Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
This includes a $2 billion headwind for Novelis fires and the net tariff impact of $2 billion.
Adjusted EBITDA margin improved by 160 basis points to 15.1% despite the impact from tariffs.
we managed the U.S. tariff evolution, limiting its dilutive impact.
Though we are monitoring broader market conditions and volatility, including tariffs.
We are also protecting existing customers from costs associated with new large load projects through tariff structures and contract provisions.
we continue to navigate a dynamic geopolitical and macroeconomic environment... higher tariff costs.
the impact of tariffs, and continued investments in our commercial organization.
we are mindful of regulatory risk not just at the market level, but at the federal level given continued uncertainty over tariffs, immigration, and more.
This reflects the deliberate acceleration of strategic R&D investments in chemistry and informatics, along with the impact of regional sales mix and tariff surcharges.
Adjusted gross margin of 53.4% was down 140 basis points versus the prior year driven by approximately 170 basis points of tariffs.