Ford posted an earnings and revenue beat for the second quarter and reinstated full-year guidance, but upped its full-year tariff exposure after seeing $800 million in tariff costs in Q2 alone.

Ford Motor Co. reported record revenue in the second quarter of $50.2 billion as its employee pricing program helped drive sales, and its commercial fleet arm, Ford Pro, delivered strong profit margins.

The Dearborn automaker now expects the import taxes will affect adjusted operating profit by $2 billion this year.