Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
the impact of higher power pricing in Texas that we are showing is consistent with the sensitivities we have provided in our previous earnings materials and reflect an increase in around-the-clock pricing from the $47 we previously used to $53 per megawatt hour... and tariff impacts on our businesses.
While tariffs had a neutral impact on EPS, they did cause a slight margin dilution in the quarter.
Despite the timing shifts, we still expect healthy underlying growth in Europe, in line with our long-term plan. And we now expect Asia to be up high single to low double digits for both the second half and the full year, up from high single digits previously.
We buy some Stellantis vans that are assembled in Mexico. We buy some General Motors products that are assembled in Mexico or final assembly, but these parts... come from all over the planet.
We're working to get a tariff across the finish line with the Missouri Public Service Commission.
Our team has done a great job navigating the impact of tariffs, driving pricing initiatives and building upon its leadership positions to generate market share gains.
Tariffs in the quarter were 90 basis points and material inflation was about 130 basis points across the company.
we're on track to deliver our financial targets for the year, which include the expected impacts from tariffs currently in place
Overall, for the company, there was about $12 million in net impact from tariffs in Q3.
we do not have material impact on tariff, although still a little bit, but the number and trend that we've seen has already reflecting absorbing those headwinds.