Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We actually believe our customer will remain relatively resilient given the importance of sending money home.
At this point, our customers are expressing more concern around cost impacts of tariffs and less concern regarding demand from their customers.
Nonetheless, the current indirect impact of tariffs is minor for Carlisle overall and should remain so for the rest of 2025.
Under current US tariff policy, the impact to IBM is minimal.
If they don't adapt their global supply network fast enough, their cost will increase by up to $10,000 a vehicle.
We currently manufacture 100% of our products in the United States... In addition, approximately three-quarters of our raw materials and components are currently sourced in the United States.
macroeconomic factors such as higher inflation and uncertainty regarding tariffs have driven cautiousness to spend on new projects across the banking sector.
we are cautious with regards to our North American business as the current tariff activities play out over the remainder of the year.
We're not immune to the tariff shock waves, but I believe we are well-positioned to play offense.
The extent of the tariffs currently imposed on imports from China is substantial and will increase our overall costs considerably, particularly in our plumbing segment.