Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
The recent U.S. tariff policy changes have thus far had a limited impact on our results.
many environmental challenges have occurred during my tenure such as significant government regulations, COVID, tariffs...
we've been able to manage that fairly well due to both our sourcing optimization exercises
Our focus on investing in the highest quality credits continues to support strong fundamental credit metrics.
Pricing accelerated to 3% this quarter, driven by the full implementation of our trade surcharge and continued value pricing that's working really well.
We were able to offset the entire impact of tariffs.
the tariffs and related uncertainty affecting the overall consumer confidence.
But the good news is we're seeing it come up. And I would say this is what we've been waiting and expecting to happen.
Due to the changes in trade policy, export volume fell in our higher-margin lanes and grew in our lower-margin lanes.
the growing need for a U.S. domestic solar supply chain, which is only accelerating with the advent of Gen AI and global tariff structures.