Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
In production resources, trade policy uncertainty and supply chain disruptions remain realities.
Tariffs put some pressure on the top line prices of a number of categories.
On the cost side, we are experiencing inflationary and tariff-related increases across commodities, components and finished goods.
neither quarter was significantly burdened by tariff costs and neither has any unusual items of significance.
FFO was ahead of the prior year, reflecting higher volumes and tariffs generally across our rail and road operations.
Currently, based on potential tariffs as announced to date, we do not expect to see a material impact to our business in 2026.
approximately $100 of tariff-related benefits last year, lower shipping fees and higher non-vehicle costs this year
The year-over-year margin compression was primarily due to higher tariff costs.
The international freight market has been tumultuous and impacted by global trade policies, geopolitical conflicts and route restrictions.
the dilutive impact from tariffs and continued strategic investments for commercial growth.