Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
steel tariffs hitting our business to the tune of about 20% on our steel costs.
We continue to expect an immaterial cost impact from tariffs in 2025 based on what we know today due to our significant U.S. presence and our geographically diverse supply chain.
I do continue to believe that tariffs will have an impact. We have not yet seen all of it.
we expect to contend with a headwind from tariff of about $40 million for the year.
IDEXX remains well positioned to navigate the ongoing changes in the trade landscape with a largely U.S.-based manufacturing footprint.
Manufacturing revenue declined 3% year-over-year as tariffs and related uncertainty weighed on consulting revenues and discretionary spending at automotive OEMs.
We expect ongoing tariff relief should still apply for ResMed and for our many patients with important disabilities that need access to care.
The implementation of the Reconciliation Act earlier this year as well as the evolving universal and reciprocal tariff environment could potentially support a business case to establish one or more lines in the U.S. to finish front-end production initiated within our international fleet.
tariffs are on the minds of some of our customers. Efficiency is important.
clients drawing down their money market fund balances to tactically buy back shares in the market and increase spending ahead of potential tariffs.