Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Despite the high level of uncertainties driven by the turmoil in duty tariffs and their potential adverse impact on global trade.
The overall market experienced uncertainty due to tariffs and related policy shifts.
The recent market turmoil and oil price volatility has delayed new employment opportunities for the rig, which is impacting our near term financial results.
The tariff and trade uncertainties are creating very dynamic operating conditions, but we are well equipped to manage through these challenges.
the uncertainty of tariffs has led to a dramatic decline in the U.S. Pacific market.
CAE is well insulated from direct tariff impacts. Approximately 70% of our CAE's total revenues come from services delivered within our customers' own countries, which significantly limits our exposure to cross border tariffs.
the current tariff structure introduces new headwinds
We believe that export tariffs do not represent a risk to our revenue because direct international sales represent less than 1% of our revenue.
Given the significant uncertainty that tariffs create concerning potential shifts in consumer demand and rising product costs, we believe limiting our outlook to the first quarter of fiscal '26 is prudent.
We continue to monitor the impact of tariffs and other federal trade policies on international trade relationships between the United States and many countries throughout the world, most notably China, Mexico and Canada, very closely.