Ford Shifts Lincoln Production from China to US Amid 52.5% Tariff
F sits 24% above its 52-week low of $11.11.
Summary
Ford will move production of some Lincoln models from China to the US starting in 2030, a direct response to the 52.5% tariff on the imported Nautilus and the Connected Vehicle Rule. CEO Jim Farley framed the move as necessary to strengthen the US manufacturing base, though no US plant was named. The Nautilus, Ford's main China-imported model, sold about 34,000 units last year, so the shift is material but not transformative. GM's similar Buick Envision move in 2028 shows the industry-wide tariff response. Watch for Ford's plant selection and any cost guidance impact in upcoming earnings.
At the time of this announcement, F was trading at $13.83 on NYSE in the Manufacturing sector, with a market capitalization of approximately $55.2B. The 52-week trading range was $11.11 to $17.78. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Reuters.