Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
You have the energy evolution. You've got trade and tariff issues, people concerns around energy security...
the dilutive impact of tariffs
the expected sequentially increasing pressure from U.S. Tariffs.
we saw a notable increase in our investment activity in the second half of the year following a brief market pause around the April tariff announcements.
the US India tariffs getting sorted out is also an element that will provide some catalyst for further growth.
We want true transparency. And we want to go through the entire audit process and get all those questions out there.
We offset tariffs with aggressive cost and pricing actions, drove strong material productivity, and took decisive overhead cost actions.
The fluctuating tariffs, the prolonged shutdown, and the constant period of big bang actions and ideas coming out of Washington has stoked technician uncertainty and reinforced reluctance toward longer payback items.
the pricing environment has remained rational in response to tariff-induced product cost pressures
Gross margin for the quarter declined 70 basis points compared with the prior year... mainly driven by the decline in gross margin, which was somewhat mitigated by operating expense discipline.