Farley also defended Ford’s U.S. manufacturing footprint, pointing out that about 80% of Ford vehicles sold in the U.S. are made in the country. What’s more, all of Ford’s t

Ford CEO Jim Farley didn't mince words during the company's latest financial call on Wednesday. The Blue Oval's brand chief made it clear: if U.S. President Donald Trump enacts 25% tariffs on imports from Canada and Mexico, new car buyers will be the ones who end up footing Ford's higher bills.

If Trump’s tariffs take effect next month, consumers are unlikely to see price increases until the current inventory is sold, according to Felipe Muñoz, a senior analyst at auto consulting firm JATO Dynamics. Across the industry, that could mean a roughly two-month buffer between tariffs starting and prices increasing at the dealership, Muñoz said.

Speaking during the earnings call, Ford CEO Jim Farley said hybrid trucks are a key growth area and give the automaker “pricing power” thanks to features such as Pro Power Onboard. The system turns pickups into mobile power stations that can generate electricity for job sites, camping or emergencies.

Proposed 25% U.S. tariffs on Canada and Mexico could lead to a sharp increase in vehicle prices, auto industry executives and analysts say.

The European Union is scrambling to cut taxes on American cars in a bid to avert a trade war with Donald Trump.

Ford Motor Co (NYSE: F) chief executive Jim Farley is concerned that President Trump’s planned tariffs could do more harm than good to the US automotive industry. Raising tariffs against China, Mexico,