Here's what's being missed: $HON, $F, and $GE are all positioned as tariff-shield plays, assuming 25% EU auto tariffs + "America First" policy drive pricing power. But the real story is upstream. You can't protect yourself from higher imported component costs with tariff walls if you're a downstream assembler who sources half your supply chain from tariff zones. $F posted in annual revenue with a net margin — already under pressure.

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