Ford raises 2026 profit outlook despite tariffs, EV charges and production disruptions

On the Dash: Ford raised its 2026 profit guidance, signaling confidence in consumer demand despite ongoing headwinds. Truck and hybrid demand continue to drive pricing power, while EV losses narrowed for a third straight quarter. Tariffs, supplier disruptions and shifting EV strategy remain key factors dealers should watch. Ford raised its full-year adjusted EBIT guidance to between $10 billion and $11 billion, up from a previous range of $8.5 billion to $10.5 billion, following second-quarter operating results that exceeded expectations. The automaker also reported adjusted EBIT increased to $2.5 billion, compared to $2.1 billion a year ago. Sign up for CBT News’ daily newsletter and get the latest industry stories…

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