Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We are not comfortable with providing estimates at this time. We just do not have enough insight into what might happen.
We expect the impact of tariffs that have been announced since our conference call in January and that are currently in effect to have an incremental impact of roughly $200 million in 2025 versus our initial guidance.
Approximately $4 million in tariff costs from the newly introduced tariff regime in the US that are expected to be passed through 100% in the second quarter.
Any related impact from these tariffs as well as other potential new or reciprocal tariffs have not been contemplated in our guidance.
we foresee de minimis impact from tariffs.
we are closely monitoring the evolving trade policy landscape and its potential impact, our current assessment is minimal exposure to industries most likely to be directly affected by tariffs.
It's too early to tell what impact tariffs could have on PECO or our neighbors.
We're just not hearing a lot of distress over pricing moving way outside of what they can handle.
With respect to tariffs, we do not yet know their impact and remain in close contact with our clients to assist them through any uncertainty.
The revision that we've given you from $50 to $75 million of revenue now versus the higher rate is purely an end market estimation of the impact of tariffs.