Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We do not anticipate that our Q1 volumes are purely indicative of the longer term trend, in particular as it relates to auto. We are of the view that what we likely experienced with some pull-forward of demand as selected consumers sought to get ahead of the potential impact of tariffs on auto prices.
We've seen minimal impact to date across the portfolio.
we don't currently believe either tariffs or Medicaid reform represent any material financial impact.
For CPI, tariffs have not and are not expected to be a significant issue for the business as most of our supply chain and raw material inputs are sourced domestically.
Increased economic uncertainty, exacerbated by significant shifts in trade policy in recent weeks, is expected to produce continued volatility.
we don't expect tariffs or global trade war to have a material impact on our current operations and are therefore very confident reaffirming our 2025 financial guidance.
High sustained tariffs will have a damaging effect to prices that will negatively impact many producers.
Currently, the energy product imported into the United States from our Canadian operations are exempt under the USMCA, limiting the direct impact of tariffs on our business.
We are positively in a relative to our pairs well positioned with over 90% of our revenues coming from finished goods manufactured in the U.S. And less than 5% direct reliance on China.
We expect tariffs to have about a 2% impact as we move forward, and we will incorporate any changes into our capital allocation and prioritization process.