Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We had some really good days in our precious and non-precious metals business because of the fear of tariffs which came to be.
Despite these headwinds, it's worth highlighting that our first quarter's pace was still solidly ahead of our pre-COVID historic average.
we forecast an approximate $200 million impact in 2025.
If tariffs on our Chinese imports continue at current levels for the remainder of the year, we expect a negative impact of approximately $45 to $75 million to our operating profit in 2025 inclusive of our mitigation efforts.
We continue to have ongoing conversations with each of our opportunities, each of our customers to see what the impact of them individually is because each one is going to be a little bit different.
the combination of the key factors in the economic forecast weighting gives Veritex a very conservative allowance result.
We estimate a net EBITDA impact in the range of $100 million to $200 million.
We went and did a credit by credit analysis of all of our largest commercial borrowers and looked at tariff exposure.
The tariffs, risk mitigation to address numerous supply chain dislocations of accelerated reshoring and manufacturing.
we are now dealing with the uncertainty of tariffs and their potential inflationary effects that have the potential to affect future demand for our wooden building products.