Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
The anticipated year-over-year increase in losses was primarily the result of lower Onshore equipment deliveries and the impact of tariffs at Onshore Wind.
A strong performance in Egypt was offset by market mix and declines in Indonesia and Russia, largely reflecting pricing dynamic as well as the ongoing share recovery in Turkey.
tariffs increased from 10% in 2024 to the current 50% level.
In addition to lost revenue, we also expect higher costs related to supply chain logistics and fuel.
clients gradually took on more risk since last year's tariff-driven market decline
We had $32 million of year-over-year productivity improvement at Raytheon... despite a 130 basis point headwind from tariffs.
Gross margin remained in line with our expectations with ongoing pressure from tariffs, cost inflation and freight, which we continue to actively manage.
Trade disputes, tariffs and low consumer confidence over the past few quarters have cumulatively impacted the market environment.
we offset all the last quarter of the tariff year-over-year impact for us, a pickup in stranded costs and investments.
the year-over-year increase reflects product cost reductions and fixed overhead leverage, partly offset by the impact of tariffs.