What IS an interesting twist in Ford‘s case is the accounting treatment as a recurring item. They expect this to happen again - tariffs raised, clients pay elevated prices, tariffs declared illegal, refunded, kept by Ford.

They are calling it a recurring item, because Ford did not reduce price and shipping charges when the tariffs were repealed. Will that be Farley's business plan going forward: raise prices every time Trump imposes a new tariff, then not reduce prices when the tariff is repealed, thus ratcheting their profits higher and higher?

from the net sifter:

No, Ford Motor Company did not reduce vehicle prices after certain import tariffs were struck down by the Supreme Court. Instead, the automaker maintained its higher pricing and destination fees, which sparked a class-action lawsuit filed in Michigan federal court on July 9, 2026.

That has been Farley's business model for some time: beat more money out of their customers, without providing any value. Ford has been blaming it's falling F-Series truck sales on disruptions at the supplier of the aluminum used in the bodies. I checked inventory at some metro Detroit dealers. There is NO SHORTAGE of F-Series trucks. Bill Brown, granted one of the largest Ford dealers in the country, has over 200 F-150s on the lot.

-Farley has demanded the government give Ford tariff protection from imported cars, while also demanding no tariffs be charged on the cheap, Chinese, parts that Ford imports.

-Farley has demanded the government pay Ford a bonus, for building a higher percentage of it's product line in the US, while punishing companies that import a larger portion of their line.

-Farley wants to put all the electronics in Ford cars behind a firewall, so customers have no alternative to taking their car to a Ford dealer for service, and pay whatever the Ford dealer demands.

-Farley demands a waiver from the US ban on Chinese sourced "connected cars", for the Lincoln Nautilus.

Conversation I had with a friend at a car show a year ago Ben: "so when are you going to buy a Corsair?" Me: "there are things I really like about the Corsair, but Farley is such a horse's patoot I don't want to give him a nickel".

Steve