Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Greater clarity on pricing and tariffs, business to deliver, and demonstrating the underlying resilience of EPS Season, despite the lowest ever COVID-19.
Our adjusted operating margins were down 120 basis points year over year as margins were pressured from tariffs, FX, and lower volume leverage.
We've captured impacts of tariffs under current laws in our outlook and we remain well-positioned to maintain supply continuity to our customers.
the tariffs are clearly having an effect on retailers. So it is definitely putting more pressure on them.
we navigated changes in geopolitical trends and global trade policies, as well as customer-specific challenges, and delivered earnings growth in the face of FX and commodity headwinds that were significantly larger than we had initially anticipated.
Several factors are pressuring margins. These include global trade disruptions, low demand for durable goods, a lower oil-to-gas ratio, ongoing lower capacity additions and in Europe, increased competition from imports.
Tariffs, trade uncertainty and volatility impacted our full year 2025 revenues by over $350 million.
We are monitoring recent reports related to fertilizer C-band tariffs in Europe.
We delivered organic sales, net sales, gross profit, base business earnings per share and free cash flow growth in 2025 despite... the impact of higher tariffs.
The framing lumber composite began the fourth quarter on a slight upward trajectory, largely supported by improving Western SPF pricing and broader concerns around the Section 232 tariff, which took effect in October.