Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Our tariff estimate remains unchanged at a $0.01 to $0.02 EPS headwind for fiscal year 2025.
Global trade tensions may result in slower growth and higher inflation in many countries, including Canada and the United States.
With the rates currently in place, we believe we will be able to mitigate the majority of the impact on our cost of goods.
We are navigating very well through an uncertain tariff environment.
consumers continue to prudently manage their day-to-day spending and are watchful of pricing trends in response to tariffs.
the agility and resilience of our supply chain continues to pay dividends and following the jurisdictions and the rules that we have to when it comes to the political environment today
We keep tracking it very, very closely. But as we look across all the different end markets that we're addressing, we really haven't seen any significant impact.
Obviously, we're not directly impacted by tariffs as a software company. But some of our customers still are struggling with the same things that you're hearing about pricing pressures and some of the things that are associated with higher cost of goods for some of their products.
Tariffs for most countries are higher now than when we last discussed earnings guidance on our Q1 call in May.
The impact during the quarter was basically in line with our expectations and was not material to our Q2 financial results.