Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We believe we are in markets and geographies that have strong sustainable growth.
While we remain mindful of ongoing uncertainties related to tariffs and consumer pressures, particularly in the U.S., we are confident in our ability to proactively manage these challenges.
We expect our mitigation actions... to neutralize the impact of tariffs on our 2025 adjusted EBITDA and earnings per share.
we estimate a negligible impact on O&M, and roughly a 1% to 2% impact on our CapEx, including fuel for 2025 and 2026.
The uncertainty that tariffs inject into the trucking and freight market give us further pause to call for a rebound in our business.
government policy and tariff changes are affecting enterprises across The U.S. and around the world in different and complex ways.
IQVIA’s direct exposure to tariffs is limited primarily to certain supplies in our laboratory business and is immaterial financially.
Based on current policy, a portion of our input costs could be subject to future tariffs with the majority of this potential impact from dairy protein sourced from New Zealand and the EU.
We estimate an annual net cost impact of €250 million to €300 million after substantial mitigation.
The insurance business is a defensive sector that is less impacted by tariffs than most other industries and Palomar is no different than its peers in that regard.