Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
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
We have reaffirmed that our products are subject to global tariff relief for decades.
We do expect our cost to go up $300 to $400 million in 2025 due to tariffs and resulting inflation.