Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We feel good about the pipeline and the way it's developing. And you know we'll need to see how the transactions execute in Q4. But it feels like a good environment in terms of, for example, M&A at this point.
exclude any potential impacts from a deteriorating macroeconomic environment or from the implementation of tariffs and potential retaliatory tariffs as the effects remain unknown.
the adjusted gross margin profile was 55.8% of sales, which as expected reflects a decrease compared to the prior year due to the impact of tariffs.
Tariffs have not had a material impact on our financial performance yet this year. As 90% of the products we sell are sourced domestically.
In April, tariff announcements shocked global markets.
In banking, increased clarity around tariffs and record equity prices fueled CEO confidence.
We feel strongly that U.S. tax policy has enabled Johnson & Johnson to increase our manufacturing footprint in The U.S.
We continue to experience a healthy pace and mix of signings in 2025... however, we have limited visibility and share our customers' uncertainty over how current trade policy may impact demand in 2025.
The Q3 was impacted by tariffs which we already in Q4 an expansion of the margin again to complete a positive margin expansion for the full year.
We are absorbing some incremental costs this year, which has a near-term impact on our profitability.