Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
While tariffs remain in place, the actual impact on production and consumer demand appears rather limited.
we don't think there's anything in the back half of the year, that's an additional headwind as it relates to tariffs.
Our current estimated impact from tariffs is contained within our updated guidance.
the tariff impacts will become prominent and put some additional pressure.
Based on the tariffs that have been set, we believe the impact to our business for the 9 months will be $15 million to $20 million for FY 2025.
We expect tariffs to remain largely pass-through costs with strong contractual protections in place.
The S&P 500 falling 14% amid collapsing investor sentiment due to tariffs, policy uncertainty and geopolitical instability.
the impact of potential tariffs on construction materials
We don't expect any impact to the guidance we have provided for 2025, and we are taking the necessary cost and pricing actions in that regard.
We continue to expect tariffs to be neutral at the EPS level as we shared with you in Q1.