Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
If tariffs and other policy changes hurt the economy or make construction more expensive, that will impact our customers and that would in turn impact us.
On the cost side, about 60% of our costs are either labor or energy and we do not see any tariff impact on any of that.
Assuming the worst, it could drive up the cost of building supplies.
The lending environment remains tempered as economic uncertainty and ongoing changes in trade policies weigh on customer sentiment and loan demand.
homebuilder sentiment waned somewhat as the quarter progressed and prospective buyers turned more cautious in response to elevated uncertainty surrounding tariffs in the broader economy.
We're being very careful... we put on enhanced underwriting because of the tariffs.
the impact of tariffs may add some uncertainty.
Substantially, all tariffs paid by Celestica are expected to be recovered from our customers and are not expected to impact our non-GAAP-adjusted EBIT or non-GAAP-adjusted net earning dollars.
I think the tariffs probably will affect, you know, the price. Of automobiles, parts, building materials, supplies.
…concerns about them and the volatility that was happening in many of the other markets, again, looking at our institutional nature, we had substantial outflows due to margin calls…