Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we are absorbing the impact from tariffs and making meaningful commercial investments that will yield meaningful growth in quarters and years to come.
margin expansion was driven by strong price cost, higher mix of software and the benefit of cost reductions in synergy realization offsetting a 20 basis point impact on gross profit from tariffs.
We've seen some costs a little bit higher... from tariffs.
We reported Crude Oil segment adjusted EBITDA of $593 million... which benefited from higher volumes and contributions from recently completed bolt-on acquisitions as well as the impact of annual tariff escalation.
We've proposed a new tariff in our rate case to memorialize these terms within our tariff structure.
first, tariff uncertainties impacting import, export container volumes, leading to softer year-end services revenue.
Gross margin in the range of 62% to 63%, inclusive of possible known tariff scenarios.
Given the overhang of global trade uncertainty, it would be premature to discuss how large a shift might be.
We're also absorbing higher tariff costs.
This guidance includes the estimated impact of implemented tariffs. It does not account for tariffs or pricing actions announced or described, but not yet implemented.