Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Operating profit was driven by pricing actions and cost savings initiatives partially offset by higher tariff and commodity costs.
Our current guidance assumes the Middle East conflict ends in the second quarter, however, should the conflict continue for a prolonged period, there is a risk that new equipment demand could be negatively impacted.
Both tariffs and sustained high interest rates continue to add to our automotive cost.
our adjusted operating profit guidance to $3.2 billion, up 53% from 2025... partially offset by ongoing tariff headwinds.
The anticipated year-over-year increase in losses was primarily the result of lower Onshore equipment deliveries and the impact of tariffs at Onshore Wind.
A strong performance in Egypt was offset by market mix and declines in Indonesia and Russia, largely reflecting pricing dynamic as well as the ongoing share recovery in Turkey.
tariffs increased from 10% in 2024 to the current 50% level.
In addition to lost revenue, we also expect higher costs related to supply chain logistics and fuel.
clients gradually took on more risk since last year's tariff-driven market decline
We had $32 million of year-over-year productivity improvement at Raytheon... despite a 130 basis point headwind from tariffs.