Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Declining equity valuations and increased uncertainty led investors to adopt a more risk off stance ahead of the trade policy announcements.
We are maintaining our full year EPS outlook of $4.70 to $5.10, including the assumed impact of the recently announced tariffs fully realizing that things can change fast.
Our clients are in an adjustment stage and are awaiting clarity on ultimate tariff and trade policy.
During this period of increased tariffs and heightened global economic uncertainty, we are aggressively executing our plans to mitigate the impact of tariffs.
we're certainly not ignoring the tariffs question. It's clearly on our thinking.
we do not expect any potential impacts from tariffs to materially affect full-year deliveries and their associated yields in 2025.
Winchester costs for metals are rising due to tariffs and tight supply.
Altogether, tariffs create uncertainty, which may lead to lower levels of transactional activity in the near term, impacting certain commercial businesses.
We are still assessing the impact of tariffs on our business, but early indications are they will have a minimal impact on our business.
we continue to focus on controlling what we can control, staying agile and leveraging IRX to offset all known tariff impacts.