Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We do expect some modest input cost inflation for our divisions... which includes the impact of tariffs.
Mexico faced difficult circumstances given increased imports of animal-based proteins and unbalanced fundamentals in the live market.
U.S. trade tensions with China, the resulting reshuffling of U.S. propane exports to different destinations impacted U.S. export volumes.
There is some exposure to variation in tariffs, depending on the policy of current administration.
Our Q3 and fiscal year 2026 guide assumes current tariffs and exemptions remain in place through the end of fiscal 2026.
tariffs, the removal of de minimis exemptions, trade wars and the ever-changing geopolitical landscape have forced merchants to adapt faster than they ever thought possible.
operating expenses, which grew at a higher rate than revenue... partially offset by unfavorable mix and higher tariff costs.
Geopolitical tensions, tariffs and export controls are actively driving firms to reshore or onshore their semiconductor supply.
The increase in both GAAP and non-GAAP operating margins was driven by higher sales... and was partially offset by higher tariffs.
we expect on an exit rate basis to have materially offset unfavorable margin impact from tariffs as of the first quarter of this year.