Ford Motor Co. posted a second-quarter net loss of $36 million after booking an $800 million tariff expense and $570 million in recall costs, even as revenue climbed 5 % to a record $50.2 billion. Adjusted earnings came in at 37 cents a share, topping the 33-cent consensus, while adjusted EBIT reached $2.1 billion. The Dearborn, Michigan-based automaker now expects tariffs to erode 2025 earnings by about $2 billion, $500 million more than it projected three months ago. The larger hit pushed Ford shares down roughly 3 % in late trading. Reinstated guidance calls for full-year adjusted EBIT of $6.5 billion to $7.5 billion, below the $7 billion–$8.5 billion range given in February. Management also lifted projected capital spending to about $9 billion, citing ongoing investments in electric and commercial vehicles. By business line, Ford Pro generated $2.32 billion in EBIT, while the Model e electric-vehicle division lost $1.33 billion on $2.4 billion in revenue, extending first-half EV losses to $2.2 billion. Ford says it aims to offset roughly $1 billion of its gross tariff bill through cost cuts and price adjustments. Chief Executive Officer Jim Farley told analysts the company is in daily discussions with the Trump administration to ease the levies, which he said leave Ford at a $5,000 per-vehicle cost disadvantage to Toyota. Management believes relief on parts and metals duties could materially narrow the projected $2 billion burden.