Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Evergreen One continues to deliver consistent customer value that protects customers from future uncertainties, including capacity and performance planning, pricing, and tariff unpredictability.
We plan to more than offset it through disciplined operating expense management.
We have not shipped any H20 based on those licenses.
After taking a conservative stance on credit last quarter that featured an 18 basis point performing provision driven by U.S. tariff uncertainty.
In recent months, some trade-related risks to the North American economy have eased, though the final outcome is unclear and geopolitical challenges persist.
Included in this year's second quarter earnings is an approximate $0.11 per share negative impact from tariff-related costs.
With regard to our US pricing decisions given tariff-related cost pressures, we're doing what we said we would do. We're keeping our prices as low as we can for as long as we can.
Importantly, we are very pleased with our mitigation strategies, which allowed us to offset the tariff pressure we saw in the second quarter.
We expect tariff-related headwinds to impact profitability by approximately $100 million.
we are mindful of the continued uncertainty facing customers with respect to tariffs and are monitoring the impacts closely.