Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We estimate a net EBITDA impact in the range of $100 million to $200 million.
We went and did a credit by credit analysis of all of our largest commercial borrowers and looked at tariff exposure.
The tariffs, risk mitigation to address numerous supply chain dislocations of accelerated reshoring and manufacturing.
we are now dealing with the uncertainty of tariffs and their potential inflationary effects that have the potential to affect future demand for our wooden building products.
we are intently monitoring the impact of tariffs and other administrative policies on our customer base, interest rates and credit related issues, we feel it is early in the process and we have not yet seen an immediate impact.
We are mindful of a potential impact tariffs could have on short-tail lines of business and are watching closely.
Regardless of how the tariff dust settles here in the weeks or months ahead, we see demand remaining relatively strong.
We remain confident it will be tariff resistant.
we still have not seen activity pick up and believe any activity additions will be disproportionately impacted by tariff-driven inflation.
We had a solid Q1, little to no impact on the Q1 results from the implementation of tariffs.