Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Pricing in our Americas segment was 4.6% in the quarter. This includes a combination of core pricing and surcharges as we cover inflation, including tariffs.
we continue to anticipate $15 million to $20 million in tariff-related costs this year and now expect to mitigate more than half of those costs in 2025.
Seasonality was different this year due to really, we think, because of the tariffs and trying to pull ahead some production into Q2 and Q3.
Industry-wide shipments of door cases are at a 20-year low in part because of tariff uncertainty has caused customers to delay maintenance and replacement upgrade spending.
It is important to note that our net charge-off guidance does not include an estimate for the long-term impact of tariffs given the continued shifts in expectations and the difficulty in determining the full impact on our asset quality.
the anticipated uptick in goods inflation resulting from higher tariffs has been more muted than expected thus far.
we continue to expect full year adjusted gross margin to slightly improve versus 2024, inclusive of an approximate $100 million tariff headwind for the full year
we're seeing significant strength in the U.S., but also signed contracts for our HA gas turbines, our largest and most efficient baseload units this quarter in Mexico, Kuwait, Poland and Malaysia.
there's probably somewhere in the neighborhood of a 3 up to $7,500 per truck impact because it affects different components of both the chassis and the bodies separately.
Raw materials were unfavorable due to higher material costs largely due to increased tariffs.