Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Tariffs are a concern for everybody as is regulatory uncertainty.
To the extent that higher capital costs are realized, we expect an ability to pass those along to customers and maintain our targeted returns on capital.
Accordingly, the price increases were an effort to offset both rising costs across non-material and material categories, as well as a portion related to the current trade policy actions.
We have not experienced nor do we foresee any direct impacts from the current tariff policies.
the probabilities of what can happen is much wider than 90 days ago. So there are a lot of moving parts here... we don't know exactly where we're going to land with tariffs at the end of the day.
The trade policy uncertainty makes actual cost, sales opportunities and pricing very hard to predict.
With U.S. tariffs at their current levels of 10%, we anticipate an impact of approximately 2% to 3% on our gross margins.
As of today, there is no direct impact on our operations on tariffs.
While tariffs may have an impact on our customers' demand, any changes in tariff costs are passed through our customers.
We are closely monitoring the tariffs and trade regulations.