Ford Motor Company has suspended its full-year financial guidance, citing heightened uncertainty surrounding U.S. tariffs a move that sent its shares down in after-hours trading.

The automaker warned that newly proposed or adjusted tariffs, particularly on vehicle imports from Mexico and China, are expected to impact the company’s bottom line significantly. According to Ford, the added trade costs could total $1.5 billion in adjusted earnings before interest and taxes (EBIT).

“Due to the unpredictable nature of current tariff discussions, we are withdrawing our 2025 guidance until we have greater clarity,” the company said in a statement on Monday.

Shares Drop, Tariff Costs Mount

Ford’s stock dropped 2.3% in extended trading following the announcement. In total, the company estimates that tariffs could add up to $2.5 billion in additional costs this year alone. The hit is largely tied to vehicle imports from key markets including China and Mexico, where Ford maintains major production operations.

EV Losses Add to Financial Pressure

The tariff-related blow compounds existing financial challenges for the legacy automaker. Ford said it is also projecting up to $5.5 billion in losses this year from its Electric Vehicles (EV) and software divisions. This would bring total cumulative losses in those segments to more than $10 billion since 2023, as Ford continues its costly transition toward electrification and next-generation mobility services.

Industry-Wide Fallout

Ford’s announcement reflects broader unease within the U.S. auto industry, as companies face shifting trade policies and uncertainty over international supply chains. Analysts warn that prolonged ambiguity around tariffs could delay investment decisions, disrupt production, and increase prices for consumers.

Ford executives have not specified when updated guidance will be issued but noted that they are closely monitoring negotiations and policy signals from Washington.