Ford Motor Company has revised its full-year adjusted EBIT guidance for 2026 to $10-$11 billion, a $1 billion increase at the midpoint, despite facing headwinds from ongoing commodity costs and the loss of a $1.3 billion EBIT benefit related to tariffs recorded in Q1. The company is also dealing with $800 million in temporary costs tied to aluminum supply issues but anticipates a net EBIT improvement of $1 billion in the latter half of 2026.
General Motors (GM) is projected to incur $1.2-$1.7 billion in commodity inflation this year and maintains a gross tariff exposure estimate of $2.5-$3.5 billion. Meanwhile, Tesla’s energy business experienced a 13% revenue increase year-over-year in Q2 2026, with storage deployments reaching 13.5 GWh but faced a significant decline in gross margins due to warranty charges and pricing pressures.
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