Ford CFO Says China Results Were Disappointing

The transcript discusses Ford's Q2 performance, highlighting a solid performance in North America despite challenges like a supplier fire and Takata airbag settlement. It also addresses difficulties in China due to an aging portfolio and market strategy issues. The impact of tariffs on commodities is significant, affecting costs in North America and China. Ford plans a substantial business redesign, focusing on capital allocation and restructuring over the next few years.

What were the main challenges faced by Ford in the second quarter?

How did Ford's North America operations perform in terms of margin?

What impact did the supplier fire have on Ford's production?

What factors contributed to the decline in Ford's performance in China?

What is Ford's plan to address the issues with dealer profitability?

What are the expected impacts of tariffs on Ford's business?

What restructuring charges is Ford expecting over the next few years?