Ford CEO Jim Farley stated that a modernized North American free trade agreement with Mexico and Canada is "critical" for the automaker’s long-term cost structure and supply chain stability. Farley highlighted that nearly 60% of Ford’s North American production is integrated across the three countries, and that tariff uncertainties could add up to $2,500 in incremental costs per vehicle. He noted that seamless cross-border logistics support over 35,000 parts commonality across Ford plants, underscoring that delays or higher duties would directly erode near-term operating margins, which stood at 4.8% in Q4 2025.

Ford announced the launch of the 2027 Bronco RTR, the eighth variant in its Bronco SUV lineup, positioned between the base model (starting around $40,000) and the high-end Raptor (roughly $80,000). The Bronco RTR leverages Raptor-derived suspension components, 35-inch off-road tires and a recalibrated 2.7-liter twin-turbo V6 delivering an estimated 340 horsepower. Bronco chief program engineer Ed Krenz described the RTR as a "gateway" to the Raptor family, aiming to boost segment ASP by an estimated 15% relative to the Heritage Edition, which retails at approximately $51,500.

President Trump credited his 25% tariff on imported automobiles for Ford’s decision to resume 24/7 production at its Michigan assembly complex and to announce over $5 billion in new investments across three Midwestern plants. Ford confirmed plans to increase annual output by 120,000 units at these facilities by 2027, creating up to 1,800 new hourly positions. Management says the capital deployment, supported by tariff-driven cost adjustments, is projected to improve return on invested capital by 250 basis points over the next two years.