Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we expect first quarter 2026 revenue will be down low single digits versus last year. On a positive note, harsh weather in the first quarter often leads to a strong construction season.
We remain vigilant in monitoring the evolving geopolitical landscape and tariff developments, and we are actively managing these dynamics to protect our business and support long-term growth for Ball and our customers.
We built in about $130 million of tariffs into the plan. We are seeing relief to that number, but it's early to quantify how much.
the efforts, particularly the tariffs, have really been centered around not just price, but also supply chain and making sure we do everything we can to mitigate some of these increases so we don't have to pass them on to our customers.
Tariffs impacted the quarter by about 30 basis points.
The decrease was driven primarily by lower export activity from North America combined with net negative timing impacts of $50 million compared to the prior year quarter.
Evolving trade policies create complexity for tariff-impacted enterprises.
We expect approximately $30 million in incremental tariffs in 2026, primarily in Q1.
we saw about $150 million worth of tariff and related, you know, cost.
For the full year '26, we're confident we can offset inflation and the existing known tariffs.