Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Commercial transportation revenue was up 4% in the fourth quarter. However, it was down 5% for the full year, including the pass-through of higher aluminum costs and tariffs.
The tariffs of 50% that were imposed in the fourth quarter really jolted the market.
However, in 2026, the situation has worsened significantly. We are having to smile and take it just about at any price we can get.
we do not expect a material impact from tariffs given our diversified supply chain and large U.S. manufacturing presence, but this outlook is subject to change.
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.