Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
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.
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.