Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
If the price of handsets rises significantly with tariffs, would it be your anticipation that you would increase your subsidies accordingly, or would you expect to pass those higher costs on to customers?
We've seen a steep drop-off in our travel and accident business... and I think that's probably related to tariffs.
the macroeconomic concerns and tariffs have everybody kind of hedging their bets in what they need to have from an inventory perspective.
from a tariff cost exposure standpoint, I think we have, on a relative basis, very low risk. We source most of our material and equipment domestically.
I believe Knowles Corporation is well-positioned to continue to deliver growth in earnings and revenue despite the current tariff environment.
the downturn in overseas demand for our taxable fixed income strategies, largely driving a $1.4 billion in firm-wide taxable outflows.
Based on the tariffs that have been set, we believe the net impact to our business will be $20 million to $25 million for the remaining three quarters of 2025.
I think to the extent that it does land and if it's a material thing, you know, ultimately, I think we're gonna see that the customer is gonna wind up having to bear that cost.
These trade tensions have contributed to uncertainty and impacted commercial real estate demand, especially in sectors tied to global supply chains.
there is a pickup in restructuring matters in the United States stemming in part from tariff-induced stress.