Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we thought it best to take a more prudent approach to those very strong metrics we were seeing coming out of the first quarter and apply that to the guidance as we move forward here
we are projecting minimal exposure on our US cabozantinib business. Our cost of goods sold is approximately 4% from net product revenue and three of those four percentage points is royalty owed to a third-party.
the impact of tariffs and declining consumer confidence and spending are fueling fears of a recession.
Given the significant uncertainty that tariffs create concerning potential shifts in consumer demand and rising product costs, we believe limiting our outlook to the first quarter of fiscal '26 is prudent.
We are confident that the tariff measures currently under consideration by the administration will have minimal impact on our financial results.
Thanks to our early and deliberate effort to lock in vehicles at highly favorable economics ahead of tariff implementation, our model year 2025 fleet is shaping up to be transformative for Hertz as those vehicles currently have a DPU of sub-300 prior to the benefits associated with tariffs.
the current uncertainty stemming from the trade tariffs could pose challenges that we expect these potential challenges to be relatively limited
Despite the uncertain market backdrop, the portfolio is performing very well and we continue to be pleased with the quality of our loan book.
For HighPeak, the biggest effect tariffs have on our immediate cost is on OTCG products, i.e., casing and tubular goods.
recent actions from the current administration have increased duties on Chinese imports that impact our core product lines like GenDrive.