Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we continue to expect segment profit of at least $140 million, which continues to assume a net $50 million to $75 million headwind to our results in fiscal '26 from tariffs.
We are focused on what we can control and continue to build our company towards our vision to be the most premium global sportswear brand.
we're reducing the estimated tariff impact for 2025.
Despite shifting trade policy and a lot of macro headlines, our docks remained effectively full, and we are seeing continued strength in cargo loadings.
During the second quarter of 2025, the impact of tariffs on our operating results was immaterial.
We identified a small number of customers that identify tariffs as a reason for the sequential change in their revenue.
we are estimating that this year's tariff impact will be about $80 million, down from the $100 million.
It is nice to have an administration that actually appreciates that we help with trade, we help with energy security, we also help with the energy transition.
the impact of tariffs and related policies on these businesses are very real.
Our EPS guidance continues to include an estimated tariff impact of about $90 million or 2% to EPS growth for the full year.