Ford said the US car maker's tariff costs were $900m (£660m) higher than expected last year because of a last minute change to the Trump administration's tariff relief program.
The scheme is meant to help car firms offset US President Donald Trump's levies, and lets car makers that import parts for vehicles assembled in the US apply for credits.
But administration officials told the company in December of a new, later effective date for the policy, leading to fewer gains from the credits than anticipated.
Chief executive Jim Farley said Ford spent double what it had expected on tariffs in 2025 - roughly $2bn - due to "the unexpected and late year change in tariff credits for auto parts".
Ford's higher-than-expected tariff bill underscores the volatility automakers continue to face as they grapple with tariff costs and lobby for exemptions from the levies.
