Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We expect that the year-end inventory balance will include a full inventory turn inclusive of tariffs.
One of the critical areas of focus and attention right now... is related to higher costs related to tariffs.
There's a ton of uncertainty out there for manufacturers and trade policy is top of the list.
It's important to get this gating item done, the tariff, the large load tariff.
we've seen significant acceleration on trade deals... we could see some positivity there.
this year has been one of the more challenging with geopolitical unrest, rising cost and unsufficient supply chains, tariffs and now a government shutdown.
We now expect industry shipments to be down approximately 1% to 1.5% for the full year due to factors like trade uncertainty, soft consumer sentiment and weak housing market.
This guidance does not assume additional significant potential business development transactions. Other expense is now expected to be between $400 million and $500 million. We now assume a full year tax rate between 14% and 15%. We assume approximately 2.51 billion shares outstanding.
lingering questions around tariffs and ongoing geopolitical impacts
we continue to expect tariff-related headwinds to impact profitability by approximately $100 million.