Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
To the inevitable question about how our business may have been affected by concerns about tariffs or other geopolitical elements impacting expectations or the economy more broadly, we did not see any noteworthy impacts, including with respect to solid waste organic growth.
When you factor in the various mitigants, it is a manageable impact from a loss cost perspective.
We believe we can mitigate most of the direct impact from ongoing and potential future tariffs on our cost structure.
We are maintaining guidance due to uncertainty regarding the impact of the recently announced policy changes.
No matter how you look at it, Whirlpool, with its 10 large US factories, is a net winner of a new tariff policy.
We expect pressure on our operating margin as a result of the weakening dollar, the impact of announced tariffs, and the expected midyear close of the Yenovale acquisition.
We've lost some from the quarter-end backlog... Strategics might be quicker to put down their pencils on supply chain affected transactions.
We recognize that the current tariff and global economic environment is dynamic, but thus far, we have not seen any meaningful changes for our customers' plans.
We've looked deeply at this issue... and we're highly confident that the, quote, moderate reduction in Hollywood imports announced by China Film Administration will largely target films with limited box office potential in the market.
the recent macro uncertainty and tariff situation impact your conversation with clients and the sales cycle