Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We cannot yet discern to what extent the defense businesses will be impacted over time.
There is a dramatic increase in construction material costs that could, in the future, affect construction.
It is a time of high uncertainty in the world, as tariffs and geopolitics are disrupting global supply chains and creating unpredictable economic conditions.
we are not expecting to see any meaningful increase in our direct costs in the near term.
We continue to closely monitor potential tariff impacts and broader shifts in our consumer sentiment.
We actually believe our customer will remain relatively resilient given the importance of sending money home.
At this point, our customers are expressing more concern around cost impacts of tariffs and less concern regarding demand from their customers.
Nonetheless, the current indirect impact of tariffs is minor for Carlisle overall and should remain so for the rest of 2025.
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.