Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
While everybody is exposed to tariffs, the impact to us, we feel very confident we can offset.
we are starting to see some resistance in international regions to doing business with U.S. vendors
The EBITDA impact for the year under the current tariff protocol is estimated to be approximately $15 million net of mitigation measures such as alternate sourcing and pricing adjustments.
The global tariff headlines have definitely caused uncertainty in our markets.
The introduction of the new tariff schedule did not directly impact our first quarter results.
With approximately 90% of our supplies sourced domestically, we have estimated the impact to be around 1.5% of our four-year capital and O&M investment plan before any mitigating efforts.
In our Global RIM business, our exposure to tariffs is essentially zero as our revenues and costs are matched based on each market in which we operate.
We forecast a gross impact of $20 million to $25 million a quarter.
A potential tariff induced recession or unforeseen changes in trade flows could cause a drop in demand, which would impact expected growth.
In April, we saw an uptick in orders, which we believe was largely in response to ongoing tariff developments.