Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
If fully enacted, the tariff structure as most recently publicized will lead to higher equipment costs.
we don't believe tariffs are really going to be a big impact on us from a financial standpoint, it's an opportunity to slow down deals.
I don't want to pay any more for aircraft. It doesn't make sense.
Obviously, there's a lot of uncertainty right now with tariffs. To the extent that we get a trade policy clarified, I think there could certainly be some pent-up demand.
we have taken steps to mitigate the potential tariff impacts on these projects, and we have also identified capital projects that can be deferred if needed.
Our hope is that wherever this lands, we ultimately end up enhancing the competitiveness of US companies like Bristol-Myers Squibb Company.
the economic environment is given the volatility driven by tariffs and other policy initiatives
The biggest tariff impact in our business is being felt in the equipment area where the manufacturer or components that are impacting their costs.
A lot of folks are trying to better understand, you know, without guessing necessarily, but position themselves to take advantage of certain trade situations, you know, tariffs particularly, by reducing inventory.
Current tariff rates would suggest approximately $20 million of impact to us.