Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Our outlook now includes the estimated impact of implemented tariffs. It does not account for tariffs or pricing actions announced or described but not implemented.
Our team executed well, successfully serving higher-than-expected demand, managing the impacts of the Section 232 tariffs and mitigating risks despite a volatile environment.
Tariffs have a bigger impact in the second half of the year than the first half of the year.
The inventory and related charges reduced earnings per share by approximately $0.43.
a nonmaterial tariff impact in the quarter
With the prospect of higher tariffs, many companies implemented strong cost-saving measures.
Operating margin of 29.5% was down 40 basis points versus prior year due to dilution from offsetting tariff cost on a dollar basis and higher cost to support growth initiatives.
90% of Yum!'s development occurs outside the U.S., unlike many of our competitors, so our exposure to the impact of tariffs on the business is limited.
Tariffs are undoubtedly having an impact on Cummins, our suppliers, customers and end users, creating uncertainty over freight activity linked to the movement of goods and increasing costs.
the swirl of uncertainties that arrange from tariffs as tax policy has been being worked real time in the quarter and the like.