Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
the tariff confusion has settled.
we got $100 million of refund from tariffs in the quarter
$36 million pretax benefit tied to the refund of previously paid IEPA tariffs.
We've mentioned tariffs and other things of that nature.
we have the tariff wrap that we called out of $40 million to the year.
the increased impact of tariffs in the MedTech business
Our pricing actions to mitigate cost and tariff inflation continue, our pricing discipline continues right alongside them.
you see tariff refunds coming through impacting some commercial bank clients.
the refund claims on the tariffs paid last year will be about 1 full point of EPS growth for the year.
As a reminder, our biggest tariff exposure is on steel and aluminum. Those tariffs are still in place and not subject to refunds.