Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we are exempt during the term from tariffs, as well as the pricing mandates inclusive of demonstration projects.
We've had cost per mile inflation that was more in the 10% to 20% type of range for each of those years.
We managed through uncertainty around tariffs, unexpected shifts in education and health care funding, significant changes in government spending priorities, and the longest federal government shutdown on record.
Additionally, the Alpha Group integration efforts are progressing well. The payables business continues to perform with especially strong sales performance in Q4.
Currently, we do not expect a material change to our results of operations as a consequence of the latest U.S. tariff actions.
the net effect of tariffs and countermeasures, and targeted growth investments in our AHS segment.
Adjusted EBIT margin was negatively impacted by approximately $100 million in tariff expense as well as unfavorable mix.
tariff uncertainty continues to suppress discretionary spending
Our base apparel business was below our expectations, down roughly 7% as customers balance inventory positions with the impact of post-tariff pricing decisions.
we expect favorable product mix to be largely offset by investments in our global supply chain in the annualization of tariffs.