Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we estimate the tariff impact in 2025 to be a few hundred million dollars.
At this point, we did not believe that the tariffs will have a significant impact on project economics.
We remain cautious about the remainder of the year, as we navigate the complexities of tariffs and other economic factors.
Assuming the tariffs as they've been announced remain in place and are largely passed through, we'd expect somewhere around a mid-single-digit increase to PI auto severity.
We're closely watching the daily changes in trade and tariff policy.
We are now subject to 25% tariff cost, which totals an estimated $400 to $425 million annually.
The basis for our full year guide had anticipated some choppiness in the first half of the year tied to the rollout of tariffs.
the allowance this quarter also included some incremental qualitative reserves to reflect increased tariff-induced macroeconomic uncertainty.
We're looking at the credit portfolio. You know, working through, making sure we understand potential tariff impact.
We are closely monitoring the potential impact on the prices we would pay for aircraft.