company could only apply a measure to trim tariffs paid on imported auto parts dating back to November, rather than May, Chief Financial Officer Sherry House told reporters alongside the company’s fourth-quarter earnings report late Tuesday.