Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We continue to see some risk there around tariff and some of the macro environment.
Overall, like we talked about in the prepared remarks, our ASP at an enterprise level is essentially pretty flat year-over-year.
this was despite the considerable headwind that we faced from tariffs.
Operating profits declined as trade-related costs during the year took a few quarters to be absorbed.
As expected, Keysight enters FY 2026 having fully mitigated the impact of tariffs implemented in April.
As a result, we are highly confident that we will fully mitigate current tariffs in FY '26.
we made some proactive decisions to manage potential markdowns to allow us to fund greater investment in overall value for our members.
the industry has gotten, I guess, used to that. And so I'm seeing no changes in the end market.
the market continues to experience the impact of broad uncertainty, is causing customers to delay decisions around equipment purchases and sales as they contemplate the impact of the broader macro and geopolitical environment. From a U.S. segment perspective, total revenue increased 0.5% to 2.3% excluding cat, which reflects the decline in unit volume offset by an increase in revenue per unit.
Included in this year's third quarter earnings is an approximate $0.05 per share negative impact from tariff-related costs.