Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Our strong profit we realized in the first quarter provides increased confidence in our ability to absorb currently estimated 2025 profit impacts from tariffs.
We do not see at this point in time a significant risk to our company related to the trade policies as we understand them today.
the implementation of tariffs and retaliatory tariffs as they are unknown at this point.
While the services that Moody's provides are not directly impacted by tariffs announced to date, we do believe many businesses are being impacted by the uncertainty of impending trade tensions.
we have reasonable visibility of what is going to happen in Q2, and that is about an impact of $0.02 to $0.03.
Despite this, we remain focused on what we can control, providing excellent customer service and executing on our strategic initiatives to make the business smarter, faster, and better.
We estimate there would be a cost impact of around $250 million, assuming current tariff rates remain in place for the rest of the year.
The April 2 tariff announcement was a shock for the markets.
We estimate that about 1.4% of total loans could be adversely impacted by the proposed tariffs.
we are paying close attention as you would expect to the tariffs. And it is a very fluid situation as everyone has an appreciation.