Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Manufacturing revenue declined 3% year-over-year as tariffs and related uncertainty weighed on consulting revenues and discretionary spending at automotive OEMs.
We expect ongoing tariff relief should still apply for ResMed and for our many patients with important disabilities that need access to care.
The implementation of the Reconciliation Act earlier this year as well as the evolving universal and reciprocal tariff environment could potentially support a business case to establish one or more lines in the U.S. to finish front-end production initiated within our international fleet.
tariffs are on the minds of some of our customers. Efficiency is important.
clients drawing down their money market fund balances to tactically buy back shares in the market and increase spending ahead of potential tariffs.
Despite this competitive landscape, Helix was steady in the third quarter, growing on reported shipment volume to over 42 million cans, representing an increase of nearly 1% versus the prior year.
Tariffs impacted gross margins by roughly 220 basis points on a year-over-year basis.
We believe the tariff is a key component to making Wisconsin a prime spot for data center investment.
we continue to expect the impact of known tariffs to be manageable in 2025.
We expect that the year-end inventory balance will include a full inventory turn inclusive of tariffs.