Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we would be lapping next fiscal year.
commercial clients and tariff-impacted sectors and geographies are facing headwinds
Mid ongoing tariff-related headwinds and negotiations, we remain vigilant and proactive in managing our credit portfolios to address both expected and unexpected changes.
Beginning in Q2 2025, CPG and auto companies began navigating a mix of category headwinds such as tariff uncertainty and uneven volumes in addition to persistent inflationary pressures.
we saw softness in academia and government that challenged our cell analysis and genomics results... operating margin was down 50 basis points year-over-year on increased tariff expenses
Our full year guidance assumes that we will be able to offset the tariff pressure on our business this year.
Given these factors, we continue to anticipate a softer economic environment in Canada.
the tariff policy is fluid. We're currently reviewing all the new rules like everyone else.
We are seeing lower import/export volumes related to the shifting tariff announcements during the second half of the year.
The market environment has been challenging for Doors, with lower housing starts and softer discretionary R&R activity pressuring demand with the added disruption from tariffs.