Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
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…
The change in our non-GAAP EPS expectations for 2025 is primarily a result of the projected impact of tariffs, trade policies and related actions recently implemented by the U.S. and other countries.
The short answer is absolutely what you described as de minimis, you know, direct exposure, you know, to tariffs.
We've yet, Chris, to see where any of our customers have told us that their inputs, their price of raw material has been impacted by tariffs or certain other price changes.
We believe tariff effects are likely to drive up construction costs and further reduce new supply.
volatility resulting from tariffs and the potential for reciprocal tariffs could cause clients to pause or reevaluate projects over the coming months and quarters.
We have not seen any clients decay out of the pipeline as a byproduct of this. It's more about pausing in certain areas, particularly in the ABL sector, than it is absolutely shutting down from the transaction.