The company is raising its full-year 2026 EBIT adjusted guidance due to a favorable adjustment of approximately $0.5 billion resulting from the U.S. Supreme Court decision regarding certain U.S. tariffs that were paid under the International Emergency Economic Powers Act. The company now expects gross tariff costs of $2.5 billion to $3.5 billion in 2026, down from the original estimate of $3.0 billion to $4.0 billion.
| Updated 2026 guidance | Previous 2026 guidance | |
| Net income attributable to stockholders | $9.9 billion - $11.4 billion | $10.3 billion - $11.7 billion |
| EBIT-adjusted | $13.5 billion - $15.5 billion | $13.0 billion - $15.0 billion |
| Automotive operating cash flow | $16.8 billion - $20.8 billion | $19.0 billion - $23.0 billion |
| Adjusted automotive free cash flow | $9.0 billion - $11.0 billion | $9.0 billion - $11.0 billion |
| EPS-diluted | $10.62 - $12.62 | $11.00 - $13.00 |
| EPS-diluted-adjusted | $11.50 - $13.50 | $11.00 - $13.00 |
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