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Ford lifts 2026 profit outlook after $1.3B tariff refund boost

Ford raised its 2026 adjusted EBIT guidance to $8.5–$10.5 billion after a stronger-than-expected first quarter, aided by a $1.3 billion one-time U.S. tariff refund and improved operations. The automaker posted $43.3 billion in Q1 revenue and $3.5 billion ...

Carmakers bank on $2.3 billion in future tariff refunds, risking Trump's ire

By Mike Colias, Nora Eckert and Rachel More DETROIT/BERLIN, April 30 (Reuters) - Some automakers this week got a first-quarter profit boost – at least on paper - from future refunds of tariff payments they made to the U.

Ford sees big Q1 boost, raises annual profit expectation

Ford Motor said its underlying business and pricing is strong and, despite expected higher commodity costs, it raised its annual profit expectations.

CFOs flag tariff refunds, led by Ford’s $1.3B claim

Ford Motor Co. recorded a $1.3 billion benefit in the first quarter tied to potential tariff refunds, CFO Sherry House said in an April 29 earnings call. That disclosure came a da

Automakers Are Pocketing Billions In Tariff Refunds, The Buyers Who Paid Get Nothing

Detroit's biggest automakers are quietly filing to recover billions in tariff payments after a court ruled the policy unlawful
Electrek

Ford beats Q1 earnings, raises forecast thanks to $1.3 billion in tariff relief

Ford raised its full-year adjusted EBIT guidance to $8.5 billion to $10.5 billion, up from $8 billion to $10 billion, thanks to a one-time $1.3 billion IEEPA tariff benefit and improvements from the Novelis recovery.