Ford Motor Company will move production of select Lincoln models from China to the United States beginning in 2030. This shift includes the Nautilus SUV and aims to strengthen the automaker's domestic manufacturing base. The company has not yet disclosed which U.S. plants will receive the new production lines.
CEO Jim Farley confirmed the move responds directly to U.S. tariff policies. The Lincoln Nautilus currently faces a 52.5% import duty when shipped from its joint venture in Hangzhou, China. This strategic pivot aligns Ford's manufacturing footprint with current geopolitical and trade realities.
Benzinga reported a slight pre-market uptick in Ford shares following the announcement. Separately, GuruFocus valuation metrics suggest the stock is currently overvalued based on proprietary data. The analysis further noted that the company is currently unprofitable.