Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Under current US tariff policy, the impact to IBM is minimal.
If they don't adapt their global supply network fast enough, their cost will increase by up to $10,000 a vehicle.
We currently manufacture 100% of our products in the United States... In addition, approximately three-quarters of our raw materials and components are currently sourced in the United States.
macroeconomic factors such as higher inflation and uncertainty regarding tariffs have driven cautiousness to spend on new projects across the banking sector.
we are cautious with regards to our North American business as the current tariff activities play out over the remainder of the year.
We're not immune to the tariff shock waves, but I believe we are well-positioned to play offense.
The extent of the tariffs currently imposed on imports from China is substantial and will increase our overall costs considerably, particularly in our plumbing segment.
After discussion with our suppliers, we currently estimate Energy Resources has less than $150 million in tariff exposure through 2028 on over $75 billion in expected capital spend.
For those products that are impacted, we have already been working with our customers to minimize the impact.
The tariff situation is quite dynamic and fluid... the uncertainty that the tariffs situation creates.