Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We've navigated a market that has shifted from tariff-driven uncertainty in the first half to an intense AI-driven demand environment constrained by supply in the second half.
Approximately 50% of the incremental tariffs on McCormick & Company, Incorporated items remain in place, and we continue to face related inflationary pressures.
Recent copper prices have been strong in the face of uncertainties from global trade, tariffs, and geopolitical conflicts.
the industrial chemicals market remains weak, and many of our customers are carefully controlling freight spend as they manage through inflation and tariff pressures.
Our fiscal 'twenty-six outlook continues to expect approximately $500 million before tax and higher costs from tariffs.
despite the implementation of new tariffs and heightened market challenges in China.
we thought that the impact was gonna be relatively mild for us.
Cost of goods sold deleveraged by 80 basis points, driven by unfavorable product mix in Innovative and the impact of tariffs in medtech.
While uncertainty is always top of mind, including tariff policy, it is now treated more as a planning assumption rather than an impediment.
$100 million headwind from gross tariff impact