Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we had to go through and our customers did, we delivered again a quarter that moves us ahead.
you get hesitancy, Kevin, as you well know, right, when you have tariffs flying out at billions and billions and billions.
we are working to offset these costs through various means as we have with tariffs and other inflationary costs.
we've experienced... the tariff announcements in 2025
Last year, when we talked about the impact from the tariffs, we did have an incremental 1% that we added to pricing for the forecast for the year.
Our results will also reflect our decision to prioritize investment spending as we set up the business for separation despite the inflationary backdrop.
the quarter included 50 basis points of headwinds from currency and the impacts from tariffs and rising material costs
We proactively secured supply to support both FPL and Energy Resources development plans, including the development of our national data center hub footprint.
Last year's first quarter benefited from approximately $15 million of tariff-related order pull forward from Canadian customers, which did not repeat this year.
We kind of go 360 degrees and come out in the same spot at the end of the day.